Commercial Insurance New Quote
Inbound call for a new commercial insurance quote.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Ask what types of coverage they are looking for.
important“What types of coverage are you looking for — general liability, workers' comp, commercial auto, property, or a business owner's policy that bundles several together?”
Field: Coverage types needed (GL, WC, commercial auto, property)
Ask what type of business they operate, as this affects classification and rates.
important“What type of business do you operate? For example, a restaurant, construction company, retail store, or professional services firm?”
Field: Type of business / industry
Ask when their current policy renews to determine timeline urgency.
important“When does your current policy renew? That helps us make sure we get your quote ready in time.”
Field: Current policy renewal date
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Never quote premiums without underwriting review.
Do not guarantee coverage availability for high-risk industries.
Never promise specific coverage limits without a full application.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm callback number
- Confirm email
- State next step
- Send confirmation
Then creates a service request with:
- Caller name
- Callback number
- Business name
- Type of business / industry
- Years in business
- Number of employees
- Approximate annual revenue
- Coverage types needed (GL, WC, commercial auto, property)
- Current carrier (if switching)
- Current policy renewal date
- Decision maker for purchasing
- Email for quote delivery
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