Sales

Insurance Quote Request

Most quote forms ask for policy type and click 'submit.' Your concierge asks why they're shopping, what happened with their last carrier, and what coverage actually matters to them. Now your team can quote with confidence and address the real objections before they come up.

1

Paste your form URL

We analyze the page—and the rest of your site—to understand what your company does, how you talk about it, and what makes you different. Your concierge gets branded with your logo and colors, and speaks in your voice from the start.

No credit card required

2

Customize with natural language

Tell your concierge what to do—in plain English (or any other language). Add logic, require certain questions, or guide users to different destinations based on their answers.

Add conditional logic

If they have prior claims, ask for details about what happened

If they're switching carriers, ask why they're leaving their current provider

Add mandatory questions

Always ask about their current coverage limits and deductibles

Ask when their current policy expires

Guide users based on their answers

If they need commercial coverage, route to the business insurance team

If they're a high-value prospect, offer to schedule a call with an agent

3

Add automations

Connect your concierge to Slack, your CRM, or any API—using the same natural language interface.

Example automations

Create a Salesforce lead with coverage needs and qualification score

Push policy details to Guidewire for automated quoting workflows

Sync prospect data to Duck Creek for underwriting review

Salesforce
Guidewire
Duck Creek
+Any API

Embed your concierge

Choose from 7 embed options—popup, slider, inline, full-page, and more—or use the MCP to build it directly into your app.

Build with AI-assisted code

Use the Perspective MCP Server to replace your current onboarding wizard with an intelligent concierge—directly from Claude Code, Cursor, or Windsurf.
Explore the MCP Server

Experience an insurance quote request concierge