Clients reach someone, even when every advisor is on a call.
ModPhone answers every call, books reviews and consultations on your calendar, takes claim and quote details, and hands the caller to the right person with a summary. It answers 24/7 in 30+ languages, from your own website and documents.
1,500+ calls a month answered for Greenville Humane Society, in English and Spanish, around the clock.
1,400+ calls since March on a large school district’s parent line, 95% of them after the office closed.
Tax firms and auto shops use it for client questions, transfers and appointments.
Read the customer stories →Firms it works for
Insurance agencies
Claim intake, policy questions, quote requests and certificate requests, answered 24/7.
Financial advisors
Client appointment scheduling, new prospect intake, and account inquiry routing while you focus on portfolio management.
Mortgage brokers
Rate and pre-qualification questions, document checklists and callback requests.
Tax preparers
Appointment booking during tax season rush, document checklist questions, and filing status inquiries.
Credit unions
Branch hours, loan questions and new-member questions answered, with account questions routed to staff.
Investment firms
New client intake, meeting scheduling and review requests, with every call summarized for your team.
Questions financial firms ask
Is ModPhone secure enough for financial services?
Yes. ModPhone encrypts data in transit and at rest, and your data is never used to train shared AI models.
Can ModPhone schedule appointments with financial advisors?
Yes. ModPhone integrates with your calendar to book client meetings, send confirmations, and handle rescheduling, so clients can book time without waiting for a callback.
Does ModPhone integrate with financial CRMs?
ModPhone integrates with HubSpot and GoHighLevel, plus Google Sheets for simple tracking, and custom webhooks reach other systems. Client interactions are logged automatically.
Can ModPhone handle basic account questions without exposing PII?
Yes. The agent can answer general product and policy questions without needing identity verification. For anything account-specific, it triggers an SMS verification step before surfacing details.
Does it recognize language that sounds like fraud or elder-abuse pressure?
When a caller mentions an urgent wire, a gift card purchase or a transaction they don't recognize, the agent can transfer them to your team. Keyword alerts also email your fraud team the summary and transcript right after the call.
Can it route high-net-worth clients directly to their advisor?
Yes, by name. Set each advisor up as a transfer destination, and when a client asks for their advisor, ModPhone transfers the call. If the advisor can't pick up, the next number on your list rings, and if nobody does, the client can ask for a callback. Either way you get the call summary.
How does it work with compliance and call-logging requirements?
Every call has a full transcript and (optional) recording with configurable retention.
ModPhone in your city
Hear it answer for your firm.
Try it on your own website in about 30 seconds, or start a free 30-day trial with a real phone number included. No credit card.