For insurance agencies
Take the quote request at 21:00, and book the call
EzyConn answers customers from your pages on the cover you offer and how you work. It takes the details your agents need for a quote, books calls and reviews into your calendar, and hands every coverage question to a licensed agent.
- Answers from your own pages
- Books quote calls and reviews
- Coverage questions go to an agent
A worked example: a customer asks “I need home and auto insurance. Do you bundle them?” The agent answers from Home and auto and Bundles and books it. Booked: Wednesday 12:00, quote call.
Worked exampleHarbor Insurance Agency and the chat are invented to show the flow. The agent answers only from what you publish.
Where it helps
Where enquiries go missing, and what it costs
The moments a person cannot always be there for, and the questions that arrive before anyone is in.
- Renewal time
People shop when the bill arrives
Renewal notices send people looking for a better price. It answers then, and books the quote call.
- Evenings
Quotes requested after work
It takes the details your agents need, so the call starts with the quote.
- Every week
What do you cover?
Lines, carriers, how claims work with you. Answered from your pages.
What it does
Four jobs, done in your words and your diary
It answers from what you publish, books into your calendar, takes the details that matter, and brings in a person when it should.
Answers from your pages
“Do you insure commercial vans?”
From your website, service pages and the documents you upload, with the source shown. Where your content is silent, it offers a person.
Books quote calls and reviews
“Can an agent call me this week?”
It offers open times, books one, and the booking lands in the Google or Microsoft 365 calendar you connect.
Takes the details first
“I want a quote for my new business.”
Name and email before the chat starts, phone if you ask for it, and what they need in their own words, all in one conversation.
Brings in a licensed agent
“Am I covered if my basement floods?”
It offers your team and, on a yes, assigns the chat by your rule. Your team replies from the inbox or from Slack.
When a person is needed
Coverage questions go to a licensed agent
When a question needs judgement, it offers a licensed agent, who picks up the same chat with everything already said.
It offers, they choose
When your content does not cover a question, or the visitor asks for a person, it offers your team. Nobody is handed over without saying yes.
Someone is assigned and told
By the rule you pick (round robin, least busy, most recently active, or by hand). The agent stops replying while a person holds it.
Reply from the inbox or Slack
The reply lands in the chat the visitor is already in, on whichever channel they wrote.
Hand it back in one click
With everything your colleague said still in the thread.
Worked exampleHarbor Insurance Agency and the people are invented, and the agent’s wording varies with your content. The hold message (“Thanks, I’m connecting you to a support specialist now”) is EzyConn’s own.
Inside financial services
9 industries in this group, ranked
Each with what EzyConn does for it and how much of it they would use. Where we have a guide, it is linked.
- #10Insurance agenciesQuote leads and a handover to an agentLeads · Answers · Hands over
- #11Financial services and advisorsLead qualification and appointment bookingLeads · Books · Hands overRead
- #30Mortgage brokersLead qualification and call bookingLeads · Books · Hands overRead
- #31Accounting and tax firmsClient intake and appointments in tax seasonLeads · Books · AnswersRead
- #47Wealth managementProspect qualification and meeting bookingLeads · Books · Hands overRead
- #67Banks and credit unionsProduct questions and a handover to staffAnswers · Hands overRead
- #68Fintech appsSupport and onboarding questionsAnswers · Hands overRead
- #144Lending and loansLead qualificationLeads · Hands over
- #198Tax consultantsSeasonal enquiries and appointmentsLeads · BooksRead
FAQ
Questions insurance agencies ask before they switch it on
Answered from the product, not a brochure.
How does a quote get started?
It takes the details your agents need and books the call.
Can it book annual reviews?
Yes, as appointments with a length in the Google or Microsoft 365 calendar you connect.
What happens when nobody is free?
The visitor sees “All our agents are currently busy. We’ll notify you shortly.” and the conversation waits in your inbox for the first person who is.
Start free
Book the quote call while they are still shopping
Point it at your website, connect your calendar and choose who takes the hand-over.
Free plan, no card.