INDUSTRY — INSURANCE
Quotes bound faster. Renewals kept. Claims calls off your team's plate.
The agent qualifies every quote request, gathers what a quote needs, books your agents, runs renewal and cross-sell nudges, and answers claim-status questions.
BActive
Beacon Insurance
SMS · Verbose agent
Hi, I need a quote for auto insurance. My renewal is coming up.
I can get that started. Who's your current carrier, and when exactly does your policy renew?
Statewide Mutual, renews August 2nd. Two cars.
Perfect — I have what I need to prep your quote. Sarah can walk you through options Thursday at 10 AM. Book it?
✓ Quote review booked · Thu 10:00 AM
THE PAINQuote requests go cold. Renewals and cross-sells fall through, and claims-status calls swamp staff.
WHAT THE AGENT DOESQualifies inbound quote leads — coverage type, current carrier, renewal date — gathers the info a quote needs, books the agent, runs renewal and cross-sell nudges, and handles claim-status questions over text and voice.
THE OUTCOMEMore bound policies per agent, higher renewal retention, and fewer status calls.
IN THE FIRST 90 DAYS
27%Higher renewal retention
2.4×More quotes worked per agent
0Claim-status calls reaching staff
Representative results for multi-line agencies.
What the agent handles for you
Quote-lead qualification & data capture
Renewal reminders & retention nudges
Cross-sell outreach on policy events
Claim-status answers over text & voice
Agent scheduling & follow-up
After-hours & weekend coverage
ON THE PHONE, TOO
It doesn't just text. It talks.
The same agent answers and places calls — natural conversation, real-time transcription, and the exact booking and escalation logic it uses over SMS.
- Answers every inbound call, 24/7
- Warm-transfers to a human with full context
- Outbound calls to qualify and confirm
Live call · Verbose voice agent
caller— Hi, I got a renewal notice and my premium went way up.
agent— I can help. Are you looking to re-quote the same coverage, or adjust it?
caller— Same coverage if it’s cheaper. Two cars and the house.
agent— Got it — I’ll have an agent review before your renewal date. Thursday at 10 AM work?
✓ Renewal review booked · Thu 10:00 AM
Works with the tools you already run
Browse all 800+ →Bookings, contacts, and conversation events sync straight into your stack — calendars, CRM, and billing, in real time.
Salesforce
HubSpot
Zoho CRM
Calendly
Outlook
Mailchimp
Live in days. Proven in 30.
DAYS 1–3Connect your quote lines and lead forms; set coverage-qualification rules.
DAYS 4–10Inbound quote requests answered and qualified in seconds, day or night.
DAYS 11–20Renewal reminders and cross-sell nudges begin running automatically.
DAYS 21–30Review bound-policy lift and renewal-retention gains.
Questions, answered
Can it work quotes across multiple carriers?It gathers the details a quote needs and routes qualified leads to the right agent or carrier workflow in your stack.
Does it handle claims?It answers claim-status questions and captures first-notice-of-loss details, then routes anything needing an adjuster to your team.
Will it help with renewals and cross-sell?It runs renewal reminders and cross-sell nudges automatically, based on policy events and dates.
How does it stay compliant?Opt-out/STOP handling, suppression, and 10DLC carrier registration are built in.