AI intake for commercial insurance brokers
Porto learns what the business does, its size, the coverage it needs and when policies renew, so your producers start the first call ready to market the account.
Halvorsen Risk Partners
AI assistant
Hi, I’m Halvorsen Risk Partners’ AI assistant. What kind of business are you looking to insure?
A commercial roofing company with 45 employees. Our general liability and workers’ comp renew in March.
Lines and renewal already covered
So it moves on to loss history
Thanks. Have you had any claims in the last three years, and roughly what is your annual revenue?
What Porto does for commercial insurance brokers
Porto replaces the contact form on a commercial insurance broker’s website with a short AI conversation. It learns the business, its operations and headcount, the coverage lines needed, renewal dates and loss history, and sends your producers a brief before the first call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Operations
What the business does and where it works
Size
Revenue, headcount and number of locations
Lines
Liability, property, auto, workers’ comp or cyber
Renewals
Current renewal dates and why they are shopping
Losses
Claims history over the last few years
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Summit Ridge Roofing
82
Strong fit
Business
Commercial roofing, 45 employees
Lines
General liability and workers’ comp
Renewal
March, current premium rising
Losses
Two minor claims in three years
Questions from commercial insurance brokers
Can it handle niche industries?
Porto adapts its questions to each answer, so a roofer and a software company each get questions that fit.
What about very small accounts?
You set the minimum. Porto lets smaller inquiries know kindly and can point them elsewhere.
Where do leads go?
To the tools you connect, such as your inbox, CRM or Slack, routed to the right producer.
See Porto set up for commercial insurance brokers
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo