Insurance Chatbot Builder
Qualify policy leads, handle quote requests, and simplify claims intake at any hour, directly on your website.
Built For Insurance Professionals
Alma suits the way you work, whether you run the business alone or with a growing team.
Independent Agents
Capture quote requests from your website while you focus on renewals and client meetings.
Insurance Agencies
Route policy inquiries to the right agent by line of business (auto, home, life, commercial) automatically.
Captive Agents
Stand out from other agents who represent the same insurance company by offering instant replies and pre-qualification on your personal site.
Benefits Brokers
Handle open enrollment inquiries, plan comparison questions, and benefits onboarding for employer groups.
Challenges for Insurance Businesses
These are common problems for businesses in this field, and Alma is designed to help with each one.
Quote Shoppers Move Fast
Insurance shoppers compare 3 to 5 agents at the same time. The first to respond wins the business, and it is rarely the agent who calls back the next day.
Quote Forms Are Too Long
Static forms with 20+ fields discourage prospects. You need their information, but a long form causes many people to give up before they finish.
Phone-Only Intake Is Slow
Collecting vehicle details, property information, and driver history over the phone takes 15+ minutes per prospect.
Renewals Are Missed
Without automated reminders, clients forget their renewal date and shop elsewhere, and you lose revenue from clients you could have kept.
How Alma Helps Insurance Businesses
Chatbot features designed for your industry.
Quote Request Capture
Collect coverage type, property or vehicle details, and current coverage status through a guided conversation instead of a long form.
Policy Line Routing
Automatically route inquiries to the right agent or team based on insurance type: auto, home, life, commercial, or health.
Claims Intake
Collect initial claim details (date, type and description) for faster processing and fewer follow-up calls and emails.
Renewal Reminders
Send automated renewal reminders before policy expiration dates to retain clients and prevent lapses.
What You Can Automate
Any conversation you have over and over can be handled by a chatbot. Here is what insurance businesses usually automate first.
Auto Insurance Quotes
Collect vehicle year, make, model, driver age, driving history, and coverage preferences for auto insurance quote preparation.
Home Insurance Screening
Capture property details (address, year built, square footage, roof type, claims history) for homeowner policy quotes.
Life Insurance Qualification
Pre-qualify life insurance prospects with age, health status, coverage amount, and beneficiary information.
Claims First Notice
Collect initial claim details, including the date, a description and whether a police report was filed, then route them to the claims team.
Policy Renewal Campaigns
Send broadcast renewal reminders 60, 30, and 7 days before a policy expires, with one-tap options to renew or review.
Cross-Sell Campaigns
Identify clients who have only one policy line and offer bundled discounts on additional coverage through a series of targeted chatbot messages.
Ready-to-Use Insurance Templates
Start with a pre-built template and customize it for your business. Most are live in under 30 minutes.
Real Estate Lead Capture
10 minutesQualify buyers/sellers with timeline, budget, and pre-approval status.
Insurance Quote Qualifier
10 minutesPre-qualify insurance leads by coverage type and timeline.
Home Services Quote Request
10 minutesQualify leads for HVAC, plumbing, roofing, cleaning, etc.
Auto Dealer Lead Capture
10 minutesQualify car shoppers with new/used preference and trade-in status.
Mortgage Pre-Qualification
10 minutesScreen mortgage leads with income, credit, and property questions.
Legal Intake / Case Screening
10 minutesScreen potential legal clients with case type and timeline.
B2B Demo / Sales Qualification
10 minutesQualify B2B leads with company size, budget, and decision timeline.
Real Estate Welcome & Navigator
5 minutesGreet visitors and qualify buyer, seller, or renter intent.
Buyer Lead Qualification Bot
10 minutesQualify buyer leads with area, budget, timeline, and pre-approval status.
Go Live in 3 Steps
You do not need to write code or hire a developer.
Choose a Template
Choose one of our insurance templates. Each one is designed around the conversations that are common in your industry.
Customize
Add your business details, adjust the questions, and connect your calendar or CRM (customer contact database) in our visual drag-and-drop builder.
Go Live
Paste one line of embed code on your website, and the chat widget (the chat window visitors see) is live. It starts capturing leads right away.
Connect Your Existing Tools
Alma connects with the tools insurance businesses already use, and you do not need a developer to set it up.
Hundreds more apps can be connected through Zapier webhooks.
Frequently Asked Questions
Alma has templates for auto, homeowner, renter, life, health, commercial, and general liability insurance. Each template asks line-specific qualification questions.
Alma collects the information needed for quoting, but the actual quote is generated by your carrier or rating system. The chatbot captures the data and routes it for quote preparation.
Yes. The claims intake template collects the incident date, type and description, then routes the initial report to your claims team with full details attached.
Yes. You can set up automated renewal reminders that go out 60, 30, and 7 days before policy expiration, with options to review, renew, or speak with an agent.
Yes. The commercial insurance template collects business type, revenue, employee count, and coverage needs for general liability, workers comp, and commercial property quotes.
Yes. You can use broadcast messages and targeted message series to identify clients with only one policy and offer bundled discounts on additional lines of coverage.
Explore Other Industry Solutions
You can use Alma to build chatbots for businesses like yours and for many other kinds of businesses.
Start capturing insurance leads today
The 14-day free trial does not require a credit card, and setup takes only minutes.