A visitor asks "how much would car insurance cost for a 2022 Golf?" Your AI agent collects their age, driving history, and coverage level through conversation - then calculates a premium estimate, emails the quote, adds them to your deal pipeline, and schedules an email follow-up. All before your first coffee.
Independent insurance agencies lose quotes every night and every weekend. Prospects visit your site at 9 PM, fill out a form (maybe), and by morning they have already called a competitor. Your phone rings during renewals season and nobody can pick up fast enough.
Boei's AI agent changes that. It handles website chat, WhatsApp, email, and SMS from one dashboard. It does not just answer questions - it takes action. It calculates premium estimates through webhook calls to your rating engine, collects documents like ID and vehicle registration, emails quote PDFs, adds leads to your deal pipeline as "Quote Sent," and schedules follow-ups automatically. When a prospect says "looks good, I want to proceed," the AI collects full details and hands the warm lead to a licensed agent with complete context.
No fabricated policy terms. No made-up coverage limits. The anti-hallucination system only answers from your approved content and hands off to a licensed agent for any binding decisions. Your compliance team can sleep at night.
Works alongside healthcare AI agents with similar compliance needs. Handles document-heavy workflows like legal AI chatbots. Property insurance agencies also use our real estate AI agent. All built on enterprise-grade security.
Looking at this from an agency or broker perspective? See the Boei for insurance agencies page. Comparing tools? Read the 9 best AI chatbots for insurance roundup.
See how independent agencies use Boei across their entire operation
Visitor asks about car insurance pricing. AI collects vehicle details, driving history, and coverage preferences through natural conversation - then calls your rating webhook to calculate a premium estimate in seconds.
Policyholder reports a fender bender at 11 PM. AI walks them through claims intake - collects incident details, photos, police report number - then looks up their policy status via webhook and creates the claim.
Website visitor at 2 AM wants to compare home insurance. AI qualifies them - property type, current coverage, budget - captures contact info, and delivers a warm lead with conversation context to your inbox by morning.
Not just chat - your AI agent takes real actions through webhooks and integrations
AI collects risk factors through conversation, calls your rating engine via webhook, and returns a premium estimate - all within the chat.
Prospect wants to compare coverage options. AI pulls plan details and shows side-by-side differences in deductibles, limits, and premiums.
Policyholder asks "where is my claim?" AI looks up the status via webhook to your claims system and gives a real-time update.
AI requests and collects ID, vehicle registration, proof of address, and other documents directly in the chat conversation.
Automated email reminders before policy expiration. When the customer replies, the AI handles the renewal conversation and collects updated information.
Based on the prospect's profile - age, assets, family situation - AI recommends appropriate coverage levels and explains the reasoning.
Prospect wants to understand the trade-off. AI calculates how different deductible levels affect their premium and presents clear options.
After calculating the estimate, AI generates and emails a professional quote PDF - no manual work from your team required.
Every qualified lead lands in your deal pipeline with the right stage - 'Quote Sent,' 'Follow-up Needed,' or 'Ready to Bind' - with full context.
Independent agencies need different tools than what GEICO or Lemonade built for themselves
Dr. Kirk Sanford
CEO & Founder, Longevity Medical Institute
Susan Jones
Founder/CEO, WebMaxSEO
Marcel Hogenhout
Managing Director, Orangebeard
Koen Rens
Owner, Luxe Kattenhotel
David K.
CEO Small-Business (50 or fewer emp.)
Seif Ahmed
@seif588
Neu
@siddharthaneu
Irfan
@mak_web_media
Peter C
@peter_c1
Andrew Lee
@fromlife89
Grzegorz G.
Joshua G.
Ronald D.
Director Small-Business (50 or fewer emp.)
Fahd T.
Founder Small-Business (50 or fewer emp.)
David S.
CEO/Founder Small-Business (50 or fewer emp.)
Vance W.
Julien V.
Développeur d'e-commerce Small-Business (50 or fewer emp.)
Grant
Hansie
Chandra Kusuma
Pepe
Arjun E.
José Manuel D.
Cristian Trappolini
Daniel Gyger
Nitesh Manav
Renaat Sioncke
Dr. Kirk Sanford
CEO & Founder, Longevity Medical Institute
Susan Jones
Founder/CEO, WebMaxSEO
Marcel Hogenhout
Managing Director, Orangebeard
Koen Rens
Owner, Luxe Kattenhotel
David K.
CEO Small-Business (50 or fewer emp.)
Fran Tully
Proinsias M.
Gavin S.
Sara Hall
Mike Foston
Lukáš H.
Bikram K. S.
Jay F.
Ilias A.
SEO Specialist
Jon
Weboo.gr
Roscoe Houston
Dieter Staudinger
Jeremy Smith
Brendah Akoth
Alexander Martenson
Sheeny
Nuno
Robert-Jan
CEO/Founder
CyberCooker
Eddine
Jairo R.
Account Executive
Jaime M.
Co-Founder
Stefan M.
CEO
Albert H.
Trainer
Andres S.
Director
Fran Tully
Proinsias M.
Gavin S.
Sara Hall
Your AI agent handles quote requests, claims intake, and lead qualification across website, WhatsApp, email, and SMS - while you focus on closing and servicing policies