Quote consulting and renewal follow-up agents
An agent that explains coverage in plain language, pre-qualifies quote requests, answers policy questions from your own product sheets, and never lets a renewal date slip past a customer.
Product-sheet knowledge base
Upload policy wordings, coverage tables, and underwriting FAQs. The agent quotes your actual terms — with the caveats you require — instead of improvising.
Quote pre-qualification
The agent collects the risk profile you define — vehicle, property, history, coverage needs — and hands your producers a ready-to-quote summary.
Renewal and payment reminders
Scheduled follow-ups chase renewals, payment dates, and document requests automatically, in the customer's language and channel of choice.
Every channel, one record
Website widget, Telegram, and WhatsApp conversations share one memory per customer, so nobody explains their situation twice.
Where it fits
Insurance is bought in moments of doubt and renewed in moments of distraction. The agent covers both ends: it answers "am I covered for this?" from your actual policy wording the moment the question arises, and it opens the renewal conversation weeks before the date — without a producer lifting a finger.
Day to day
- A visitor compares two coverage levels → the agent explains the difference from your product sheets and collects what's needed for a quote.
- A policyholder messages on WhatsApp about a claim document → same agent, same memory, correct answer.
- Sixty days before renewal → the agent starts the outreach sequence you defined, and flags non-responders to your team.
What this looks like
A regional insurance brokerage. A homeowner messages the website widget on Sunday evening asking whether water damage from a burst pipe is covered. The agent answers from the policy wording that was uploaded, with the exclusions the compliance team requires attached, and collects the property details a producer would need anyway. Monday morning the producer opens a ready-to-quote summary instead of a voicemail. The customer had been comparing two other brokers that weekend.
A motor insurance agency with four producers. A policyholder's renewal is sixty days out, and the scheduled sequence opens the conversation in her language on WhatsApp. She replies with a question about adding a second driver, which the agent answers from the product sheets and records against her file. When she stops responding after the second reminder, she is flagged to a producer rather than quietly lapsing. The producer calls knowing exactly what she already asked.
What stays in your control
Underwriting stays human. The agent qualifies, explains, and follows up; your producers decide. Every answer is grounded in the documents you uploaded, and conversation logs are always reviewable.
Illustrative — rework avoided by capturing a complete, validated quote up front, not cases decided.