Your 24/7 custom AI automation system that answers every call, collects quote data using ACORD-standard intake flows, and delivers structured leads directly to your licensed agents — without ever quoting rates or binding coverage.
Click the chat button in the bottom-right corner to start a live voice call with Sarah, our AI insurance assistant. She'll walk you through a real quote intake — collecting underwriting data, confirming details, and structuring everything your licensed agents need to shop carriers and prepare quotes.
This is a live demo using a fictional agency (Lakeview Insurance Group). No data is stored or transmitted.
Never miss a quote request. Sarah answers every call instantly — nights, weekends, and holidays — with a warm, professional tone.
Collects all underwriting facts using industry-standard ACORD forms — homeowners, auto, commercial, flood, workers' comp, and more.
Structured lead data is extracted and delivered to your AMS or CRM in real-time — ready for your agents to quote.
24/7 voice-powered quote intake across all lines — personal, commercial, and specialty. Collects every underwriting detail your agents need.
Automated claims triage, certificate requests, billing inquiries, and policy change routing — freeing your service team for high-value work.
Proactive outreach for upcoming renewals, cross-sell detection, and re-quote scheduling — capturing revenue that silently walks out the door.
AI answers → identifies line of insurance → walks through ACORD intake → confirms contact info → delivers structured lead to CRM
AI identifies claim type → collects policy number → gathers incident details → routes to claims team or carrier 24/7 hotline
AI contacts policyholders 60 days before renewal → confirms coverage needs → schedules re-quote review with agent
During any call, AI identifies coverage gaps → notes opportunity → flags for agent follow-up without hard-selling
Hard regulatory guardrails baked into every conversation — no rates, no binding, no coverage interpretation.
AI operates strictly as administrative intake — gathering facts for licensed agents, never advising or recommending.
All call data encrypted in transit and at rest. Full activity logs for every interaction.
Every missed call is a missed policy. Let your custom AI automation system capture every quote opportunity 24/7 while your licensed agents focus on closing.