Services
Stop Revenue Leakage and Stabilize Your Monthly Cash Flow
Built for Restoration, Not Just Reception.
Dominate the Speed-to-Lead race with Instant 24/7 Lead Capture
Hit every response time KPI, safeguard your TPA Scorecard with a 100% answer rate, and ensure the "faucet" of high-value leads stays turned on. Since 78% of customers buy from the first company that responds, we ensure you are always first to the scene to mitigate the damage before a competitor even sees the notification. A missed call is easily a $5k–$50k opportunity handed to a competitor.
Detailed FNOL Intake - Justify your emergency service rates.
Our Automated Claims Intake Assistant doesn’t just take a name; it performs a full First Notice of Loss intake to stop revenue leakage by gathering undeniable "Day 0" evidence; policy numbers, loss details, and immediate mitigation needs. This creates a professional intake record that bridges the gap between you and the insurance provider from minute one. We secure the job before the customer even thinks about calling your competitor.
Seamless CRM Integration - Auto log precise facts at minute one.
Stop double-handling data. Hold Assistant’s Lead-Capture Safeguard features API-driven integration that pushes lead details directly into your CRM (Dash, Xcelerate, Encircle, Albi, JobNimbus, etc) eliminating manual entry errors. The job is created, the address is mapped, and the loss notes are synced across your platforms instantly. Your techs arrive on-site with the information they need to start work immediately, reducing administrative friction and overhead.
Adjuster Proof Documentation - Start the claim and protect the estimate.
The fight for your profit starts with the first call. By capturing precise loss details at the moment of the first call, we build an audit-ready foundation for your invoice preventing the common adjuster haircut and payment delays. When you submit your Xactimate estimate, it is backed by the pristine data captured before the crew even arrived on site. Get the evidence you need to defend your Xactimate or Symbility line items against aggressive desk adjusters.
Faster Payouts, Fewer Disputes - Protect your Profit Margins and lower your DSO
Cash flow is the lifeblood of your business. By streamlining the data flow from the first call, we help you reduce AR days and move jobs from "mitigation" to "paid" up to 30–90 days faster. Our instant CRM synchronization of intake data provides a complete, timestamped record of the initial call and loss details to give you the evidence to fight underpayments and denials.
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What is Hold Assistant’s Voice AI Agent?
Hold Assistant’s autonomous front desk Assistant is your 24/7 First-Response Coordinator crafted for Restoration Contractors. It answers every call on the first ring, handling everything from general inquiry about your company and intelligent call routing, to full intake capture to shorten the cash-flow cycle.
Does it sound like a robot?
No. We use advanced neural text-to-speech (TTS) models that capture human-like nuance, prosody, and emotion. It’s designed for natural, "interruption-friendly" conversations. If a customer starts speaking while the AI is talking, the agent will pause, listen, and adjust its response based on the new information.
Can it integrate with my existing CRM?
Absolutely. Our agents integrate seamlessly with a variety of platforms including -but not limited to- Encircle, Xcelerate, DASH, Jobber which can be bridged to Xactimate & Symbility. Your CRM is updated the moment a conversation concludes, syncing leads, contact details, and logs immediately. This eliminates manual data entry and ensures your 'speed-to-lead' remains lightning-fast, with every custom field tailored to match your existing CRM structure.
Can it book appointments directly into my calendar?
Yes. We integrate with various scheduling tools like Calendly and Google Calendar to allow the AI to check availability and book slots directly during the call.
Do you offer a free trial and what does it include?
Absolutely! You can try us out for 14 days, completely free, no credit card required. You’ll get full access to the entire platform, including a dedicated phone number to test call forwarding with real customers. We want you to be 100% confident in our solution before you spend a dime.
How safe is my data?
Security is our top priority. We use enterprise-grade encryption (in transit and at rest) and supports compliance standards like SOC 2 Type II & GDPR.
Does it support multiple languages?
Yes. Hold Assistant’s Digital Intake Agents can understand and respond in multiple languages.
How long does it take to get up and running?
Agent setup, including voice selection and script development typically takes 7-10 days. Once the Agent is deployed we focus on intense, iterative testing, specifically by reviewing call logs, testing edge cases, and refining the prompt based on real-world interactions. More complex custom integrations may take up to 4 weeks.
Can I use my existing business phone number?
Yes. You can keep your current number by simply setting up call forwarding to a JustCall-enabled or VOIP-compatible number where the AI assistant lives.
Who owns the data from the calls?
You do. All call recordings, transcripts, and customer data remain your property and are used solely to improve your specific agent's performance.
How much does Hold Assistant Voice AI Agent cost?
We offer two standard packages at a fixed monthly rate. The Triage Receptionist is $495/mo and the Operations Assistant is $995/mo (up to 300 minutes per month included) To keep things fair as you scale, actual talk time beyond 300 minutes per month is billed at a simple, low per-minute rate, so you only pay for the conversations you actually have. No hidden costs, just straightforward pricing based on your volume.
What is the ROI for my business?
While every business is unique, our clients typically see ROI through three distinct levers: reclaimed revenue from never missing an emergency lead, drastic overhead reduction by automating repetitive tasks, and higher insurance claim payouts thanks to the AI’s precise, real-time documentation for your estimates.
Capture the Lead, Document the Loss & Get Paid Faster!
Curious? Click the link below to see how our AI Assistant handles your intake.
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