AI automation for financial services.
High-volume inbound is a growth channel — until it's a bottleneck. Comix-Flow gives insurance, advisory, and financial services firms an AI that qualifies every inbound lead, captures applications and quote requests, books advisor and producer callbacks, and does it all with compliant, logged, secure handling.
Every missed conversation is revenue walking to a competitor.
Producers stuck qualifying cold callers
Your best-paid people spend hours on the phone with prospects who were never qualified in the first place.
Quote requests that go stale
Web forms and marketing spend generate leads faster than your team can follow up. Speed-to-lead drops and close rates crash.
After-hours applications lost
Prospects fill out forms and call at night. If nobody's there, they move on to whoever answers first.
Compliance overhead on every interaction
Manual note-taking, disclosures, and CRM logging slow producers down and still leave gaps in the audit trail.
Your AI department, tuned to this industry.
24/7 inbound qualification
Every call, chat, and form gets an instant AI response that qualifies against your criteria — product, geography, licensing, financial fit.
Applications & quote requests captured
Structured intake for coverage details, financial situation, and required documents — collected up front and delivered ready for producers.
Advisor & producer callback booking
Live calendar access to book qualified prospects with the right licensed advisor or producer, with confirmations and reschedules handled.
Compliant, logged handling
Consent, disclosures, DNC, transcripts, and retention configured to your compliance requirements. Every interaction reviewable.
CRM & AMS integrations
Salesforce Financial Services Cloud, Redtail, Wealthbox, AgencyZoom, HawkSoft, EZLynx — every lead pushed in cleanly.
Lead routing & follow-up on autopilot
Route by product line, geography, or producer availability. Long-tail nurture keeps warm leads warm until they're ready to bind or sign.
Common questions.
It's not the future.
It's today.
Book a 15-minute demo. We'll show your AI agents in action on a real workflow, and quote you in the same session.
- 15 minutes. No pitch deck.
- Live demo of AI on a workflow like yours.
- Firm quote, same call.