Respond to prospects in seconds, complete the intake, follow up automatically, and hand brokers qualified opportunities, however many come in.
Produce qualified opportunities at roughly 25% to 50% of the cost of traditional insurance intake and quote flows.
Insurance inquiries receive an initial response almost immediately, while intent is still high.
Respond and move inquiries forward across web, phone, email, and social, including evenings and weekends.

Vehicle, drivers, and renewal timing captured while the consumer is still comparing brokers.
Property details and coverage context gathered up front, so nobody re-asks the basics.
A slower, more guided conversation that respects the decision and knows when to bring in an advisor.
Time-sensitive requests answered immediately, because a departure date does not wait.
Keep your agency management system, CRM, calendars, and inboxes in sync.


6 min ago · 12 min
Olivia Carter
c58dc902-95d0-42e8-a0da-136e0427632a
Actions taken by the agent.
Italy Multi-City Anniversary Coverage Intake
Traveler confirmed destination as Italy, Florence, and the Amalfi Coast, with a 14-day trip for 2 adults. User explicitly confirmed no pre-existing conditions or active prescriptions, requested medical coverage, baggage protection, cancellation flexibility, and ferry connection disruption coverage, and noted this is an anniversary trip with multiple city transfers and ferry segments.
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Calls, forms, emails, and messages in one thread.
Transcripts, actions taken, and outcomes on every conversation.
Products, procedures, qualification, and escalation.
Agents step aside the moment a licensed broker needs to take over.
Consumers converse in their language across every channel, with no separate setup.
A Montreal-based implementation specialist gets your first process live in days.
Controls built around Quebec's personal-information rules, including Law 25.
Every step is run with your team: objectives defined together, the agent configured around your products, validated on real conversations, then improved continuously once it is live.
Book a demoYou define what a qualified lead looks like and when a broker steps in.
Your channels, calendar, and systems connected, so nothing is typed twice.
You hear the agent on real quote conversations before any client does.
The agent starts answering the moment your team gives the go-ahead.
We review results with you and tune the agent as your volume grows.