More Quotes,
Less Phone Tag
BotDesk answers questions about your agency (the lines you write, the carriers you work with, how quoting works) and captures quote requests 24/7, so every call you make is to a warm, ready-to-talk prospect.
Too Many Insurance Leads Never Become Conversations
They visit your site, can't get an immediate answer, and move on to the next agent.
Leads shop outside business hours
Someone comparison-shopping for auto or home insurance at 9pm won't wait until tomorrow for a callback. They'll get a quote elsewhere tonight.
Unqualified leads waste your time
A chatbot pre-qualifies leads (coverage type, current insurer, timeline) so your calls are with prospects who are actually ready to switch.
Basic questions bounce visitors
"Do you handle commercial?" "Do you work with [carrier]?" Without instant answers, curious visitors leave before they ever become leads.
From Website Visitor to Quote Request in Minutes
BotDesk learns your book of business and qualifies leads around the clock.
Train It on Your Practice
Lines of coverage you write, carriers you work with, states you're licensed in, and your quote process. Takes about 10 minutes.
Add to Your Website
One line of code on any platform. Works on WordPress, Wix, Squarespace, and agency management system sites.
Receive Pre-Qualified Quote Requests
Coverage type, current situation, timeline, and contact info: everything you need to make an informed call that converts.
Questions Prospects Ask Before Requesting a Quote
Your chatbot answers these instantly, then captures the lead before they move on.
Common Questions
No, and that's by design. Insurance quotes require underwriting data that a chatbot can't reliably collect or rate. The chatbot captures the lead and basic info so you can provide an accurate quote. Attempting to give chatbot-generated quotes creates more problems than it solves.
You configure what to collect. Most agents gather: coverage type needed, current carrier and approximate premium, key facts (for auto: vehicles and drivers; for home: property type and age), timeline, and contact info. This lets you walk into the quote call already prepared.
Yes. You configure which lines you write and the chatbot routes inquiries accordingly. Personal lines and commercial inquiries can be handled with different qualification questions if you set it up that way.
BotDesk works on any website that allows adding custom HTML, including most agency website platforms, WordPress, Wix, and custom-built sites. If you can paste a script tag, it works.
Yes. It replies in the language each person writes in, such as Spanish, Chinese, Vietnamese, Korean or Tagalog, on every plan, and you choose which languages it uses. On Growth and up, chats in another language reach you with an English translation.
Plans start at $29/month. One additional policy per month from after-hours or missed web traffic covers the cost many times over. There's a 30-day free trial: your card is added at signup and you're only charged if you don't cancel before day 31. There's also a Free plan with no card: it answers your customers' questions and collects up to 10 visitors' names and numbers a month; unlimited leads start on the $29 plan.
For insurance agencies
What stays your responsibility, what happens to a chat, and how to tell visitors what the bot is.
- It's not a licensed agent. It answers questions about your agency and takes details for a callback. Your licensing and your E&O coverage stay with you, and you're responsible for what your bot tells people, the same as what your website says.
- What's saved, and where the text goes. Every chat is saved so you can read it in your dashboard, each one deleted no later than 12 months after its last message. Each message is sent to OpenAI to write the reply. Our privacy policy has the details.
- Texts. BotDesk doesn't send texts to your visitors. If you follow up with a prospect by text, getting their consent first (TCPA) is up to you.
- Sensitive numbers. Don't ask visitors for Social Security numbers, policy numbers or account numbers in the chat. Take a name and number, and collect those on the call.
- A greeting that says so. We suggest something like:
This chat can't give quotes or coverage advice; a licensed agent will follow up. Please don't share Social Security, policy or account numbers here.
To set it, open your dashboard, go to Appearance & greeting, then Messages, paste it intoGreeting Messageand clickSave settings. It shows when a visitor opens the chat.
What it won't do
Coverage advice. It's built to never give insurance advice or an opinion on someone's situation, like whether a fallen tree or a flooded basement is covered. It says that's something to go over with your team and offers to take their name and number for a callback. It isn't connected to any carrier or rating system, so it can't give a quote.
Premiums and hours. It's built to never quote or estimate a premium, and never make up your hours. If something isn't on your site or in what you've added, it says it doesn't have that detail and offers to take the visitor's name and number so your agency can follow up.
What lands in your inbox
Sample, with made-up details. When a visitor wants a call back, the lead email looks like this. It is the same layout as the real one.
New Lead
Captured by your BotDesk chatbot during a conversation.
Sent via your BotDesk chatbot: Shoreline Insurance
On your phone, tap the number to call them back. The same lead is saved in your dashboard's Leads tab. The Free plan takes up to 10 leads a month; paid plans take every one.
Stop losing leads to agents who respond faster
BotDesk qualifies your website visitors and captures quote requests 24/7, so your first call is always to a warm lead.
Start 30-day free trialSet it up for me (free)Send us your website address and we'll help you get it live by email, free. We reply within 24 hours.
Free plan: no card. Paid plans: 30-day free trial, card at checkout, no charge until day 31, cancel anytime. Plans from $29/mo. What the Free plan does
✓ Our simple guarantee: if your first paid month passes without a single customer conversation through your bot, we refund that month. No forms, no hassle.