AI Quoting for Insurance Carriers. Insurance quote management your underwriters price, line by line
AI Quoting brings insurance quote management to one record: a request from a call, the chat, an e-mail or a form lands on Inbound, your underwriter types the premium on the lines, and nothing reaches the agent or applicant before a yes. The AI never rates a risk and never states a premium.
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7 days free · per company, never per seat · nothing to install
Approval
By default every quote waits for a person, and a change to the money always waits, so no premium reaches an agent without an underwriter's yes.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Make our quotes valid for 30 days.”
Lisa“Before: quotes valid for 14 days. After: valid for 30 days, restarting from each yes. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Insurance Carriers use it
A retail agent e-mails a submission for a small bakery; it waits on Inbound until the underwriter prices the lines under Price the lines.
A quote left unopened gets the day-seven reminder before its validity ends, written in the agent's language and signed by the underwriter.
An applicant asks on the phone whether her payment went through; the AI answers from the quote's record and can send the link again.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
- Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
- Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
- Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
- Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
- Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Quoting does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI InventoryAI CRMAI Auto-CallLisa, your AI assistant
One record
Insurance quote tracking from the request to the payment
Inbound from every door
A submission by e-mail, a request in the chat, a call or a form lands on Inbound with what was said, so no request hides in an underwriter's inbox.
Priced by a person
Lines priced by a person wait for that person under Price the lines, and the quote moves on only once the premium is typed.
Your yes first
In this indication approval workflow, Preview & authorize shows every line and the total before anything reaches the agent, and a revision is a new version that waits again.
Accepted, then bound by your people
The applicant accepts by name on their own page, which records who accepted and when; your team binds in your policy system, and a payment is taken there only the way you allow.
Follow-up
Quote follow-up for insurers that stops at an answer
Day 1 and day 7
Day 1 asks whether the agent received the quote, and day 7 warns that it expires soon, each written in the agent's language.
A question goes to a person
When the agent replies with a question it goes to the desk, a change becomes a revision for a yes, and a yes in words is pointed to Accept.
Paused on the row
Pause, resume or stop the follow-up of any quote from its row, and see the step reached and the date of the next one.
Questions & answers
AI Quoting for Insurance Carriers: questions & answers
Does the AI rate a risk or state a premium?
No. Every premium on a quote is typed by your underwriter or another licensed person under Price the lines; the AI computes nothing and never sends a figure because someone asked. It takes the request, keeps it on one record and answers questions from what that record says.
Who sees a quote before the agent does?
The person who priced it, on Preview & authorize: every line, the premium and the total. Yes, send it mails it on your letterhead with the PDF and the agent's own page; Revise makes a new version that waits again; No, kill ends it with nothing sent.
Does accepting a quote online bind coverage?
No. In online quote acceptance the agent or applicant types a name and presses Accept, which records who accepted and when, so your team can bind in your policy system. Binding, issuing and the policy documents stay with your licensed people.
Can a change to the premium be sent without a person?
No. A change to the money that an agent or applicant asks for becomes a revision that waits for your underwriter's yes, whatever the approval setting, and the AI never offers a better figure by itself.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Carriers ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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Try it free on your own business — no credit card, per company, never per seat.
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