Magellan by Magellan Insure

Call Analytics & AI Coaching

• AI-powered call analysis that scores every inbound and outbound call automatically

• Real-time sentiment scoring for both agent and customer throughout the call

• Dead air detection to flag uncomfortable silences or hesitation

• Objection identification and handling assessment

Performance & Coaching Tools

• Agent-level performance dashboards with trend tracking over time

• Automated coaching recommendations based on call behavior patterns

• Manager alerts for calls that fall below defined quality thresholds

• Side-by-side call comparisons to benchmark top performers vs. struggling agents

Business Intelligence & Reporting

• Executive dashboard with agency-wide KPIs at a glance

• Customer retention risk indicators based on call sentiment trends

• Leaderboards to foster healthy competition among agents

• Exportable reports for leadership reviews and QBRs

Integrations & Infrastructure

• Native RingCentral integration for seamless call ingestion

• Vertafore, Applied Systems and HawkSoft integration

• Works with RingCentral and Bridge VoIP systems— no rip-and-replace required

Your agency loses money every day on calls you'll never hear. Magellan sits on your existing RingCentral or Bridge system and tells you exactly what's happening — who's performing, who's struggling, and what to do about it — so your people improve, your customers stay, and your agency makes more money without replacing a single tool you already have.

Agencies using Magellan have recovered 20–30 policies per year and seen ROI of 500–800%. The only thing that changed was their people got better. 

Magellan helps agency owners by finally solving the right problem. Most agency owners have spent years buying technology — new CRMs, dialers, AI tools — trying to fix something that was never a technology problem. The real problem is simple: your people never had a consistent, reliable way to actually get better at their jobs. And you had no real visibility into what was happening on your phones every day.

Magellan sits on top of your existing phone system — RingCentral or Bridge — and starts listening. No rip and replace, no big implementation project. It captures every call your team makes and turns that into real coaching data. Who handled the renewal well? Who struggled on the at-fault accident call? You finally know — not from gut feelings, not from someone's memory, but from what actually happened.

That data becomes consistent, meaningful coaching. And consistent coaching is the one thing the agencies pulling ahead of you are doing that you're not.

The downstream effect is straightforward: better-coached employees have better conversations. Better conversations mean customers feel heard and valued. Customers who feel heard stay longer, buy more policies, and are far cheaper to keep. And your best employees — the ones you can't afford to lose — stay because they're actually growing. Insurance is a relationship business. Your customers aren't buying direct from Progressive because they want a human they trust. That means every single call is either building that relationship or eroding it. Magellan just makes sure you know which is happening — and gives you the tool to do something about it before a good employee or a good customer walks out the door.

Check out bridge.insure and ringcentral.com for more information about integration partners.

Custom created LLM specifically designed for the complexities of insurance agency phone calls and challenges. Our AI is strictly walled off from any public sources so no data is exchanged with other models.

• Important company certifications: SOC2 Type 2

• Relevant industry awards or distinctions: Vertafore Orange Partner Program