ChatbotsInsurance & Financial Services

Lead Qualification + Quote Router

Asks what needs covering, who the current insurer is, and when the policy renews, then routes the enquiry to the agent licensed for that class instead of the whole team.

What's included

Asks cover type, current insurer, and renewal date
Checks the risk is in a state you are licensed for
Never quotes a premium or confirms cover
Routes the enquiry to the right licensed agent

Live in 4 days, 7 days of post-launch tuning

$89/mo

+ $239 one-time setup

14 days free, then $89/mo + $239 setup

Or $890/yr · setup waived billed annually: 2 months free

Built, hosted & maintained for you

No new software to learn

Questions? Book a free audit and we'll tailor it to you.