What an AI agent does for an insurance brokerage.
Five calls that fill a broker's day, from the first quote to the renewal three years later. Pick one to see how it runs, step by step, with an example call.
Home and auto quotes taken in full
Quote callers answered at lunch and after five, with every rating question asked.
See how it works →02InboundNew car added before the dealer pickup
Vehicle swaps and added drivers written up with the effective date, pink slip sent.
See how it works →03InboundFlooded basements and collisions sent to a broker
First notice of loss taken calmly, then a warm transfer or the insurer's claims line.
See how it works →04InboundContractor certificates before Monday's job
Certificate of insurance requests logged with the holder's name and the job start date.
See how it works →05OutboundRenewal increases reviewed before the bill hits
Calls clients whose premium is going up, before the renewal notice lands.
See how it works →One household, quote to renewal
How the five fit together over the years a family keeps its home and cars with you.
- 1Shops a bundle at lunchHome and auto quotes taken in full
- 2New car on the policyNew car added before the dealer pickup
- 3Basement floodsFlooded basements and collisions sent to a broker
- 4Starts a contracting businessContractor certificates before Monday's job
- 5Renewal goes upRenewal increases reviewed before the bill hits
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