AI Assistant for Insurance Agencies
Take quote requests, answer claim questions and help with renewals on every channel, while your agents focus on selling.Start Building
No credit card required
01Overview
More quotes, fewer status calls
Clients get answers in seconds, and every quote request reaches your agents ready to work.Quote requests, ready for your agents
Your assistant asks the questions your agents need and sends the request to your CRM.Shield Insurance
I need a quote for car insurance
Happy to help! What car do you drive, and what is your zip code?
2021 Civic, 33101
Sending the quote request
Claim status in seconds
Clients ask about a claim, and your assistant looks it up and replies.Shield Insurance
What is the status of my claim CL-2210?
Looking up CL-2210
Good news! Your claim was approved, and the payment arrives in 3 to 5 days.
Answers from your guides
What to do after an accident, what to send and when, answered from your own documents.Shield Insurance
What do I need to file a claim?
A photo of the damage, your policy number and the police report if there is one.From your claims guide
Can I send the photos here?
Yes, just reply with them and I will add them to your claim.
Your agents for the big moments
Policy changes and new coverage go to an agent with the whole conversation.Shield Insurance
I want to add my son to my car policy
Congratulations to him! I'm passing you to Laura, your agent.
Hi, Laura here. Send me his license and I will update your policy today.
Secure and compliant by default
Your data and your customers' data run on SOC 2 Type II certified infrastructure, independently audited for security, availability and confidentiality. Peace of mind, built in.02FAQ
Frequently Asked Questions
Can it give quotes?
It collects the details your agents need and sends the request to your CRM, so an agent sends the exact quote.
Can it reply in other languages?
Yes. Your assistant replies in the language each client writes in.
Which channels can clients use?
WhatsApp, Instagram, Messenger, TikTok, Telegram, email, SMS and your website. Every chat lands in one shared inbox.
Is client data secure?
Your data runs on SOC 2 Type II certified infrastructure, and only the people you add to your organization can see your chats.
How much does it cost?
You can start free: Pay As You Go includes 100 free messages every month, then you pay per message. Business is $29 a month with $29 of usage included.
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