Built for Insurance Agents

More Quotes,
Less Phone Tag

BotDesk qualifies website visitors, answers coverage questions, and captures quote requests 24/7 — so every call you make is to a warm, ready-to-talk prospect.

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The Problem

Most Insurance Leads Never Become Conversations

They visit your site, can't get an immediate answer, and move on to the next agent.

🕐

Leads shop outside business hours

Someone comparison-shopping for auto or home insurance at 9pm won't wait until tomorrow for a callback. They'll get a quote elsewhere tonight.

📋

Unqualified leads waste your time

A chatbot pre-qualifies leads — coverage type, current insurer, timeline — so your calls are with prospects who are actually ready to switch.

❓

Basic questions bounce visitors

"Do you handle commercial?" "Do you work with [carrier]?" Without instant answers, curious visitors leave before they ever become leads.

How It Works

From Website Visitor to Quote Request in Minutes

BotDesk learns your book of business and qualifies leads around the clock.

1

Train It on Your Practice

Lines of coverage you write, carriers you work with, states you're licensed in, and your quote process. Takes about 10 minutes.

2

Add to Your Website

One line of code on any platform. Works on WordPress, Wix, Squarespace, and agency management system sites.

3

Receive Pre-Qualified Quote Requests

Coverage type, current situation, timeline, and contact info — everything you need to make an informed call that converts.

What It Handles

Questions Prospects Ask Before Requesting a Quote

Your chatbot answers these instantly — then captures the lead before they move on.

💬 "What types of insurance do you offer?"
Lists your lines — auto, home, life, umbrella, commercial, renters — and whether you're an independent or captive agent.
💬 "Can you beat my current rate?"
Explains the process — "Let me get your info and I'll compare rates from multiple carriers to find you the best option."
💬 "Do you handle commercial insurance?"
If yes, lists the commercial lines you write — BOP, GL, workers comp, professional liability — and captures the business type.
💬 "How long does it take to get a quote?"
Your typical turnaround time — same day, within 24 hours — and what info you'll need from them.
💬 "My renewal is coming up — can you help?"
Confirms you can review their current coverage and shop the market, then captures their contact info and renewal date.
💬 "Do you work with [specific carrier]?"
If you're an independent agent, confirms your carrier relationships. If captive, clearly states your carrier and what you offer.
FAQ

Common Questions

No — and that's by design. Insurance quotes require underwriting data that a chatbot can't reliably collect or rate. The chatbot captures the lead and basic info so you can provide an accurate quote. Attempting to give chatbot-generated quotes creates more problems than it solves.

You configure what to collect. Most agents gather: coverage type needed, current carrier and approximate premium, key facts (for auto: vehicles and drivers; for home: property type and age), timeline, and contact info. This lets you walk into the quote call already prepared.

Yes — you configure which lines you write and the chatbot routes inquiries accordingly. Personal lines and commercial inquiries can be handled with different qualification questions if you set it up that way.

BotDesk works on any website that allows adding custom HTML — including most agency website platforms, WordPress, Wix, and custom-built sites. If you can paste a script tag, it works.

Plans start at $29/month. One additional policy per month from after-hours or missed web traffic covers the cost many times over. There's a 7-day free trial — your card is added at signup and you're only charged if you don't cancel before day 8.

Stop losing leads to agents who respond faster

BotDesk qualifies your website visitors and captures quote requests 24/7, so your first call is always to a warm lead.

Start 7-Day Free Trial

✓ 7-day free trial · cancel anytime   💳 Card required   ✓ Under 5 minutes    Starts at $29/mo