Use Case · Insurance
Lead generation

AI Voice + Chat for Insurance

Capture quote leads, route active claims, never quote a rate.

An insurance intake assistant that captures the line of insurance, current carrier and renewal date — never quotes a rate or guarantees approval, and instantly transfers active claims with injury or damage in progress.

Inbound + outbound voice
Embeddable web chat
Live in < 5 minutes

Powered by FloGPT's AI voice agents, AI chat widget and unified AI CRM.

Insurance
English (IN) · +1 (555) 010-2025
Lead generationLive · 00:01
AI Agent
Hi, calling about a quote, claim, or policy change?
Pipeline:GreetCaptureQuoteAgent

Toggle between voice and chat to see how the same agent handles both. Click "Play sound" to enable the audio cues.

What FloGPT does for Insurance

Five high-impact moves, working out of the box

Every vertical pack ships with prompts, scripts, intent gates and post-call triggers pre-tuned for the way insurance businesses actually run.

Capture line (auto, home, life, health, commercial), carrier and renewal date

Never quote rates or guarantee approval — collect and hand off to a licensed agent

Push leads to AMS360, Applied Epic or any agency-management system

Instantly transfer active-claim callers (injury, accident, damage)

Send quote-request SMS confirmations with the agent's callback ETA

Why FloGPT

Built for the way insurance actually works

Compliance-first

Never quotes rates or makes binding promises — every quote routes to a licensed agent.

Claims-aware

Detects active-claim language (accident, injury, totaled) and transfers to a human instantly.

Renewal-driven

Captures the renewal date so your team can re-engage at exactly the right moment.

Call Pipeline

The insurance pipeline, visually

Every conversation follows a clear flow. You can edit nodes, branch on intent, add tools and re-publish — all from the visual Call Pipeline editor.

Greet
Capture
Quote
Agent
Outbound · Pre-built triggers

The agent doesn't just answer — it dials out, too

Each pack ships with a few outbound triggers tuned for the vertical. They're disabled by default — review and enable from the dashboard when you're ready.

Renewal-window outbound call

Calls policyholders 30 days before renewal to quote alternatives.

Quote-followup call

Calls back prospects who requested a quote but didn't bind.

Ready to deploy?

Spin up the Insurance pack in minutes

Sign up free, attach a phone number or paste the chat-widget script, and pick this pack on the dashboard. The agent's already trained.

Insurance · FAQ

Insurance FAQ

Common questions about deploying FloGPT in insurance businesses.

Yes. FloGPT ships a vertical pack pre-tuned for insurance — system prompts, voice scripts, intent rules, and recommended outbound triggers are configured out of the box. You can deploy the agent to your phone number and website widget in under an hour.