Instant quotes, policy qualification, and claims routing. AI that turns expensive insurance leads into bound policies.
Our AI agents handle the 'chase' for you. They call, SMS, and qualify leads the moment they hit your CRM, ensuring you only talk to people ready for a quote.
Connect your lead vendors or website forms via Webhook or Zapier.
Define which policies you want to prioritize and your underwriting criteria.
Spend your time closing finalized quotes instead of chasing 'not interested' leads.
Independent Insurance Agencies.
Captive agents looking for a competitive edge.
MGA and Carrier marketing teams.
Insurance leads are expensive and rarely exclusive. The same person who filled in your form filled in two or three others in the same sitting, and the agency that reaches them first is usually the one that writes the policy.
That makes response time the highest-leverage variable in the whole funnel, above script quality and above closing skill. Research from the Lead Response Management Study found that responding within five minutes rather than thirty makes an agency 21 times more likely to qualify the lead, and 100 times more likely to make contact at all.
The practical difficulty is that new leads arrive while your producers are on the phone with existing clients, at lunch, or gone for the day. The lead does not wait for a gap in the schedule.
Different lines need different intake. Auto needs vehicles, drivers, and current carrier; home needs the property, its age and construction, and current coverage; health needs household size, coverage need, and budget; commercial needs the operation and its exposures.
The agent runs the intake for whichever lines you write, so the producer opens a record that is already populated rather than starting with a name and a phone number. Where a lead is not writable, that is established in the first conversation instead of the third.
Because text usually beats a call for first contact on a cold lead, most agencies run messaging first and voice behind it. A lead who will not answer an unknown number will often reply to a text within minutes.
It does not quote, bind, or give advice about coverage. It captures information, answers questions about your agency and the lines you write, and books the appointment where a licensed producer does the rest.
That boundary is deliberate. Anything touching a coverage recommendation is a licensed activity with real consequences for getting it wrong, and an automated system should not be anywhere near it.
Every conversation is reviewable in the analytics dashboard, and human handoff routes each one into Slack and email if you want a producer watching in real time. Message approval is available where you would rather nothing goes out without a person seeing it first.
The agent qualifies, captures intake, answers questions about your agency and the lines you write, and books the appointment. It does not quote, bind, compare coverage, or say anything a prospect could reasonably treat as advice about what they should buy, all of which are licensed activities. That boundary is configured explicitly rather than left to the model to observe, and every conversation is retained so you can check it held.
Consent is captured before the agent contacts anyone and opt-outs are processed automatically. US outreach sits under the TCPA, and buying a lead is not the same as holding consent to text it, so the consent your vendor passes through is what the agent relies on. A2P 10DLC registration is included in the build. If you need written consent language specific to a carrier or state, it goes into the flow as written.
No, and it should not. It qualifies, captures intake details, answers questions about your agency, and books the appointment. Quoting and binding stay with your licensed producers.
Yes. Any source that posts to your CRM or a webhook can trigger the agent, which is what makes sub-minute response possible on bought leads.
Whichever ones you write. Auto, home, health, life and commercial each get their own intake path, configured during the build from the questions your producers already ask.
Consent is captured before the agent messages anyone and opt-outs are processed automatically. A2P 10DLC registration is included in the build.
Stop burning leads. Let AI do the heavy lifting of lead engagement.