[IT] Quote intake, first notice of loss, and FAQs—handled on [IT] your website today [IT] (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.
[IT] Shoppers compare three agencies; the first structured reply wins—voicemail is a leak.
[IT] “Does my policy cover X?” needs a licensed answer every time—not confident improvisation.
[IT] Accidents don’t wait for Monday; incomplete first notice slows carriers and frustrates insureds.
[IT] 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.
[IT] 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.
[IT] “What lines do you offer?” “How do I start a quote?” “What info do you need for an auto quote?”—from published materials only.
[IT] Structured quote fields, FNOL narratives, COI / certificate requests, and [IT] any [IT] question that implies a specific policy interpretation.
[IT] Web chat [IT] on your site: live on Starter and up. [IT] Voice [IT] on your site: beta. [IT] Phone, SMS, and WhatsApp [IT] on your business lines: rolling out (phone target Q2 2026)—[IT] Professional [IT] is the tier we’re lining up for when those channels switch on (including stressed after-hours callers). [IT] Proof Center [IT] tracks what’s proven vs. in progress.
[IT] Vehicles, drivers, dwellings, coverage goals—structured for producers.
[IT] Captures who/what/when/where and routes to your FNOL inbox.
[IT] Only from approved content—never a client-specific guarantee.
[IT] Licensed follow-up for interpretations, binders, and disputes.
[IT] Bob could help capture (in annual premium):
[IT] $12,990/month ([IT] $155,880/year)[IT] 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.