Product guidance you control
Use approved product descriptions, service information and answers to common questions. Define when a question needs a person.
Conversational intake · Delivered in your brand
Turn a product question into a useful inquiry.
Guide visitors through your products, collect the details your team needs and pass the inquiry into your CRM. The experience carries your agency’s brand, language and intake rules.
Your brand. Your records. Your team’s operating rules.
The work this improves
Do website inquiries arrive without enough detail to act on?
Follow the problem you recognize to see the wider workflow, the handoffs involved and the decisions your team keeps.
01Client experience & lead intake
Getting inquiries, but chasing the information you need?
Website forms, email attachments and half-finished applications leave staff to complete the intake.
See how the work changes02Systems & integration
Paying for tools that still leave your team connecting the dots?
The portal, agency system, CRM and inbox each work, but the handoffs between them are still manual.
See how the work changes03Agency leadership & capacity
Does every new account add another layer of admin work?
Your team knows how to place the risk. Preparation, tracking and re-entry leave less time for broker judgment.
See how the work changesWhat you get
Your website insurance assistant
A structured inquiry ready for a broker to review. We configure the experience and connections around the work your agency needs to complete.
Questions that serve the next step
Collect the risk details appropriate to the product. Avoid making staff reconstruct the inquiry from a free-text message.
A complete inquiry handoff
Map answers and inquiry context to the selected CRM or work queue. Agree ownership, required fields and handling for incomplete submissions.
Clear authority at the handoff.
The assistant prepares intake and explains approved information. Intake does not create a carrier quote. Advice, eligibility decisions and binding stay with authorized people.
A day in the workflow
See the handoff in context.
A contractor visits your website after hours and asks about insurance for a new project. The assistant explains the relevant products, collects agreed business and exposure details, and sends the inquiry to the right team. The broker receives the product context and collected answers for review.
Workflow demonstration
Around your existing tools
Give the website inquiry a clear destination.
The assistant can sit alongside your existing site and forms. Its value is the useful context it carries into the team’s record: the product discussed, agreed risk details and the next owner. Follow a qualified inquiry with the application or broker review your operation requires.
Start with a useful scope
Agree the journey.
Connect the required records.
Start with one website, an agreed product set, approved guidance and one intake-to-CRM handoff. Inquiry qualification follows your agreed rules. Carrier-backed quoting, embedded purchase and binding connections need their own implementation scope.
This capability is scoped separately from the new-business placement pilot. Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout. Implementation and ongoing managed terms for this capability are agreed around the selected workflow.
See the placement pilot termsMeasuring the result
Use your workflow as the baseline.
Observe representative work before implementation. Agree the definitions, measure the change and review exceptions with your team before extending the scope.
Before you decide
Questions about this capability.
Does the assistant have its own product name?
No. It is delivered as your agency’s website experience, with your branding and agreed language.
What happens when a visitor asks something outside the agreed content?
Define the escalation path with your team. Questions needing advice or unsupported information are directed to a person rather than answered with a guess.
The connected operation
Build around the next handoff.
Combine the capabilities your workflow needs. Each connection should serve a clear next step for the client or your team.
Client experience
Your branded insurance portal
Still collecting applications across forms, emails and attachments?
Bring questionnaires, uploads, application progress and proposal review into a branded client journey connected to your team.
- Save and resume applications
- Collect documents alongside answers
- Connect proposals and signing journeys
Insurance infrastructure
Insurance APIs & middleware
Does a completed action still need to be entered in another tool?
Connect carrier, distribution, agency and policy-administration systems around a specific handoff, with visible failures and recovery.
- Risk and questionnaire mapping
- Quote, document and status handoffs
- Separate sync failures from confirmed actions
Start with your operation
Let’s map the next useful handoff.
Bring your current workflow. We’ll identify the records, people and connections needed for this capability.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout.
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