AI-Powered
Virtual HQ for Insurance Teams
The modern office for agencies, brokers, and carriers: connected, compliant, and client-ready.
“Roam is great! Our team is 100% U.S. remote, yet we feel more connected and in sync now. Any founder with a virtual work environment should at least check it out.”
Jennifer Linton
Founder & CEO, Fenris Digital
Virtual Office
Your agency, visible in real time.
Built for insurance teams to stay aligned without the chaos:
- See who’s available, who’s in a client meeting, and who’s heads-down quoting or following up. No more guessing if someone’s free or DM-ing to ask.
- Just knock and start a conversation just like if you were walking down the hallway.
Drop-In Meetings
Real conversations, zero scheduling.
Whether you’re:
- Reviewing renewal options with a producer
- Syncing on a claim before a carrier call
- Checking on new lead follow-ups
Drop-In Meetings let you connect instantly. No scheduling, no links, just spontaneous, real-time collaboration when it matters most.
Theater
Where your agency meets the team.
Host morning huddles, trainings, and company-wide meetings in one always-on space that feels live - without setup or links.
Theater brings people together for the moments that matter: announcements, carrier updates, and client-service wins.
AInbox
Your team’s command center - powered by AI.
One place for messages, tasks, and updates across your entire organization.
AInbox keeps you focused - summarizing client conversations, surfacing renewal reminders, and prioritizing what matters most.
It’s how modern insurance teams stay on top of service, quoting, and claims without drowning in email.
Lobby
Your virtual front desk.
Connected to your calendar, open to your network.
Let clients or carrier partners meet you instantly or schedule ahead. Whether it’s a quick coverage question or a policy review, Lobby makes your agency accessible from anywhere, instantly.
Magicast
Record and share updates in seconds.
Async video for busy insurance professionals.
Record your screen and voice to share quick updates - from new product rollouts to claims-status summaries.
No meetings, no time zones, no missed context.
Magicast turns complex updates into short, clear videos your team or clients can watch anytime.
Magic Minutes
AI meeting notes for every policy conversation.
Magic Minutes joins your calls, transcribes in real time, and captures the key details: coverage changes, carrier feedback, and client decisions.
Prompt it live or after the call to ask, “What did we agree to for the renewal?” or “Summarize all mentions of underwriting requirements”
Because when you manage dozens of accounts, every detail matters.
On-It
Your always-on AI assistant for agency operations.
From scheduling follow-ups to preparing renewal checklists, On-It keeps your agency running smoothly.
It helps producers, CSRs, and managers stay aligned, without micromanagement or chaos.
Can you schedule a meeting with Jeff Grossman and Jon Brod next Friday to discuss our marketing strategy?
I’ve started the process to schedule a meeting with Jeff Grossman and Jon Brod next Friday to discuss the marketing strategy. You'll receive the meeting details once it’s booked. If you have a preferred time, let me know!
Schedule meeting with Jeff and Jon
Zorton
Resolving attendees Jeff Grossman and Jon Brod in the company directory
Checked calendar availability for Jeff and Jon
Meeting scheduled for next Friday from 11:30pm-12:00pm ET
Ready to Scale Smarter?
Join leading insurance teams using Roam to stay aligned, transparent, and globally connected.
Integrate Your Full Stack
Roam connects with the tools your team already uses:
- AMS360, HawkSoft, or EZLynx for policy management
- ZoomInfo and Zapier for lead integration
- Google Workspace and Outlook for calendars and email
Built For
- Independent Agencies & Regional Offices
- Brokerage & Carrier Teams
- Customer Support, Claims, & Sales Ops
Start Building Your Virtual HQ