AI Automation
An AI Chatbot That
Captures Leads 24/7
Claude-powered AI chatbot lives on your branded agency page. It asks the right questions, notifies your team in real time, and creates pipeline cards automatically.
AI Chat Intake
Natural conversation flow with product-aware questions and live agent handoff
How AI Intake Works
Prospect Visits Your Page
Every agency gets a branded public page at /agency/your-slug. Prospects choose "Get a Quote" or "Chat with Us" and the AI starts instantly.
AI Asks the Right Questions
The chatbot uses your agency's enabled questions per product — asking about coverage needs first, then personal details. It knows your carriers and adapts to each product type.
Your Office Gets Notified
A live prospect alert slides down across every staff member's screen. Anyone can click "Claim Lead" to join the conversation in real time.
Agent Takes Over (Optional)
When an agent joins, the AI pauses seamlessly. The agent sees the full prior conversation and picks up right where the AI left off.
Pipeline Card Created Automatically
When intake is complete, a pipeline card is created with all collected data. Round-robin assigns it to the next available sales staff member.
Built for Insurance Conversations
Product-Aware Questioning
AI asks relevant questions based on the product type — auto, home, life, flood, umbrella, and more. Uses your agency's enabled question set per product.
Preferred Agent Matching
AI asks the prospect if they have a preferred agent. Matches the name to a real user in your system and assigns the lead directly. Falls back to round robin if no match.
24/7 Lead Capture
After hours, the AI handles everything. Staff reviews completed intakes the next morning — leads never slip through the cracks.
Full Transcript Saved
Every conversation is permanently saved. Card detail shows the full transcript — AI messages in purple, agent messages in green, prospect messages in blue.
Branded AI Identity
The chatbot is labeled as "[Your Agency Name] AI" throughout the conversation. Professional, on-brand, and consistent.
Closing Questions
AI collects referral source, preferred agent, and all personal details — full name, phone, email, DOB, address, marital status, and spouse info for new clients.
Let AI capture leads while you sleep
Your branded landing page and AI chatbot are ready the moment you sign up.