Careful AI chatbot for insurance agencies and brokers
Trusted by small businesses
- 1.5M+conversations a year
- 4.8
G2 · 911 reviews - 4.8
Trustpilot · 191 reviews
Seven jobs your insurance AI chatbot takes off your hands
Whatever they ask, it has an answer — or a person who does
- How do I get a quote?
- Where's my ID card?
- Can I add a driver?
- Can you review my policy?
- Can I cancel my policy?
- Do you offer flood insurance?
- Can I insure a rental property?
- Who is my agent?
- Which carriers do you work with?
- How do I file a claim?
- Do you insure older dogs?
- Do you insure food trucks?
- Do you have a Spanish-speaking agent?
- Is a bundle cheaper?
- How long does a claim take?
- Can you insure my boat?
- Do you do renters insurance?
- Am I covered for this?
- What's a deductible?
- How do I change my address?
- When does my policy renew?
- Are you open on Saturday?
- Do I need business insurance?
- How do I pay my bill?
Your Wednesday — and your agent's
Renewal calls all morning
Do you insure condos?
We do — from several carriers, which we compare for you. Our condo page lists what a policy can include. Want the link?
Answered in seconds
Lunch with a carrier's rep
Can someone look at my home policy before it renews next month?
Of course — a policy review is free and takes 20 minutes on the phone.
Pick a time with a licensed agent:
Review booked: Thursday, 10:00
Meeting a business client
A tree fell on my fence last night. Is that covered?
That depends on your policy — our claims specialist will check it and help you file.
Marcus Lee · Claims specialistHanded to Marcus, your claims specialist
Home with the kids
I'm buying my first car next week. How much would insurance be?
It depends on the car, where you live and your driving record — a licensed agent compares carriers for you.
Leave your name and phone, and an agent will call you tomorrow with quotes.
Tyler555 012 6638New lead: Tyler, auto quote
Over coffee, you open your email
- Your AI agentChat transcript — Tyler“How much would insurance be?” · Tyler, 555 012 6638
- Your AI agentChat transcript — handed to you“A tree fell on my fence last night. Is that covered?”
- Your AI agentChat transcript — review booked“Can someone look at my home policy before it renews?” · Thursday, 10:00
- Your AI agentChat transcript“Do you insure condos?”
- 4
- conversations
- 2
- quotes and reviews to do
- 0
- coverage questions guessed
Every client got an answer or a person — and nobody was told they were covered by a bot.
Wherever your clients reach you
Add it to your agency's website
- 1Create your agentPaste your website's address — the agent learns your products, carriers and how to reach you.
- 2Make it yoursPick its name, tone and colors, and the topics it hands over to your team — coverage, claims, quotes.
- 3Add it to your siteCopy one line and paste it into your website builder — no developer needed.
Works with your website builder
Answers on WhatsApp
Clients message your agency's number, and the agent replies — with the same knowledge and rules as on your site.
Hi! I'm moving next month. How do I update my address?
Hi Laura! Send your new address and moving date in the client portal, and your agent updates your policies.
Will my price change?
It can, as the price depends on where you live — your agent will tell you before anything changes. Want them to call you?
Answers in Instagram DMs
People who see your tips on Instagram ask in Direct, and the agent answers before they scroll on.
Saw your post about renters insurance 👀 Do I really need it?
That's a good one for a licensed agent — they'll look at what you own and your lease. The call is free 🙂
Pick a time:
Hi, do you insure boats?
Hi! Yes — boats, jet skis and RVs, from three of our carriers.
Great, can I get a quote?
Sure — leave your phone number, and a licensed agent will call you tomorrow morning.
Learns your business. Builds itself.
Builds itself from your website
Paste your website's address and press Enter. The agent goes through your site the way a new team member would on day one — the products, the carriers, the claim steps, the agents, how to reach you — and turns it all into its own knowledge and instructions. No setup, no scripts, nothing to fill in.
Asks you what it doesn't know
Your website can't cover everything. When a client asks something it doesn't know, the agent doesn't make it up — it asks you, and from then on answers it by itself.
Never guesses an answer it doesn't have
Asks you with the client's question
Learns from your reply
Hands people to you when it should
Coverage, claims and prices need a licensed person. You choose the topics, and the agent hands the conversation to your team with your contacts instead of guessing.
You choose the topics it hands over
Offers your phone, WhatsApp or email
The chat is in your dashboard and your email
- Every chat in your dashboard
- Each transcript in your email
- Your rules and tone
Try it with your agency's website
- 1. Enter your website
- 2. Shape your agent
- 3. Add to website
The insurance AI agent playbook
Show the playbook for
What clients ask about most. Your agent finds most of it on your site — add the rest yourself.
Auto knowledge checklist
Tick what your agent already knows; add the rest to its knowledge.
What you offer
Quotes and reviews
Claims
Everyday service
The first thing people see. Short, in your voice, with one clear next step.
Buttons under the greeting, so people start with one tap. Pick up to four and drag them into order — lead with the question that brings them in.
On your widget 4 / 4
- How do I get a quote?
- What do I do after an accident?
- How do I add a driver?
- Where's my ID card?
More ideas
Rules for the moments that need care. Add them in a sentence each — here's how they play out.
Is it covered?
Never say whether a loss or a situation is covered. Hand the conversation to a licensed agent or the claims specialist.My basement flooded. Am I covered?
That depends on your policy — Marcus, our claims specialist, will check it with you. Want his number?
Prices and quotes
Don't quote or estimate prices. Take the person's name and phone for a licensed agent.Roughly how much is car insurance for a 19-year-old?
It depends on many things, so an agent prepares every quote. Leave your phone, and they'll call you.
Advice on what to buy
Explain what you offer, but leave advice on limits, deductibles and what someone needs to a licensed agent.Should I pick a $500 or a $1,000 deductible?
That's a good one for your agent — they'll weigh it with you on a short call. Shall I book it?
Personal details
Ask only for a name, phone or email. Never ask for policy numbers, ID numbers or card details in chat.Do you need my policy number?
No need here — your agent will ask for it on the call. Your name and phone are enough.
Cancellations
Explain how to cancel, and hand the request to the client's agent.I want to cancel my policy.
I'll pass that to your agent — they'll call you to make sure you're not left without cover.
Switch these on so questions turn into quotes and reviews.
- Contact formTakes names, phones and emails for quotes — the leads land in your dashboard.
- Action buttonsCall the office, call claims or open the client portal, one tap away.
- Human handoffHands coverage questions, claims and cancellations to the right person.
- Follow-upWrites again if someone goes quiet before leaving their details.
- Calendly or Cal.comBooks quote calls and policy reviews with your agents.
- HubSpot or Google SheetsSends every quote request to your CRM or list.
What agencies most often miss before going live.
- No rule for coverage questionsWithout one, the agent may try to answer. Add it first — before anything else.
- Claim numbers buried in a PDFPut them on a page, or add them to the agent's knowledge yourself — it's the question people ask in a hurry.
- No way to book a callConnect Calendly or Cal.com, or the agent can only take a phone number.
- Asking for too much in chatA name and a phone are enough. Your agent gets the rest on the call.