When a prospect requests a quote, they're contacting three agencies at once — the first to respond wins. This template captures and qualifies leads instantly, explains coverage in plain language, and walks policyholders through claims.
Deploy this template freeCoverage, claims, quotes
Top questions handled
No coverage advice given
Compliance
Unlimited chats
Scales during disasters
< 10 min
Setup time
See how the chatbot handles real conversations in each scenario. Every script is customizable — just add your business details.
Capture and qualify quote requests by collecting essential information before routing to an agent.
Example conversation
Hi! Looking for an insurance quote? I can help get you started.
I need car insurance
I'll connect you with the right agent. A few quick questions:
- Is this for a new policy or switching from another provider?
Switching
Got it. What type of coverage are you looking for?
Full coverage
And how many vehicles?
2
Last question — what's your zip code?
90210
Thanks! For a personalized quote, I'll connect you with an agent. What's your name and best contact number?
Guide policyholders through the initial claims process and collect incident details.
Example conversation
I'm sorry you need to file a claim. I'll help guide you through the process.
I was in a car accident
First — are you and everyone involved safe?
Yes, everyone is okay
Good. Here's what to do next:
1. **Document the scene** — photos of damage, license plates, insurance info exchange
2. **File a police report** if there are injuries or significant damage
3. **Call our claims team** at 1-800-555-CLAIM (available 24/7)
To speed up the process, I can collect some details now:
- Date and time of the accident?
- Location?
- Brief description of what happened?
Explain coverage types, deductibles, and policy terms in plain language.
Example conversation
What coverage question can I help with?
What's the difference between comprehensive and collision?
Great question! Here's the simple breakdown:
🚗 **Collision** covers damage to YOUR car from an accident (you hit something or something hits you).
🌳 **Comprehensive** covers damage from everything ELSE — theft, vandalism, weather, falling objects, animal strikes.
Most full-coverage policies include both. Your deductible applies to each separately.
Want to understand your specific deductible options?
Schedule consultations with agents for complex policy reviews and new client onboarding.
Example conversation
Would you like to schedule a consultation with one of our agents?
Yes, I need to review my homeowner's policy
I'll set that up. Our agents specialize in:
For homeowner's, I'd recommend speaking with our property specialist. Available times:
📅 Tomorrow 10:00 AM
📅 Thursday 2:00 PM
📅 Friday 11:00 AM
Which works?
Set up your insurance chatbot in under 10 minutes. Add your website, customize the tone, and launch.
Start free — no credit card requiredWant the full picture? Read our comprehensive guide on AI chatbots for insurance — including ROI data, feature deep-dives, and implementation strategies.
The chatbot collects qualifying information (coverage type, vehicle count, zip code, etc.) and routes it to your agents for quoting. It doesn't generate quotes directly, which ensures compliance — all quotes come from licensed agents.
The chatbot is trained to never provide specific coverage advice or make coverage recommendations. It explains coverage types in general terms (from your published content) and routes specific advice questions to licensed agents. The system prompt includes explicit compliance guardrails.
Yes — this is where chatbots shine. During a major weather event or disaster, the chatbot handles unlimited simultaneous conversations, guiding each policyholder through initial claims steps while your agents focus on complex cases. No hold times, no missed calls.
Both. Independent agencies use it to capture and qualify leads across multiple carriers. Carriers use it for policyholder support and claims triage. The template adapts based on the content in your knowledge base.
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Join businesses that have automated support, captured more leads, and cut response times to zero — no code required.
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