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Independent insurance agencies

Every quote request captured for a licensed agent. Nothing covered, quoted, or bound by a bot.

An AI service assistant that answers office, lines of business, billing, and certificate questions from your approved information, takes quote, renewal, and policy change requests for a licensed agent, and sends accidents and claims to the right place right away. On your website and by voice in the browser, with an AI disclosure at the start of every conversation.

Talk to a Ferragrid partner Partners: open the live demo
Live demo · fictional agency, Ridgeline Insurance Group
Before and after

What changes for the service desk.

Before

  • Quote requests from the website wait in a form until someone gets to them
  • Producers spend their day on hours, billing, and "who is my carrier" calls
  • Certificate requests arrive at 9 PM for a job site at 7 AM
  • After an accident, callers do not know whether to call you or the carrier

After

  • Every quote, renewal, and policy change request captured with name, contact, line of business, and office, day or night
  • Routine questions answered from your own words, consistently
  • Certificate requests taken with the holder's name and address, ready for the service team
  • Accidents and losses routed: 911 first if anyone is hurt, then the carrier's claims line, then a flagged callback
What it will not do

The lines that protect the agency and its license.

Each rule is an automated check run against the live assistant, results timestamped on the dashboard. The assistant is not a licensed agent and says so.

Never

Say what is or is not covered

Coverage questions go to a licensed agent. The assistant never interprets policy language.

Never

Quote, bind, or change a policy

No premiums, rates, or estimates. Change requests are captured; nothing changes until a licensed agent confirms in writing.

Never

Recommend coverage or a carrier

Advice that needs a producer license stays with a producer.

Never

Collect what it must not keep

No Social Security numbers, driver's license numbers, dates of birth, full policy numbers, or payment details.

What you get

A service desk that never sleeps and never oversteps.

Chat

On your website

A chat page plus a one line widget. Quote and certificate requests, knowledge gap logging.

Voice

In the browser

Clients can talk instead of type. Natural spoken replies, hands free mode.

Dashboard

For the principal

Requests by type, after hours capture, knowledge gaps, estimated value, and running cost.

Integrations

Into your systems

Every request flows to your inbox or through your automation platform, with every delivery logged.

Ownership

Yours

Your knowledge base, editable live with version history. Your data.

Phone

Not in this demo

A dedicated number answered by the same assistant is live for the dental demo; an agency number is a separate setup with its own disclosure review.

The math that matters

One new household a month, counted on the dashboard.

The dashboard counts each captured request against your first year commission per new household. The demo uses a stated assumption; your number replaces it.

24/7requests captured for a licensed agent
100%of conversations open with the AI disclosure
0coverage decisions, quotes, or binds, by design and by test

See the service desk done right.

CAPTURE → ROUTE → LICENSED AGENT · grounded in your approved information only

Talk to a Ferragrid partner

Ferragrid deploys through partners who already serve your agency. If you are one of them, join the program.