AI Quote Funnel
The AI quote funnel sits in front of every channel — your website, your inbound SMS line, your Facebook page, your Instagram DMs — and handles the work your producers shouldn’t be doing: triage.
Line-of-business triage
Every inbound gets routed by line of business. A 28-year-old saying “I just bought a Tesla, what’s my insurance going to cost?” is auto. A retiree saying “I turned 65 last month and I’m overwhelmed by all these letters” is Medicare. The AI knows the difference and never lets the wrong producer walk into the wrong conversation.
Producer round-robin
Multi-producer agencies get round-robin routing tuned to producer capacity, line specialization, and time-of-day availability. A Medicare lead at 7 PM doesn’t sit overnight — it routes to the producer whose calendar is open.
Pre-filled intake
By the time the producer picks up the conversation, the prospect’s basic intake is already captured: line, household basics, current carrier (if any), reason for switching, preferred call window. Producer walks in 80% prepared.
Bilingual EN / ES
For agencies serving Spanish-speaking households, the AI runs identical flows in both languages. Producer routing respects each producer’s bilingual flag.
What it does NOT do
- Never quotes a premium
- Never recommends a carrier
- Never binds a policy
- Never makes a coverage recommendation
- Defers all licensed activity to a licensed producer
How it ships
Configured during your 10 dedicated install hours. We tune the line-detection prompts to the lines your agency actually writes, the producer round-robin to your team, and the calendar routing to your existing producer calendars in GHL.