Client records with lines of business, carrier, policy numbers, renewal date and premium; a requests queue by carrier and type; quote comparison and e-signed applications through the portal; and one inbox for the emails, texts and calls a service team juggles all day.
Email, live chat, SMS, WhatsApp and calls from every brand you run, in one queue with one history per client.
Clients upload documents, answer forms, sign agreements and book calls under your name and colours.
Trigger on stage changes, signatures, deadlines, missed calls and work-queue events. Create tasks, notify people, move stages.
Phone numbers, calls and texts inside the workspace, with scripts, outcomes and per-line reporting.
Replies and summaries drafted from your own knowledge base — always reviewed by a person. Off by default for regulated industries.
Response times, workload, revenue and aging on one screen. REST API, webhooks and CSV import/export.
Pick “Insurance agency” at signup and your pipeline, forms, work queue, templates and automations are already there. 14 days free. No card.
Zaquil for accounting & tax practices →
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Zaquil for agencies & consultants →
Zaquil for real estate agencies →
Zaquil for multi-brand groups →