Automating communication tracking for insurance professionals.
SAFE is dedicated to streamlining communication documentation for insurance agencies. We automate the tracking of calls, emails, SMS, and voicemails — so your team can focus on what matters most, serving your clients.
Automated communication tracking that scales with your business.
SAFE helps insurance agencies automate communication documentation across RingCentral, Outlook, SharePoint, and Hawksoft. From small agencies to large enterprises, we process thousands of communications daily — automatically generating AI summaries and creating log notes without manual intervention.
Automated tracking of all communications — calls, SMS, emails, and voicemails.
Uptime — ensuring your communication history is always captured and documented.
SAFE has transformed how we handle communication documentation. The automation saves us hours every day, and the AI summaries are incredibly accurate. The seamless integration with Hawksoft means we never miss documenting important client interactions.
Mike Salisbury
Operations Director
Ready to automate your communication tracking?
Contact our team to learn how SAFE can streamline your agency's documentation workflow and integrate seamlessly with your existing systems.