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Quote Intake & Claims Routing — Compliance-Friendly

Coverage questions, quote requests, and claims routing — all governed by your approved language with safe escalation for specifics.

💰 Quote Intake 📋 Claims Routing 🔒 Safe Escalation

Sound Familiar?

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Phone Tag

Prospects want quotes but you're on the phone with existing clients. They call your competitor.

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Coverage Questions

"Does my policy cover this?" needs careful, accurate answers to avoid E&O risk.

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Claims Intake

Clients report claims at all hours. Capturing details accurately matters for processing.

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Quote Requests

Gathering info for accurate quotes takes time. Incomplete info means follow-up calls.

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Certificate Requests

Clients need proof of insurance fast. Simple requests take staff time.

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Compliance Concerns

Saying the wrong thing about coverage could create liability. Consistency is critical.

⚠️ Important: Bob Provides Information, Not Advice

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.

What Bob Does for Insurance Agencies

💰 Quote Intake

Collects information needed for accurate quotes — vehicle info, property details, coverage needs.

In Progress

📋 Claims First Notice

Captures claim details (date, description, contact info) and routes to your claims team.

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❓ General Coverage Info

Explains what types of coverage you offer — from your approved content only.

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🔒 Safe Escalation

For specific policy questions, Bob captures details and routes to a licensed agent.

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See Bob in Action

💰 Quote Request

I need a quote for auto insurance
I'd be happy to help gather info for your quote! First, how many vehicles would you like to insure, and what's the primary driver's date of birth?
2 vehicles, I was born 3/15/1985
Got it — 2 vehicles, primary driver DOB 3/15/85. I'll need a few more details. What are the years, makes, and models of both vehicles?

📋 Claim Report

I need to report a fender bender
I'm sorry to hear that. I'll help capture the details for our claims team. First, is everyone okay? When and where did the accident occur?
Everyone's fine. It happened today around 2pm at the Main St intersection
Good to hear everyone's safe. I've noted the date, time, and location. Was there another vehicle involved? If so, did you exchange information?

❓ Coverage Question

Does my homeowner's policy cover flood damage?
Standard homeowner's policies typically don't include flood coverage — that usually requires a separate flood policy. However, I can't speak to your specific policy. Would you like me to have an agent review your coverage and follow up?

💰 See Your Potential ROI

Bob could help capture (in annual premium):

$12,990/month ($155,880/year)

Capture More Quotes Without More Staff

Join our waitlist and we'll configure Bob with your product offerings, intake forms, and compliance language.

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