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Agent · Backlog

Agency Quote Intake & Comparative Rating Agent

Gathers quote data conversationally from prospects, pre-fills carrier portals and comparative raters, and returns bindable personal-lines quotes for producer review.

Not yet specifiedSemi-autonomousComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.

What it does

  • Collect risk data (drivers, vehicles, dwelling, prior carrier, claims history) via chat/voice
  • Pre-fill ACORD forms and comparative rater
  • Retrieve bindable quotes from appetite-matched carriers
  • Summarize coverage differences
  • Hand off to producer for review before bind

Systems and data it works with

  • Comparative raters (Vertafore PL Rating, EZLynx)
  • Carrier quoting APIs
  • AMS (Applied Epic, AMS360)
  • Bolt AI for Agencies
  • LexisNexis/Verisk data prefill