[DE] Office 168/52 for Insurance Agencies

[DE] Quote intake, first notice of loss, and FAQs—handled on [DE] your website today [DE] (voice: beta; business phone: on our roadmap) using only the language and facts you approve. Bob never interprets a specific policy; he captures detail and routes to licensed producers when it matters.

[DE] 💰 Quote Intake [DE] 📋 Claims Routing [DE] 🔒 Safe Escalation

[DE] Three agency front-office risks

[DE] 📞

[DE] Missed quote windows

[DE] Shoppers compare three agencies; the first structured reply wins—voicemail is a leak.

❓

[DE] Coverage gray area

[DE] “Does my policy cover X?” needs a licensed answer every time—not confident improvisation.

[DE] 📋

[DE] FNOL at odd hours

[DE] Accidents don’t wait for Monday; incomplete first notice slows carriers and frustrates insureds.

[DE] ⚠️ Important: Bob Provides Information, Not Advice

[DE] Bob shares general information from your approved content but never provides specific coverage advice, policy interpretations, or claim determinations. For specific questions, Bob escalates to licensed agents.

[DE] How Bob fits insurance agencies

[DE] What he learns

[DE] Carrier appetite summaries you approve, office hours, lines you sell (P&C, life, benefits), intake forms, and generic educational FAQs—never client-specific policy text unless you explicitly allow a secure workflow.

[DE] What he answers

[DE] “What lines do you offer?” “How do I start a quote?” “What info do you need for an auto quote?”—from published materials only.

[DE] What he captures & routes

[DE] Structured quote fields, FNOL narratives, COI / certificate requests, and [DE] any [DE] question that implies a specific policy interpretation.

[DE] Phone vs. web

[DE] Web chat [DE] on your site: live on Starter and up. [DE] Voice [DE] on your site: beta. [DE] Phone, SMS, and WhatsApp [DE] on your business lines: rolling out (phone target Q2 2026)—[DE] Professional [DE] is the tier we’re lining up for when those channels switch on (including stressed after-hours callers). [DE] Proof Center [DE] tracks what’s proven vs. in progress.

[DE] Example caller & prospect questions

[DE] “I need an auto quote—what do you need from me?”
[DE] “Do you write commercial GL for contractors?” [DE] (published appetite only)
[DE] “I had a fender bender—how do I report it?”
[DE] “Does my homeowner’s cover flood?” [DE] (generic education + escalate for [DE] their [DE] policy)
[DE] “I need a certificate for a job site tomorrow.”
[DE] “What’s your fax / mailing address for proof of insurance?”

[DE] Internal workflow assists

[DE] FNOL packet: time, location, parties, injuries yes/no, police report #, photos offered.
[DE] Tags “urgent liability” when keywords suggest injury or third-party damage.
[DE] Surfaces FAQ gaps (“rideshare endorsement?”) so compliance updates the library once.

[DE] Escalation examples

[DE] Any “does my policy…” question: [DE] Bob gives no determination; offers licensed callback with captured details.
[DE] Complaints, threats, or regulatory language: [DE] immediate human routing per your playbook.

[DE] Same platform—not an “insurance bot” SKU

[DE] Governed voice [DE] from your compliance-approved snippets.
[DE] Refusal by design [DE] on advice, binders, and policy interpretation.
[DE] One Bob[DE] —P&C is a tuned playbook alongside your other industries.
[DE] Same Bob across channels [DE] as we turn them on—web chat today, voice beta, phone on the roadmap. See [DE] Proof Center.
[DE] Audit-friendly handoffs[DE] —structured notes to producers.

[DE] Capability snapshot (insurance)

[DE] 💰 Quote intake

[DE] Vehicles, drivers, dwellings, coverage goals—structured for producers.

[DE] In Progress

[DE] 📋 Claims first notice

[DE] Captures who/what/when/where and routes to your FNOL inbox.

[DE] In Progress

[DE] ❓ General coverage education

[DE] Only from approved content—never a client-specific guarantee.

[DE] In Progress

[DE] 🔒 Safe escalation

[DE] Licensed follow-up for interpretations, binders, and disputes.

[DE] In Progress

[DE] 💰 See Your Potential ROI

[DE] Missed quote requests per week

[DE] Average annual premium ($)

[DE] Quote-to-bind rate

[DE] Bob could help capture (in annual premium):

[DE] $12,990/month ([DE] $155,880/year)

[DE] Capture more quotes without more chaos

[DE] Join the waitlist, book white-glove onboarding, or request a compliance review—we’ll wire Bob to your approved FAQs, intake paths, and escalation rules.

[DE] Join the waitlist [DE] Book white-glove onboarding [DE] Request a compliance review

[DE] ← All industries