Quote requests and claims questions arrive around the clock, and slow responses cost you renewals and referrals. An AI agent captures details instantly and keeps clients informed while your agents focus on underwriting and sales.
Sample conversation
Prospective clients requesting quotes and existing policyholders reporting claims both expect a fast response — but after-hours calls, understaffed phone lines and manual intake forms slow everything down and hurt retention.
We deploy an AI agent trained on your product lines, quote questions and claims intake process. It answers policy questions, gathers quote details, and starts claims intake 24/7 — routing anything requiring underwriting judgment or adjuster review to your team.
Captures incident details and documentation requests any hour.
Gathers quote information instantly instead of via callback tag.
Answers common coverage and billing questions from your policy docs.
Faster response times improve client satisfaction and renewal rates.
One-time setup, then a flat monthly maintenance fee. Cancel anytime.
A regional independent insurance agency connects its quoting tool and claims workflow to an AI agent live on phone and website chat. Quote requests are pre-qualified instantly, and claims intake captures incident details and photos around the clock, with adjusters picking up from a complete file the next morning.
Real client case studies will be published here as engagements complete.
Submit the form and it opens WhatsApp with your details pre-filled — including the source, category and service — so we can respond instantly.
Chat on WhatsApp InsteadTell us what you want automated — we'll reply on WhatsApp within hours.