AI-Powered Client Intake, 24/7
An AI assistant on your agency page captures leads around the clock. It asks the right questions, collects details, and hands off to your team seamlessly.
Natural Conversation
The AI engages prospects in a natural chat flow — product questions first, then personal details. No rigid forms.
Live Agent Handoff
When a staff member is online, they can join the conversation in real time. The AI pauses and the agent takes over.
Smart Question Flow
The AI only asks questions you have enabled for each product. Skip irrelevant fields automatically.
Instant Pipeline Card
When intake completes, a pipeline card is created with all collected data and assigned via round robin.
Frequently Asked Questions
What products can the AI ask about?
Home, auto, flood, umbrella, renters, golf cart, boat, motorcycle, life, and more — 11 categories with 63 system questions.
Can I customize what the AI asks?
Yes. You enable/disable products in Settings and toggle individual questions per product. The AI only uses what you have turned on.
Does the AI replace my team?
No. The AI handles initial intake and captures information. Your team reviews the lead, follows up, and closes the sale.
What happens if no one is online?
The AI handles the full conversation. A pipeline card is created and your team is notified to follow up when they are available.
Ready to get started?
Join hundreds of insurance agencies using OfficeHubb to streamline operations and grow their business.
Start Your Free Trial