Your team spends too much time chasing incomplete quote requests, copying data between carrier portals, and following up on leads that go cold before a quote is ready. AI agents help your marketplace sort requests, clean up submissions, route them to the right carriers, and keep buyers moving without adding more manual work.
The work is the same, but the bottlenecks change.
No engineering team required. Go from idea to running agent in minutes.
Tell the agent what it should do — in plain language. Or choose from a library of ready-made agent templates built for your industry. No code, no configuration files.
Link your email, CRM, spreadsheets, Slack, or any other tool with one click. The agent reads, writes, and acts across all your connected apps automatically.
Hit start. Your agent runs 24/7 and sends you a clear summary of everything it did — what it found, what it acted on, and what needs your attention.
One common path your team already handles, now with less manual chasing.
The AI agent reads the request, checks the basic details, and separates complete submissions from ones that need more information.
The AI agent sends a short follow-up asking for the exact items needed to move the quote forward, such as prior carrier, effective date, or property details.
The AI agent matches the submission to the right carrier queue or comparison path based on the rules your team already uses.
The AI agent watches for updates, organizes responses, and alerts the team when a quote is ready to review or when a carrier needs more information.
The AI agent prepares the buyer update, summarizes options, and hands off the next step so your team can close the sale or move the lead forward.
Built around the work your team already does every day.
Reads incoming quote requests from web forms, email, or call notes and organizes the details as soon as a lead arrives.
Sends follow-up requests for missing information when a submission is incomplete or a buyer goes quiet after first contact.
Sorts each submission by product, state, appetite, and internal routing rules when the quote is ready to be sent out.
Tracks carrier replies, quote updates, and pending questions as they come in and alerts the team when action is needed.
Requests and organizes supporting documents such as proof of prior coverage, IDs, loss runs, or property details when a carrier needs them.
Prepares plain-language quote summaries and next-step messages when a quote is ready for review or decision.
See how we stack up against manual work and every other automation tool on the market.
One-click connections. No API keys, no developer setup required.
AI agents help insurance comparison marketplaces handle quote intake, carrier follow-up, and buyer updates faster so your team can quote more leads with less back-and-forth.
Directional results from reducing manual quoting work, follow-up delays, and rework.
"We stopped losing half the day to chasing missing fields and checking which quotes were still waiting on a carrier."
Straight answers to the questions that come up before you change a quoting workflow.
If your team is still spending hours on intake cleanup, carrier follow-up, and status checks, now is the time to fix it before another week of leads goes cold.