Qualify Insurance Prospects
by Policy Type and Value -- Before Your Agents Pick Up the Phone
Route auto, home, life, and commercial leads to the right agent with the right information. Convert quote requests into booked appointments 24/7.
14-day free trial. No credit card required. Set up in 5 minutes.
Sound Familiar?
Independent insurance agencies lose revenue every month to these common problems. CarsonBot solves all of them.
Product-Matching Confusion
Visitors don't know if they need a BOP, GL, or professional liability. A conversational flow routes them to the right product and agent.
Low Form Completion
Insurance quote forms are 15-20 fields long. Conversational intake sees 2-3x higher completion by asking one question at a time.
Stale Quote Requests
Prospects comparing quotes expect fast responses. A reply at 9 PM beats calling back at 9 AM the next morning.
No Lead Prioritization
A $500K commercial policy and a $15/month renter's quote shouldn't get the same treatment. Score leads by policy value.
How CarsonBot Works for Your Agency
From first contact to booked consultation, CarsonBot handles the entire lead qualification process so your agents can focus on closing policies.
Smart Policy Matching
Ask the right questions about coverage needs. Automatically route auto, home, life, commercial, and specialty leads to the right agent.
Lead Value Scoring
Score every prospect by estimated policy value and multi-line potential. High-value commercial leads go to senior agents immediately.
Instant Quote Appointments
Qualified prospects book consultation appointments directly. No phone tag -- they pick a time and bring their information.
Templates for Every Coverage Type
Start with a pre-built template designed for your lines of business, then customize it to match your agency.
Everything You Need to Convert Insurance Leads
Powerful features designed for how independent insurance agencies actually operate.
Policy Type Routing
Automatically identify coverage needs and route to the right product specialist -- auto, home, life, health, or commercial.
Lead Value Scoring
Score prospects by estimated premium value. Prioritize high-value commercial leads over low-value personal lines.
Calendar Integration
Sync with Google Calendar or Outlook. Qualified prospects book consultations with the right agent.
Multi-Line Detection
Identify cross-sell opportunities during intake. A home inquiry can become a bundled auto + home + umbrella policy.
Smart Data Collection
Collect coverage details, property info, driving history, and current coverage -- conversationally, one question at a time.
AMS/CRM Sync
Push qualified leads and collected data to your agency management system automatically.
Up and Running in 3 Simple Steps
No coding, no complicated setup. Get your lead qualification bot live in minutes.
Choose a Template or Build Your Own
Start with our insurance intake template or create a custom qualification flow for your agency's specific products.
Embed on Your Website
Add the chat widget to your agency website with a single line of code. Matches your brand.
Qualify and Route Automatically
Prospects are scored by value, matched to the right product, and booked with the right agent -- 24/7.
Start Qualifying Insurance Leads in 5 Minutes
Stop letting high-value commercial leads sit in a generic inbox. Let CarsonBot qualify prospects, score policy value, and book consultations around the clock.
Free 14-day trial. No credit card required.