An insurance chatbot that qualifies the lead before a producer ever picks up the phone
Hands your producers a quote-ready lead. It answers coverage questions and asks what they’d ask on the callback anyway.
It answers coverage questions on your site, asks what a producer would ask anyway, and hands over a quote-ready lead with the carrier and renewal date already filled in.
The form gets the name. The agent gets the policy.
Most agency sites end the conversation at a contact form: name, email, "how can we help." Two days later a producer calls back and asks for the current carrier, renewal date, prior claims and vehicle year, the same five questions on every call. Half the time the person has already bought from whoever answered first.
This agent runs the intake the moment someone lands on the page. A visitor asking "do you write SR-22?" gets a real answer pulled from your site. Then the agent works backward into a quote: current carrier, expiration date, ZIP, and what they're insuring. When the producer opens the contact record, the line of business is tagged and the renewal date is already in it.
What it handles before anyone calls back:
- Coverage questions. Answered from your site and the carrier guides you upload.
- Qualifying intake. Line of business, current carrier, renewal or expiration date, ZIP and prior claims.
- CRM capture. The line gets tagged, and a producer is assigned by territory or product.
- Routing by line. Auto, home and commercial each go to the right person, straight past the shared inbox.
- After-hours booking. Late visitors get a slot on a producer's calendar for the next morning.
Binding premiums and licensed advice stay with your producers. When a question crosses into advice or a number it can't stand behind, it says so and routes to one of them. That way the producer's first call is the one that closes.
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Frequently asked questions
Will it give out wrong coverage information?
No. It answers only from your product pages and the carrier guides you upload. When a question needs a licensed producer or a number it can't stand behind, it says so and routes the person to one.
Can it quote a premium?
No. It collects everything a producer needs to quote (carrier, renewal date, ZIP, what's insured), and the actual premium and binding stay with your licensed staff.
How does it know which producer gets the lead?
You set the rules in plain language: auto to one producer, commercial to another, or by ZIP or territory. It tags the line of business and assigns the contact before the alert goes out.
What happens when someone visits at midnight?
It finishes the intake, offers the assigned producer's next open calendar slot for a callback, and confirms by email. The producer wakes up to a booked appointment.
Does it work on Instagram or just the website?
Both. It runs as an embed on your site, as its own email inbox and on Telegram, and it can be wired to Instagram and Facebook DMs once you connect a Meta account. Every channel uses the same intake and drops into the same CRM, so a lead from one place looks like a lead from any other.
How much does it cost?
Start with a 7-day free trial. Full access, no card needed. Then $49 per month. Setup runs about four minutes: point it at your site, set your intake questions, paste the script tag. It's in public beta.
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