Qualify leads and pre-fill applications.
A chatbot can't tell a homeowner shopping for auto from a contractor who needs a GL quote — this is a custom AI you own that sorts the two, captures the risk facts a carrier needs to rate, and starts the application before the prospect shops the agency down the street. It gains new tools as you grow and upgrades to each new AI model — so it never goes out of date.
This is a real, working AI agent — the same kind of custom AI we'd build for your insurance business: yours to own, built around your workflow, and running on your own AI key. The day a better model ships, you point it there — no rebuild.
Tell it what you need, or tap a task below, and watch it work.
See it in action — you'll get a clearly-labeled sample of what this assistant could send your customers.
This is a sample of the kind of artifact the Lead & Application Assistant generates — a concrete output from a real job, not a chatbot reply. Try the live agent ↑ and see it produce one for your own scenario.
Your insurance build is a custom AI you own — a tireless worker that handles email, files and tasks for you. It doesn't age out the way a one-time chatbot does:
Your prices, policies and process stay locked so it never drifts off-script — the AI engine reading them gets sharper with each new model, so it improves without going off the rails. Why custom never goes out of date →
Drops into your existing website with one secure snippet (no rebuild), managed from your own dashboard. Want us to build the website itself? That's an optional add-on.
Not a chatbot bolted on, and not a one-time build that ages out — a custom AI you own that does real jobs (quoting, booking, drafting, triaging, answering), gains new tools as you need them, learns your business as it runs, and upgrades to each new AI model the day it ships. So it gets sharper without going off the rails.
An optional add-on: we build you a complete, modern website — fast, mobile and SEO-ready, with the agent wired in — or drop the agent into the site you already have. Either way, visitors get answers and you get booked leads, day and night.
We connect the build to the software you already run — calendar, inbox, CRM, accounting, payments and more — so one action updates everything instead of you re-typing it.
A private dashboard to see leads and conversations, edit every word, manage the assistant, and track what's working — with an audit log of who did what. You run it; we keep it running.
A 9 p.m. auto or BOP inquiry shouldn't sit in a form until someone opens it Monday. Optionally, we build a website with a page per line of business and a quote-request flow wired to the assistant, so an after-hours request is qualified, routed to the producer who writes that line, and captured with the risk details for a quote — instead of cooling overnight while the prospect keeps shopping.
Every insurance build ships with these specific tools, tuned to how your trade actually works.
Reads an inbound quote request and routes it by line of business so a commercial submission doesn’t land in the personal-lines queue.
Turns a short intake into a started application so the producer opens a populated file, not a blank one.
Replies to ‘is water backup covered’ and ‘what is my deductible?’ from your own policy materials, within scope.
Follows up on a policy heading toward expiration before it lapses — automatically — so the book doesn’t quietly leak.
The same assistant you can try below — here's the work it takes off your plate.
Reads an inbound quote request and routes it by line of business, so a commercial submission doesn't land in the personal-lines queue.
Turns a short intake into a started application, so the producer opens a populated file instead of a blank one.
Replies to 'is water backup covered,' 'does my GL cover a sub,' or 'deductible vs. limit' from your own policy materials, staying inside what those materials say.
Follows up on a policy heading toward its expiration date before it lapses, so the book doesn't quietly leak.
Collects the property, vehicle, or operations details a carrier needs to rate, so the submission isn't kicked back for more information.
Once an intake is quote-ready, offers open times with the producer who writes that line so the prospect can review and bind, instead of trading voicemails.
We wire the build into the tools you already run, so work flows once — automatically — instead of being re-typed across five tabs.
Qualified leads and started applications land in your management system, tagged by line of business.
A quote-ready prospect is booked onto the calendar of the producer who writes that line, not whoever's free.
Quotes, intake follow-ups, and renewal reminders go out on their own and get logged to the account.
Applications assemble from the intake and go out for the applicant's signature.
Every quote request from your line-of-business pages is captured, qualified, and routed.
Don’t see yours? If it has an API, we can almost always connect it.
Every build ships with the parts that make AI reliable in a real business — the difference between a demo and software you run on.
We feed it your docs, price book, policies and FAQs, so answers are yours — accurate and specific, not generic AI guesses.
Your logo, colors, voice and domain across the site and the assistant — it looks and sounds like you, not a vendor.
Hosted on secure, managed servers with HTTPS, backups and monitoring, and kept patched — nothing for you to babysit.
It runs on your own AI key, so the day a better model ships you point it there — no rebuild. Your data stays yours — never resold, never used to train someone else's model.
See what's converting and a searchable record of the important actions — leads, changes, logins — so nothing is a black box.
You stay in the loop where it matters, and guardrails keep the assistant on-script, on-brand and in-bounds.
Your numbers, no email needed — then have Ada turn them into a plan.
One build that never needs rebuying — and it gets smarter for free every time the AI models improve. No rebuild bill.
Rough is fine — you can refine on the free consult. Leave a field at 0 if it doesn't apply.
Curious what’s actually in the build? Full feature list → · How the build works · Hosting options · See examples
Yes. It is configured on your own products and process, so it can qualify inquiries, run intake, and answer common policy and quote questions consistently, with guardrails that keep it in-bounds.
We build it into your existing inbox, forms and calendar, so it handles whole tasks where that work already lands, not a separate app to operate. See [how it works](/how-it-works).
Yes. You bring your own AI key, so client data stays private, never pooled, resold, or used to train a public model. The assistant runs only on your agency's information.
Ada will sketch it in a minute — then we'll scope it on a free call.
A real, live AI agent · suggestions are estimates, not guarantees.