For insurance agents & agencies
Quote requests that wait overnight get quoted elsewhere
Route coverage needs, score policy value, and book consultations with serious prospects — so multi-line commercial doesn’t sit in the same pile as a $15 renter’s form.
14-day Pro trial. No card. Cancel anytime.
2–3×
Higher completion vs long forms
3–5×
Value of multi-line policies
80%
Routine questions AI can handle
14 days
Full Pro trial
Long forms and slow replies kill good business.
Prospects comparing quotes expect a fast, clear path — not a 20-field form and a callback tomorrow.
Visitors often don’t know BOP from GL from professional liability. Without routing and scoring, high-value commercial sits next to low-premium personal lines and both get the same cold follow-up.
Product-matching confusion
Conversational questions route people to the right line and the right agent.
Low form completion
One question at a time beats a wall of fields. Completion jumps when it feels human.
Stale quote requests
A reply at 9 PM beats a voicemail at 9 AM. Availability wins comparisons.
No prioritization
Score by estimated premium and multi-line potential so senior agents see the right book.
What changes when intake routes and scores
Agents spend time on writing policies, not digging through forms.
Smart policy matching
Auto, home, life, commercial, specialty — route by need, not by whoever opened the inbox first.
Lead value scoring
Estimated premium and multi-line potential bubble high-value commercial to the top.
Quote appointments booked
Qualified prospects pick a real slot and show up with the information you need.
Built for agencies
Policy type routing
Identify coverage needs and hand off to the right specialist.
Value scoring
Weight premium potential so your best producers see the best work first.
Calendar + CRM
Book consults; push contacts and notes into HubSpot, Pipedrive, or webhooks.
After-hours coverage
Answer every quote request without a 24/7 front desk.
Three steps. One afternoon.
Template for your lines. Embed. Book the right appointments.
Step 1 · Build
Build
Start from an insurance qualification template. Map products, scoring, and booking to how your agency works.
Step 2 · Publish
Publish
Add one script tag to your site. CarsonBot answers every visitor, scores fit, and only books the people who should reach your calendar.
Step 3 · Book
Book
High-value prospects book with the right agent. Low-fit traffic gets help without eating the day.
14-day Pro trial. No card. Cancel anytime.
Write more policies. Chase fewer dead forms.
Free Pro trial for 14 days. No card. Put a real intake on your site before the next campaign.
Same product as the homepage — tuned for your industry.