Insurance

Bind policies before they wander to a competitor.

Triage new quotes, claims, and policy changes in one chat — and book prospects onto your producer's calendar before they leave for Geico.

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Policy & claims triage

AI triages between high-value prospects shopping for coverage, existing policyholders filing urgent claims, and routine policy updates.

AI greeting

"Are you looking for a new insurance quote, needing to file a claim, or managing an existing policy?"

1 Branch

New quote (auto / home / business / life)

Collect asset/risk details & coverage timeline

Fast-track to instant rater tool or binding consultation

2 Branch

File a claim / policy service

Capture policy number & incident details

Route to claims department / send proof of insurance

End result

Captures hot premium-generating quote leads 24/7 while guiding stressed policyholders through claims intake automatically.

Live transcript

A real example of how the AI greets, qualifies, and routes this lead.

LocalCustomers AI Assistant

Sample conversation

Welcome to Heritage Insurance Group! Are you looking to get a new coverage quote, file a claim, or make a change to an existing policy?

I’m buying a new home next month and need a homeowners insurance quote to satisfy my mortgage company.

Congratulations on the new home! We can shop our top carriers for the best rate. Are you looking to bundle this with an auto policy today?

Yes — I'd like to bundle my two cars as well.

Bundling typically saves clients up to 20% on premiums. What is the best mobile number and email to save your progress? I’ll send a link to securely upload your current declarations page so we can match or beat your limits.

Type your message…

From quote to policy bind — fully automated insurance scheduling

Connecting your insurance systems turns the assistant into a 24/7 digital producer, booking prospective buyers onto your agents' calendars before they wander to a competitor.

EZLynx Salesforce for Insurance AgencyMatrix HawkSoft Calendly

Real-time agent availability

Routes leads by line of business (commercial risks → commercial specialists).

Underwriting prep buffers

Gives agents 10 minutes prior to a call to pull property records, CLUE reports, and preliminary rates.

Management System sync

Generates a client record in EZLynx or HawkSoft with chat history and asset data so the agent is fully prepped.

Zero-friction setup

API-driven. Authorize your AMS, map line-of-business fields, go live.

Real-time producer calendar sync
Smart underwriting preparation buffers
No-code agency management setup

Optional upgrade

Collect a policy down-payment or binder fee via Epays/Stripe once an agent issues a finalized quote, or allow free no-obligation policy reviews.

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No hidden fees, no complex setups — just automated growth at a flat $299/year.

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Unlimited leads · Zero token fees · No contracts