The complete AI platform for Insurance Agents
Everything your insurance business runs on — already set up.
Quote intake, a phone line, a bilingual website, and a team of AI agents — the whole platform, pre-configured for agents: the questions you ask for a quote, follow-up, your website. Ready on day one.
Sound familiar?
Quote requests come in after hours
People shop for insurance on their own time. Miss the first response and they bind with whoever answered.
Gathering quote details is slow
Vehicles, property, coverage, prior carrier — the back-and-forth that stretches a quick quote into days.
Competing with the big carriers
They have call centers and ad budgets. You have you — and not enough hours.
Curated for your trade
Not a generic tool with your logo on it.
We pre-loaded the questions you actually ask, your terminology, and the workflows your business runs on. You don't configure a platform from scratch — it's already set up for your trade.
Intake, pre-built
The right questions for your work, ready the moment you sign in.
AI tuned to your field
Your AI team speaks your trade's language — the right tone, the right follow-ups.
A website, ready to publish
A bilingual site written for your business — edit it and go live.
Everything your business runs on
Your website, your phone line, your AI team, your marketing — the whole business in one platform, already set up for your trade.
AI Client Intake
A branded AI assistant collects every detail you need — via chat, form, or website widget, in English or Spanish — while you focus on running your business.
Your Own Website
A professional, bilingual website — generated, hosted, and ready to publish. Your storefront online, built for you, not a weekend project.
Your AI Team
A team of AI agents for your front desk, marketing, and support — they don't just chat, they act on your real client data.
AI Phone Intake
Pro+A dedicated phone number where customers speak naturally with your AI assistant. Every call becomes a structured summary — 24/7, no hold music.
Bilingual, Everywhere
Native English and Spanish across chat, phone, your website, and email — serve every client in their language, no bilingual hire needed.
Inquiry Summary & AI Notes
Every intake lands in your inbox as a structured summary with AI-generated context: need analysis, service flags, and suggested follow-up questions.
Marketing Kit
ProGenerate AI ads, platform-ready social posts, a blog, and branded business cards — for Facebook, Instagram, LinkedIn, and Nextdoor, in seconds.
Document Intelligence
Pro+Request documents from clients, receive secure uploads, and get AI-powered summaries with relevant details and highlights — ready for your review.
AI Intelligence Brief
Pro+Every intake generates a deep-dive analysis — service-need flags, pattern recognition, urgency assessment, and suggested next steps.
In practice
“A family asked for an auto and home quote on a Sunday night. The AI captured both vehicles, the property details, and their current carrier. Monday morning I quoted them in fifteen minutes and wrote both policies.”
— A solo insurance agent
Insurance Agents — your questions
Is it set up for insurance, or do I configure it?
Pre-configured for an agency — quote-intake questions, follow-up, and website are already built. You add your details and adjust anything; you never start from a blank page.
Does it handle Spanish-speaking clients?
Natively, across chat, phone, website, and email. Spanish-speaking clients are quoted in Spanish; you receive every summary in English.
What does it capture for a quote?
Whatever you need — the AI runs your quote-intake questions for each line you write, captures it cleanly, and hands you a structured request ready to quote.
Is client data secure?
Encrypted in transit and at rest, no human reviews intake data, and we refuse to collect sensitive identifiers like SSNs.
Your whole business, handled — ready on day one.
Start your 14-day trial with full Pro+ features. No credit card.
