AI Automation
An AI Chatbot That
Captures Leads 24/7
An AI chat lives on your agency page. It asks the questions you would ask, tells your team the second someone shows up, and files the lead on your board.
AI Chat Intake
A real conversation, with your team able to jump in anytime
How AI Intake Works
Prospect Visits Your Page
Every agency gets its own page to share. A visitor taps Get a Quote and the conversation starts right away.
AI Asks the Right Questions
It asks about coverage first and personal details last, the way you would. It knows which carriers you write and which products you sell.
Your Office Gets Notified
An alert drops down on every screen in the office. Anyone can claim the lead and join the conversation.
Agent Takes Over (Optional)
The moment someone joins, the AI steps back. Your producer reads what was already said and picks it up from there.
Pipeline Card Created Automatically
When the chat is done, the lead lands on your board with everything it collected, assigned to whoever is next up.
Built for Insurance Conversations
Product-Aware Questioning
Different questions for auto, home, life, flood, and the rest. You decide which ones it asks.
Preferred Agent Matching
If someone asks for a producer by name, the lead goes straight to that person. If not, it goes to whoever is next up.
24/7 Lead Capture
After hours, it handles the whole thing. Your team reads the finished intake in the morning.
Full Transcript Saved
Every word is saved on the lead's card, color-coded so you can tell at a glance who said what.
Branded AI Identity
It goes by your agency name the whole way through. Ours never comes up.
Closing Questions
It finishes by asking for the details you would get on the phone: contact info, date of birth, address, and how they heard about you.
Let AI capture leads while you sleep
Your branded landing page and AI chatbot are ready the moment you sign up.