Sorts the quote from the claim from the change of address, and gets each to the right person.
An agency's inbox is a mix of new quotes, policy changes, billing questions and claims, each with a different owner. Frontiva answers first from the facts you approve, turns each enquiry into a lead or an assigned conversation, and hands the rest to a licensed person. Nothing about coverage or price is ever said by software.
A real conversation
Hi, I just bought a car and need to add it to my policy
Congratulations. I can get that to your account manager. Is the policy under your name, and do you have the vehicle's year, make and model handy?
Yes, 2024 Honda CR-V
Thanks. Priya handles your account and will confirm the change and any premium difference with you directly today.
Workflows that matter here
Quote requests become leads
Every quote request lands in a pipeline with a visible score, assigned to the agent who writes that line or automatically to whoever has the fewest open leads.
Policy service in a shared inbox
Changes and certificate requests are assigned to the account manager, with internal notes the client never sees.
Claims numbers, instantly
The AI answers with the right carrier claims number from your approved facts, and a claims keyword hands the conversation to an agent.
Renewals that do not slip
Follow-up tasks with due dates and an overdue view keep renewal calls on someone's list.
Qualifying questions the AI asks
- What kind of coverage are you asking about (auto, home, business, life)?
- Are you an existing client with us?
- Is this about a new quote, a change to a policy, or a claim?
- What is the best way and time to reach you?
What to load into Knowledge
- Lines you write and carriers you represent
- Claims phone numbers per carrier
- Which agent or account manager handles which lines
- What a client needs for a quote (drivers, vehicles, property details)
Compliance notes for insurance agencies
- The agent never states a premium, a rate, or whether something is covered. It hands those to a licensed person.
- It does not bind coverage or confirm a change is in effect. The account manager does, in writing.
- Claims are pointed to the carrier's claims line with your approved wording; the AI does not take a claim statement.
Insurance Agencies FAQ
Will it give quotes by text?
No. It answers general questions from your facts, and quoting stays with licensed staff.
Can it route by line of business?
Assignment is by hand, or automatic to the teammate with the fewest open leads. Rules that route by line of business are not built yet.
What does it do with a claim at 11pm?
It answers with the carrier's 24-hour claims number from your knowledge; a reply to someone who just wrote in goes out at any hour. The morning follow-up is your team's.
Where to go next
The features that matter here
Read first
What it costs
Start with the insurance agencies template.
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