New policy inquiries
Respond, collect approved details, and route to the right licensed person.
Insurance Agencies
Keep New Policy Inquiries and Quote Requests Moving
OneCube builds and manages an AI employee that responds to missed calls and inquiries, collects approved information, schedules appointments, follows up, and routes customers to licensed staff.
Workflows built around agency response and routing
Quote requests
Acknowledge the request, gather missing information, and schedule the next step.
Missed calls
Start an approved text conversation when the team cannot answer.
Renewal-related questions
Handle approved administrative questions or route the request with context.
Lead follow-up
Follow approved cadence and stop when the customer replies, books, or opts out.
Appointment scheduling
Offer approved availability and notify the assigned producer or service team.
Routing to licensed staff
Send regulated questions and decisions to the qualified person with context attached.
Licensed staff keep licensed decisions
The AI employee supports communication, information collection, scheduling, and routing. It does not replace producer judgment or authority.
The AI employee does not
- —Provide unauthorized insurance advice
- —Bind coverage
- —Make underwriting decisions
- —Make policy commitments
- —Recommend coverage outside approved administrative information
- —Access systems or records outside its approved scope
Map the inquiry flow to licensed staff.
We will review contact channels, approved questions, appointments, follow-up, systems, and routing boundaries.