End-to-End Automated Policy Purchase
A conversational agent that sells a policy end to end — validating inputs, recommending coverage, updating quotes mid-conversation, and taking payment inline.
Client
US-based commercial insurance provider
Industry
Insurance
Duration
Production engagement
What problem did they face?
Manual quoting, complex policy rules, and high drop-off during purchase created inefficiency and lost revenue.
How did we solve it?
We built a conversational AI agent that runs the full policy purchase: it validates user inputs in real time, recommends coverage based on the user's profile, updates the quote at any point in the conversation without restarting the flow, and processes payment inline via Stripe — all without human intervention.
Measurable Impact
Technologies Used
Start With a Pilot
A Working AI Agent
in 2–3 Weeks
Start with a fixed-fee pilot: a working agent in your environment, tied to one success metric. Continue on a build-and-operate retainer or walk away.