AI intake for insurance agencies
Porto learns what the visitor wants covered, their current policy and when it renews, so your agents can prepare quotes before calling back.
Brookfield Insurance Group
AI assistant
Hi, I’m the AI assistant for Brookfield Insurance Group. What would you like a quote on?
Home and auto. We just bought a house and our car policy renews in November.
Renewal date already covered
So it moves on to the home
Thanks. What year was the home built, and when do you close or move in?
What Porto does for insurance agencies
Porto replaces the quote request form on an insurance agency’s website with a short AI conversation. It learns what the visitor needs covered, the renewal date, the drivers or property involved and any recent claims, and sends your agents a brief before the quote.
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.
Coverage
Home, auto, life, renters or umbrella
Current policy
Renewal date and why they are shopping
Property
Home age, vehicles and who drives them
Claims
Recent claims or tickets that affect the quote
Timing
When coverage needs to start
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
Nguyen household
83
Strong fit
Coverage
Home and auto bundle
Home
Built in 2004, closing on the 15th
Auto
Two vehicles, two drivers, renews in November
Claims
None in the last five years
Questions from insurance agencies
Can Porto give a quote?
No. It collects what your agents need to prepare one and tells the visitor when to expect it.
Can it route personal and commercial lines?
Yes. Porto asks early and sends each lead to the right agent.
Does it work in Spanish?
Yes. Porto replies in the language the visitor writes in, and the brief arrives in yours.
See Porto set up for insurance agencies
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