Insurance

An insurance chatbot that pre-qualifies coverage needs.

Canvas Layer configures the chatbot around your policy offerings, risk capture, and agent routing to streamline the quote process.

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Built around the buying flow

Built for insurance brokers and agencies that want to capture risk details efficiently and connect clients with the right expert.

Coverage limits, premiums, and deductibles

Claim process and policy renewal

Specific riders and exclusions

Your team receives

Coverage needs, basic risk profile, and current policy status before a broker takes over.

Product answers

Sizing, shipping, and policy answers in real-time.

Cart recovery

Moves hesitant shoppers from doubt to checkout.

Support filtering

Order issues reach your team with context.

Best fit

Built for insurance brokers and agencies that want to capture risk details efficiently and connect clients with the right expert.

Best for insurance brokerages aiming to streamline quote generation and improve client response times.

Operational handoff

Brokers receive the coverage requirements, current policy details, and budget context.

Launch Now

Stop losing high-intent customers to slow responses.

Deploy a fully custom-trained AI agent for your brand in days. No complex setup on your end.

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Live interaction

What the AI qualification feels like for insurance.

Simulation

Live chat simulation

Tap through the flow to see what the chatbot captures before human handoff.

Today

Hi, I can help with quotes, policy questions, and claims routing.

10:24

Which path should the bot open first?

Before rollout

Brokers spend significant time on data entry for basic risk profiling

Clients are confused by policy jargon and drop off before requesting a quote

Claim inquiries clog up the sales team’s inbox

After rollout

The chatbot captures basic risk and coverage requirements conversationally

Simple policy and claim process questions are answered instantly

Brokers receive structured lead data ready for a quote

How The Bot Thinks

A qualification workflow built around real insurance enquiries.

The goal is not endless chat. The goal is to answer the first questions, qualify the lead, and hand better context to your team.

Policy Assistant AI

Answers standard coverage, premium, and claim process questions.

Outcome

Clients get fast answers without waiting on hold.

Coverage Qualifier

Collects basic risk details and coverage needs for a quote.

Outcome

Brokers save time on data entry and focus on advising.

Quote Router

Directs the lead to the appropriate specialist (e.g., auto vs. health).

Outcome

Clients are connected with the right expert faster.

Broker Handoff

Hands over complex policy structuring to a licensed broker.

Outcome

Brokers close deals with fully prepared context.

Bot Knowledge

Trained on the questions you hear every day.

What does this health policy cover and what is the deductible?

I need a quote for commercial liability insurance.

How do I file a claim for my recent accident?

Test the live chat, then scope your rollout.

See the AI handle qualification in real-time, or skip straight to discussing your implementation.

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