AI assistant for insurance agenciesYour front desk, even after hours
A branded assistant with your agency's name on it. It answers, starts the quote and captures the lead, and sends every request straight to your email. It answers now, and at 2am.
I need a car insurance quote. We're in Fontana.
Happy to help. How many drivers are on the policy?
What it does
The questions your front desk hears all day, answered in plain language, and every request handed to your team.
1
Answers in seconds
The questions your front desk hears all day, in plain language.
2
Quotes, certificates, claims
The request is taken in the chat and sent to your team, instead of waiting on hold.
3
Captures the lead first
A 10pm chat is still a callable lead at 9am.
4
Sticks to your facts
It answers based only on your agency's own knowledge, and the rules you approve.
How a request reaches your team
The assistant collects the details and hands them over. The insurance work stays with your people.
01A visitor asks
I need a car insurance quote. We're in Fontana.
Happy to help. How many drivers are on the policy?
It answers from your own site and asks the questions your agency would ask.
02It collects the full quote
Example
Quote request · Auto
- ZIP
- 92335, Fontana CA
- Drivers
- 2
- Vehicles
- 2021 Camry, 2018 CR-V
- Current policy
- Renews Dec 1
- Coverage
- Full coverage
- Name
- Maria R.
- Phone
- (909) 555-0142
- Best time
- Afternoon
Configurable: you choose what it asks for each line. It takes the full quote details and hands them to your team, organized.
03Your team follows up
Example
- To
- your team
- Subject
- New quote request: Auto, Fontana CA
Maria R. · (909) 555-0142 · 2 drivers, 2 vehicles · full coverage
Full conversation below ↓
The request lands in your email with the whole conversation, and a person on your team takes it from there.
What it does, and what your team does
The assistant
Collects and hands over.
- Answers from your own site and the rules you approve
- Takes the full quote: drivers, vehicles, current policy, coverage and contact details, organized for your team
- Asks the questions you choose. Each line's intake is configurable
- Takes certificate requests, billing questions and claim details
- When a question goes beyond what it knows, takes the visitor's details instead of guessing
- Emails every request to your team, with the full conversation
Your team
Does the insurance work, as today.
- Rates and quotes
- Issues certificates
- Checks balances and payments
- Reports claims to the carrier
- Calls the client back
The assistant isn't connected to your agency management system or to your carriers. It collects; your people act.
A 10pm chat is still a callable lead at 9am
Every request lands straight in your email, with the full conversation. Visitors who only asked questions are saved in your 123 Submit login, and you can get those by email too. Your team always knows who to call back.
Transcripts live in your account, exportable at any time, and we don't train shared models on them.
The real Leads screen, shown with sample data.
Will the AI assistant say something it shouldn't?
Not by design. It answers only from your own content and completes the tasks you allow - quote requests, certificates, billing questions, claims intake. When a question goes beyond what's on your site, it takes the visitor's details instead of guessing, and the request reaches your email with the full conversation, so your team can follow up.
Can the assistant give a wrong answer?
It's set up to answer only from your site's content and the rules you approve, and to take the visitor's details when a question goes beyond them. No AI is perfect, so every conversation reaches your email and you can see exactly what was said.
Does it quote rates or connect to our agency management system?
No. It doesn't rate or quote, issue certificates, check balances or report claims to a carrier, and it isn't connected to your agency management system. It takes the details and your team does that part.
Can it talk to visitors in Spanish?
Yes. The demo assistant on our homepage continues in Spanish when a visitor asks, and the request still reaches your team by email with the full conversation.
Where does the chat data live?
Transcripts live in your account, exportable at any time, and we don't train shared models on them. The assistant's scope - what it may and may not answer - is written down and approved by you before launch.
Do you answer our phone calls?
Not yet. Phone answering is coming soon; it isn't part of the plan today.
Your agency is next
Leave your website and your email. We'll rebuild your whole site, assistant included, and email you the link.
- A real, working website, not a mockup
- Your AI assistant already on it
- Free, and yours to decide on