Insurance
Organize coverage inquiries, needs reviews, quotes, applications and renewals.
Ideal for: Independent agents, Small agencies
Pipeline stages
- 1Coverage inquiry
- 2Needs review
- 3Quote
- 4Review
- 5Application
- 6Issued(won)
- 7Renewal
- 8Lost(lost)
Intake questions
- Coverage type — Auto / Home / Life / Business / Health / Other
- Current carrier (if any)
- Renewal date
Suggested follow-ups
- Renewal reminder 45 days before renewal date
- Quote follow-up after 2 days
What the AI won't do
- • Never state that coverage is bound or approved
- • Do not interpret policy terms; hand off to a licensed agent