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