AI Chatbot
Most website visitors won’t fill out a form, but they will ask a question. The AI chatbot turns that question into a captured, qualified lead — on your website and across social chat — before a producer ever lifts a finger.
Answers the questions that stall prospects
Visitors hesitate when they can’t get a straight answer. The chatbot handles the routine FAQs that come up before someone is ready to talk:
- General coverage and quote questions
- Eligibility and enrollment-window questions (health/ACA, Medicare)
- “Do you write [auto / home / life / commercial] in my area?”
- How the quote process works and what to have ready
Pre-qualifies the lead
Instead of dumping every chat onto a producer, the bot pre-qualifies — line of interest, household or business basics, timing — so only real opportunities make it through, already sorted.
Captures to the CRM
Every conversation writes a contact record into the CRM with the line, the context, and the chat transcript attached. Nothing lives and dies inside a chat window.
Books a consultation
When a visitor is ready, the bot offers live booking onto the right producer’s calendar, turning an anonymous web session into a scheduled appointment.
Works on website and social
The same brain runs on your website widget and your social inboxes, so a question asked anywhere gets a consistent, on-brand answer.
What it does NOT do
- Never quotes a premium
- Never recommends a carrier
- Never binds a policy
- Never makes a coverage recommendation
- Defers all licensed activity to a licensed producer
How it ships
Installed and tuned during your 10 dedicated install hours inside your agency’s GoHighLevel — FAQ knowledge base, qualification logic, CRM capture, and calendar booking all configured to the lines you write. Live in 24 hours.