New Customer
Quote guidance, coverage education, and fast lead capture in one chat-first flow.
Cover Platform
Insurance AI Conversion Funnel
Quotes, Support, Recruiting, and Booking in One Guided Flow
Start with chat, upgrade to voice when appropriate, and route every conversation to the right assistant path with backend-controlled compliance and human transfer.
Fast Routing
- New customer discovery and lead capture
- Existing customer support and escalation
- Agent recruitment qualification
- Advisor callback and appointment booking
Conversion Hub
Start The Right Insurance Workflow Instantly
Existing Customer
Get policy support quickly, then escalate to human help when required.
Agent Recruit
Qualification questions, recruiting flow, and advisor interview booking.
AI Insurance Assistant
LiveAsk anything about coverage — get expert-level answers in seconds.
Instant answers
IUL, term life, annuities
Auto-qualify leads
Name, phone & email captured
Book appointments
Fills your calendar instantly
No account needed · Responses in <10s
Choose Your Intent Path
Each path uses dedicated assistant routing logic to maximize conversion quality and reduce handoff friction.
I Need New Coverage
Get matched to the right policy path and generate qualified leads quickly.
Start New Customer Flow →I Need Policy Support
Route existing customer questions and escalate to a licensed human when required.
Open Support Flow →I Want To Join As An Agent
Qualify recruitment interest and move prospects into advisor interview booking.
Open Recruitment Flow →I Want A Callback
Book an advisor consult or request immediate transfer for high-intent conversations.
Open Booking Flow →Licensed Professionals
A+ Rated Carriers
500+ Families Protected
100% Free Quotes
Need Immediate Advisor Help?
Use the assistant for rapid qualification, then transfer to a licensed human advisor when needed.