An insurance chatbot that qualifies the lead before a producer ever picks up the phone
Hands your producers a quote-ready lead, not a name and a number — it answers coverage questions and asks what they’d ask anyway.
It answers coverage questions on your site, asks the things a producer asks anyway, and hands over a quote-ready lead instead of a name and a phone number.
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." A producer calls back two days later, asks the visitor for their current carrier, renewal date, prior claims, and vehicle year — the same five questions on every call — and 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. By the time it captures the lead, the producer opens a contact record with the line of business tagged and the renewal date already in it.
What it handles before anyone calls back:
- Coverage and eligibility questions answered from your site and uploaded carrier guides, not made up
- Qualifying intake: line of business, current carrier, renewal/expiration date, ZIP, prior claims
- Lead captured into the CRM with the line tagged and a producer assigned by territory or product
- Auto vs. home vs. commercial routed to the right person instead of a shared inbox
- After-hours visitors booked into a producer's calendar for the next morning
It does not quote a binding premium or pretend to be licensed — when a question crosses into advice or a number it can't stand behind, it says so and routes to a producer. What it does is make sure the producer's first call is the one that closes, not the one that gathers facts.
Related pages in this workflow
These pages cover the adjacent jobs buyers usually compare before choosing an AI agent.
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Frequently asked questions
Will it give out wrong coverage information?
It only answers 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 rather than guessing.
Can it quote a premium?
No, and it won't pretend to. It collects everything a producer needs to quote — carrier, renewal date, ZIP, what's insured — but 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/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, then offers the assigned producer's next open calendar slot for a callback and confirms by email. The producer wakes up to a booked appointment, not a cold name.
Does it work on Instagram or just the website?
It runs as an embed on your site, as its own email inbox, and on Telegram. Each 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?
$49/month or $490/year — cancel anytime. 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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- AI Gym Fitness Chatbot — Turns a price-check into a booked trial: it answers the real questions and captures the details before they click away.
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- AI Medical Clinic Chatbot — It answers from your pages, screens the new-patient request, captures the details, and routes only what actually needs a human.
- AI Real Estate Chatbot — Catches the buyer before they bounce: it answers listing questions, spots the serious one, grabs the contact, and books the showing.
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