Frequently Asked Questions
Can Rosie answer detailed policy questions?
Can I get help setting-up Rosie?
Yes. Rosie is trained on your agency’s products—auto, home, life, commercial, you name it—so she can explain coverage basics, deductibles, and next-step options without making clients wait or feel shuffled around.
Of course! Our team is around to answer any questions you may have as you get started with Rosie. Just chat us from within the Admin.
Can I customize the questions Rosie asks?
Do you have a free trial period?
Absolutely. You choose the prompts, for e.g., “Policy number?”, “Date of loss?”, “Is anyone injured?” and Rosie captures those details every time, keeping your intake consistent and compliant.
Yes, all plans include a 7 day free trial.
Does Rosie handle multiple incoming calls at the same time?
Can I keep my phone number?
Rosie can handle multiple calls at once without any delays or dropped inquiries. Even if you’re in a client meeting or handling a claim, every caller gets an immediate, professional response without being put on hold or sent to voicemail.
Yes! There's no need to change your existing business number. We'll walk you through the call forwarding set-up within your existing phone system.
How does Rosie handle after-hours claims calls?
How long does it take to set-up?
Rosie is available 24/7/365. If the call meets urgent criteria — like an accident, property damage, or a liability claim, she gathers key facts and immediately notifies you by text or email.
It's quick! We scan your website to train Rosie immediately. Then you just confirm your data is accurate, add any FAQs and message requirements and you're good to go.
What happens if Rosie doesn’t know the answer to a customer’s question?
If Rosie comes across a question she can't answer, she'll let the customer know and offer to have someone from your team follow up. She can also direct them to your website or a contact form so every customer gets the info they need - even if it's not something Rosie can handle right away.
Can Rosie give customers pricing estimates or service availability?
Rosie can give pricing estimates in the Growth Plan and can provide general pricing information based on the info you provide in the FAQs feature on all other plans. She can also inform customers about service availability and send booking links, ensuring they get the details they need fast - helping you secure more jobs with less hassle.
Can you help us get set up?
Absolutely! We offer a free consultation once you sign up, and our Support team is around to answer your questions any time.
How do we connect to our phone system?
It’s easy. We’ll create a phone number for you when you sign up. Then you simply forward calls to your new Rosie number when appropriate.
Does Rosie work with Google Voice?
Yes, you can use Google Voice with Rosie. We will walk you through linking your new Rosie number to Google Voice when you’re ready to launch.
How much does Rosie cost?