Insurance Quote Intake

Scenario

Prospects call or submit forms requesting insurance quotes. Agents need to collect 15-20 data points before they can quote. Most of this is routine information gathering.

The problem

Licensed agents spend 40% of their time on data collection that does not require expertise. New leads wait on hold or in queue while agents handle intake calls.

How Stellar solves it

Stellar handles the initial intake conversation: collecting personal details, coverage requirements, current policy information, and timeline. The AI qualifies the prospect, gathers all necessary data, and routes the complete package to a licensed agent for quoting.

Key features used