Collect what an agent needs, without quoting
Insurance: quote request intake. We set up your business profile in ChatGPT for free; the plug-in works from it.
The details each policy type requires, from your profile.
Quotes come only from your licensed agents.
The policy type and details reach an agent.
- A licensed agent prepares the quote
- Needed: property ZIP code, year built, start date
An illustrative Insurance example. Oakmont Insurance is a made-up business.
How the plug-in works for Insurance
People shopping for insurance ask an AI assistant what cover they need and where to get it. Quoting a premium is a licensed activity, so the useful thing an assistant can do is tell the customer what details are needed and pass them to an agent.
The customer describes the job, the plug-in works out an estimate from your published prices, and once they agree it sends your team the request with the estimate and a reference. General questions about coverage types and quote requests are answered from your business profile.
Your team confirms every quote itself. The plug-in never takes payment and only shares what you have published. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers. Do not quote premiums; collect details for a licensed agent.
The Insurance plug-in is available to businesses in any country. Free setup of your business profile in ChatGPT is for US businesses for now; outside the US, choose a plug-in plan and we confirm your setup with you. Plug-in plans are $24.99 a month or $199 a year, paid through Stripe.
Where it pays off
A home quote request with the property basics.
A comparison request sent to an agent.
A commercial enquiry with the right contact.
A reference check instead of a call.
What your customers can do
What the Insurance plug-in does
Main function: Quote request intake.
Starter prompts
- Quote request intake
- What does a basic home policy cover?
- How do I contact the business?
Tools
- get_quote_requirements
Work out a price estimate for a policy type from the business's published price list, or list what can be estimated. Creates nothing and is never a final price. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers. Do not quote premiums; collect details for a licensed agent.
- request_quote
Send the customer's policy type request and estimate to the business so it can confirm a price and a time. Use only once the customer agrees to send it. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers. Do not quote premiums; collect details for a licensed agent.
- get_quote_status
Look up the status of a request by its reference.
- get_business_info
Answer a general question about this insurance business using only its published profile: coverage types and quote requests. Creates nothing. If the profile does not cover the question, say so and use get_contact. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers. Do not quote premiums; collect details for a licensed agent.
- get_contact
Return the business's published contact details and opening hours for anything the other tools cannot do.
Included in every plug-in
Built from your profile
Your hours, services, location and contact details are the source, so answers stay on topic for your business.
Made for your industry
Each of the 80+ industries has a standard plug-in with the questions and enquiry steps that kind of business needs.
Enquiries reach your team
When a customer wants a quote, booking or call back, the request is sent to you to follow up.
Stays in step
Update your business profile and the plug-in reflects it. No separate content to maintain.
Pricing
Prices in US dollars. Plug-in plans are paid through Stripe after we confirm your plan with you; your card details stay with Stripe. Who it's for and how you pay
Get started with the Insurance plug-in
US businesses get their ChatGPT profile set up free. Businesses anywhere can add the plug-in.
Insurance plug-in: common questions
- What does the Insurance plug-in do?
- Its main function is: quote request intake. The customer describes the job, the plug-in works out an estimate from your published prices, and once they agree it sends your team the request with the estimate and a reference.
- Why doesn't it give a price?
- Premiums depend on underwriting and must come from a licensed agent, so the plug-in collects details instead.
- Does it collect sensitive data?
- It asks only for the basics you specify and never for ID or account numbers.
- Does the plug-in take payment or confirm on my behalf?
- No. It sends your team a quote with a reference, and you confirm it and take payment your usual way.
- What does it cost?
- Setting up your business profile in ChatGPT is $0 for US businesses. The Insurance plug-in is $24.99 a month or $199 a year, in US dollars, wherever your business is.
- Can a insurance business outside the US use the plug-in?
- Yes. The Insurance plug-in works for businesses anywhere in the world. The free business profile setup is for US businesses for now; outside the US, choose a plug-in plan and we confirm what your setup includes before you pay.
- How do I pay for the plug-in?
- Through Stripe, after we confirm your plan with you. You enter your card details with Stripe, never on this site. The monthly plan can be cancelled at any time, and the free US profile setup needs no payment.
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