Every Conversation. One Place.
Calls, texts, and customer history stay connected to the same CRM record—so your team always knows what was said and what happens next.
Click-to-Call
Call any lead or client directly from their CRM record with a single click.
Two-Way SMS
Text prospects and clients without leaving Fat Agent. Every conversation is automatically tied to the right contact.
Desktop & Mobile
Start a conversation at your desk and continue it from the Fat Agent mobile app without losing context.
Local Business Numbers
Purchase a local business phone number in minutes to create a professional presence for your agency.
Built Around The Way Insurance Agents Communicate
This isn't a generic business phone system. It's phone and SMS built for how agencies actually sell, service, and follow up.
CRM Timeline
Every phone call, text message, and customer interaction stays organized inside one conversation history.
AI-Powered Messaging
Need to send a follow-up? Simply tell Pattie what you want to say. She transforms your rough voice notes or instructions into professional, personalized SMS messages ready to send.
Native Integration
No copy and paste. No switching between apps. Every call and text happens inside the same platform you already use to manage your agency.
One Timeline For Every Conversation
Stop copying between your dialer, texting app, and CRM. Every call and text lands on the same customer record—automatically.
Fat Agent
Mike Chen — conversation history
Pulling conversations together…
Phone, Messages, and CRM—three apps, three places to hunt for context.
Coming Soon
Phone and SMS in Fat Agent is built to grow with your agency—calls, texts, and AI working together in one hub.
AI Call Summaries
Coming SoonAutomatically summarize every conversation and log key discussion points.
Call Coaching
Coming SoonPattie Coach reviews recorded conversations and provides personalized feedback to help agents improve objection handling, communication, and closing skills.
Conversation Intelligence
Coming SoonIdentify customer intent, objections, and recommended next steps after every call.
Smart Follow-Up
Coming SoonGenerate personalized email and SMS follow-ups based on what was discussed during the conversation.
Stop Jumping Between Apps To Reach Your Clients
Make calls, send texts, and keep every conversation tied to the customer record—all inside Fat Agent.
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