Greetline

What Pearl does

A complete front desk in one always-on, bilingual AI receptionist — purpose-built for insurance brokerages, with a strict no-advice guardrail so licensed work stays with licensed brokers.

24/7 Call Answering

Always on

Your line is answered on the first ring, around the clock. Pearl greets callers in a warm, natural voice, understands why they're calling, and handles routine requests instantly — no hold music, no voicemail black hole, no missed business.

  • Answered on the first ring, 24/7/365
  • Natural conversation — not a phone tree
  • Every call logged with a written summary
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Bilingual Reception (EN/FR)

EN / FR

Pearl greets and helps callers in both English and French, switching automatically to the caller's language. A genuine Canadian trust signal — and table stakes for many Ontario clients — without hiring bilingual staff.

  • Automatic English/French detection
  • Consistent, professional tone in both languages
  • Reviewed French insurance terminology
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Warm Transfer to Your Broker

Human handoff

When a caller needs a licensed broker, Pearl connects them with a warm transfer to the right person's line or Microsoft Teams number — announcing who's calling and why. If nobody's available, she takes a detailed message so nothing falls through.

  • Announced (warm) transfers, not blind dumps
  • Routes by topic, availability, or team member
  • Graceful fallback to message-taking
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Messages & Call Summaries

Never lose a detail

Every call produces a structured summary — caller, reason, and next step — plus a full transcript for your records. Delivered to your inbox the moment the call ends, ready to drop into your broker management system.

  • Structured summary + full transcript per call
  • Delivered by email the instant a call ends
  • A written record for E&O and compliance
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After-Hours & Overflow

Flexible coverage

Point your line to Greetline after hours, at lunch, or only when your team is slammed. Pearl picks up the overflow so callers always reach a helpful voice instead of a busy signal — without adding headcount.

  • Full-time, after-hours, or overflow-only
  • Switch coverage rules any time
  • Captures leads you'd otherwise lose
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Spam & Robocall Screening

Focus protected

Pearl screens robocalls, telemarketers, and spam so your brokers only get the calls that matter. Real clients get a warm welcome; the noise gets politely turned away — protecting your team's focus and your phone bill.

  • Screens robocalls and telemarketers
  • Prioritizes real clients and prospects
  • Fewer interruptions for your brokers
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How it works

1 · Forward your line

Keep your existing number. We forward calls (all the time, after-hours, or on overflow) to Greetline — a change we set up for you in about a day.

2 · Pearl answers & helps

Pearl greets each caller by your brokerage's name, answers routine questions bilingually, and screens out spam — in a warm, human voice.

3 · Transfer or message

When a licensed broker is needed, Pearl warm-transfers the call. Otherwise she takes a detailed message and emails you a summary and transcript.

Never miss another call

Book a 15-minute demo and hear Pearl answer a call for your brokerage — in English and French.