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Built around your agency’s customers

Customer service
built for insurance
agencies.

HarborReach helps insurance agencies handle routine service requests, preserve context across customer interactions, and route matters requiring licensed judgment to the appropriate team member.

Partnership Inquiry Explore HarborReach

Personal Auto · Commercial Auto · Homeowners

The service experience we’re buildingWorkflow vision

A conversation.
A clear next step.

  1. 01
    Understand the requestStart with the customer.
  2. 02
    Keep the contextConnect the relevant information.
  3. 03
    Bring in the right personLicensed judgment stays human.

Voice foundation available. Connected service workflows in development.

Customer-service first Licensed-agent boundaries Context matters

Service, with continuity

Every interaction
should move
things forward.

Insurance service rarely ends with one question. HarborReach is being developed to help agencies carry the request, the information, and the next step together.

Explore the product

Our product direction

01

Understand the customer’s request

A natural conversation that starts with what the customer needs.

02

Retrieve authorized administrative information

Planned access to verified records for permitted administrative requests.

03

Preserve context

Keep relevant details with the request as it moves forward.

04

Route regulated matters correctly

Leave coverage recommendations and licensed advice to authorized people.

05

Create consistent follow-up

Develop clear administrative next steps for the agency team.

A clear view of our progress

A working foundation.
A focused roadmap.

Here is what works today, and what we’re building next.

Available foundation

Conversation comes first.

A working voice foundation, available in supervised product demonstrations.

  • Real-time voice calls
  • Natural voice conversations
  • A working conversational foundation
  • Modular architecture being expanded for insurance customer-service workflows
In active development

The service workflows around it.

These capabilities are being developed and are not currently live.

  • Customer authentication workflows
  • Authorized administrative information retrieval
  • Administrative notes and activities
  • Context-rich human handoff
  • Follow-up workflows
  • English and Spanish service workflows

Roadmap items describe development priorities, not a commitment to a release date.

Compliance by Design

Support the service.
Respect the license.

HarborReach is designed as a customer-service system and does not replace a licensed insurance agent.

Our service boundaries

HarborReach does not

  • Produce insurance quotations
  • Bind insurance coverage
  • Recommend insurance carriers
  • Recommend, increase, reduce, or evaluate coverages
  • Recommend, increase, reduce, or evaluate deductibles
  • Provide licensed insurance advice
  • Make underwriting or eligibility decisions

Let’s build better service

Discuss a technology partnership.

For agencies, technology teams, and people who care about the customer experience.

Partnership Inquiry partnerships@harborreachsystems.com