One assistant across everything you use
Jordyn plugs into the tools your business already runs on — email, calendars, files, team chat, CRM, payments — and comes with its own phone line. Connect once; Jordyn uses them all from a single conversation.
Built in — nothing to configure
A direct connection — full mail features, folders, drafts, and calendars.
Create payment links, send hosted invoices, and check who's paid — from chat.
A real local number answered by your assistant, plus outbound calls on your say-so. 18¢/minute.
One-click connections
The core of Jordyn — triage your inbox, chase pending requirements, and send client outreach.
Same email powers for agencies on Microsoft 365 — mail, calendar events, and contacts.
Pull up illustrations, signed forms, and policy docs by name — and share links in a draft email.
Search and read files in Drive — rate sheets, client folders, and carrier paperwork.
Check availability and create events — annual reviews, paramed exams, client calls.
Read and update pages — case notes, carrier cheat-sheets, and process docs.
Check envelope status and chase unsigned applications and delivery requirements.
See upcoming bookings and send scheduling links in outreach emails.
Create meeting links for reviews and include them in invitations.
Read and update spreadsheets — comparisons, production logs, call lists.
Draft and read documents — cover letters, meeting recaps, templates.
Find and share case files stored in OneDrive.
Send updates to your team — case statuses, handoffs, reminders.
Post case updates to your team's channels, message colleagues, and spin up Teams meetings with clients — from chat.
Ask Jordyn to draft and publish LinkedIn posts — client education, milestones, and market updates.
Ask Jordyn to draft posts and publish them straight to your Facebook Page — promos, updates, and announcements.
Jordyn writes the caption, generates the graphic, and publishes to your Instagram Business account.
Look up and update contacts and deals alongside the case ledger.
For sending at scale
999 apps. One assistant.
Search for the tools your business runs on — chances are, Jordyn connects.
ShopifyConnect any of these from the Connections page — Jordyn picks up their tools automatically. Got something custom? It can almost certainly be plugged in too.