LIVE DEMO — INSURANCE AGENCIES
Policyholders call agencies at the worst moments — fender benders, burst pipes, renewal panic — and shoppers call whoever answers first. The AI handles every call and chat, 24/7: captures the quote request completely, routes the claim by your rules, answers renewal questions from your approved knowledge.
Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR firm

Quote requests captured complete, claims routed, renewals answered — every word transcribed.
Three moments from a typical insurance front office — handled while your team does the human part.
A policyholder calls shaken after a collision. The AI follows your claims-intake script verbatim — who, where, injuries, photos — opens the record, gives the carrier’s claim line per your process, and flags the agent for morning.
A homeowner asks for a quote. The AI captures every field your producers need — property, coverage history, current carrier — and books the licensed-agent call while the shopper is still interested.
“Why did my premium go up?” The AI answers with your approved explanation, never invents a reason, and books the policy-review call that keeps the client from shopping.
Quote requests captured complete on the first call — producers call back prospects with a full file, not a name and a number.
Your intake script word for word, the carrier handoff per your process, every detail logged — empathy at 2 AM without overtime.
Certificates, ID cards, payment questions, agency hours — answered from your approved knowledge, routed to your CSRs when your rules say so.

The demo takes a 2 AM claim call, captures a complete quote request and defuses a renewal question — configured for an independent agency. Your personal version arrives in ~2 minutes, built from your website: your carriers, your lines, your process.
Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.
Never invents a premium: captures the quote details completely and books the licensed producer who can quote it properly.
Captures the certificate holder details, routes to your service team with priority, and confirms the turnaround your agency publishes.
Answers only what your agency approved about coverage questions — or routes straight to a licensed agent, per your rules, never a guess.
No. It captures, explains what you published and books the licensed human — binding, quoting and coverage advice stay with your producers, always.
A service takes a message. This answers: runs your claims intake verbatim, opens the record, sends the right numbers and books the follow-up — with a transcript your agent reads at 8 AM.
YOU MIGHT ALSO NEED
This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your agency — documents, tasks, procedures, automations — is Back Office AI, specialized for Finance. Most companies run both: one AI answering, one AI executing.
← Previous: Tax Prep Offices · Sharing with a colleague? 📄 Get the PDF · ✉️ Email this page ·