Quote Intake Agent
by Katexs
Captures details and routes to the right line of business instantly.
Overview
Insurance quotes come in through every channel — phone, web, referral — and each one needs fast, accurate routing. This agent captures the prospect's details, identifies the line of business (auto, home, life, commercial), and routes the quote to the right producer with a complete handoff. It eliminates data entry delays and ensures no quote request sits in a general inbox.
What it handles
- Captures prospect details across voice, chat, and form submissions
- Identifies the line of business and coverage needs
- Routes the quote to the right producer with full context
- Collects VIN, address, or business info for accurate quoting
- Follows up on stale quote requests after 48 hours
Channels
Integrations
Workflow
- 01
Inquiry Received
Prospect calls, chats, or submits a quote request.
- 02
Qualify & Capture
Agent identifies line of business and collects key data points.
- 03
Route to Producer
Quote request routed to the right producer with full context.
- 04
Follow-Up
Stale quotes get a follow-up nudge after 48 hours of no producer action.
What you'll need
- Producer directory and line-of-business routing rules
- Quote intake forms by coverage type
- AMS integration or shared inbox