Capture qualified enquiries
Use a form to collect the customer's reason for contact, preferred callback window, contact method, and consent to follow up.
For insurance agencies and advisors
Give every insurance enquiry a clear next step
Answer approved questions from your Knowledge Base, collect customer needs through a form, and route policy or claims requests to the right team.
Conversation to next step
“Customers can start a conversation at any time, while your team receives the context needed for a useful follow-up.”
1Customer explains what they need
2Ringbot collects the right context
3Request is booked, shared, or routed
Why teams use it
Less waiting. Better context. A clearer handoff.
Designed for agencies and advisor teams that need a consistent first response without automating regulated decisions.
Answer approved basics
Use the agency Knowledge Base for service areas, contact details, document requests, and general process information.
Protect advisor time
Route quote, policy, renewal, and claim conversations with the right context for a human advisor.
What the agent handles
Built around real conversations
These are the repeatable conversations that become useful when your team is busy.
01
Advisor callback requests
Collect the customer's reason, contact details, preferred time, and consent to be contacted through a form.
“I would like to speak with an advisor about business cover.”
02
General coverage questions
Answer only the approved, general information your agency has provided in its Knowledge Base.
“What types of business insurance do you offer?”
03
Policy and renewal routing
Recognize existing-customer intent and route it to the correct advisor or service queue.
“I need help with my renewal documents.”
04
Claims escalation
Collect a safe summary and direct the customer to the agency's approved claims process or live team.
“I need to report an incident and speak to someone.”
One conversation layer
Meet customers where they already are
Use the same business knowledge, routing rules, and handoff logic across the channels that matter to your team.
Phone
Handle inbound calls with a natural first response.
Voice
Give your website a voice agent for live conversations.
Chat
Keep the same knowledge and routing logic in text.
Workflow setup
Configure a form for the customer's reason, contact details, callback preference, and consent. Ringbot can answer general questions from the agency Knowledge Base, then route policy, renewal, or claims requests to the right advisor or service team.
See configuration detailsDesigned with clear boundaries
- Does not provide quotes, premiums, underwriting, eligibility, coverage, or claim decisions.
- Does not claim a policy, payment, claim, or customer record was updated unless the configured workflow confirms it.
- Uses advisor handoff for regulated, customer-specific, or urgent conversations.
Start with the workflow
Build an agent for your team, not a generic script.
Define the questions, fields, routing rules, and human handoffs that make your customer experience work.