Insurance agencies
One QR code on every card.Every client quote followed up.
Clients scan to request a quote, ask about coverage and book a review. Alfred follows up on every quote.
Free to start. Paid plans from $20/mo. See pricing
Oakline Insurance
Good afternoon.
How can we help you today?
Ask Alfred anything…- Request a quote
How did we do?
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you@example.comSubscribeNo app
clients scan from your card
First hour
quote requests answered right away
Your OK
before any follow-up is sent
EN + ES
In each customer’s language
Request a quote
Their details and what they need covered, captured in one step.
Ask about coverage
Lines you write, hours, how claims work. The agent answers from your own site.
Book a review
Straight to your calendar for a policy review.
Leave a review
Asked after a good experience, sent to your Google page.
Get started fast
Up and runningin three steps.
01
Build your portal
Paste your agency website. Alfred reads the lines you write and builds a portal for quotes and policy reviews.
02
Print your QR
Print it on business cards, renewal letters and the front desk, and use it at community events.
03
Start capturing leads
Clients request a quote, book a policy review and ask how to file a claim.
For independent insurance agencies
A quote request is worth the most in its first hour.
People shopping for coverage ask three agencies at once. The one that replies first and makes it easy to talk usually wins. The portal takes the request and Alfred answers it while you are on another call.
- Request a quoteWhat they want covered and how to reach them, in one step.
- Book a policy reviewThe button opens your calendar for a renewal or coverage review.
- Ask about claimsYour claims steps and carrier numbers, answered from your own site.
- Leave a reviewAsked after a good experience, sent to your Google page.
Oakline InsuranceExample portalOakline Insurance
Can I get a quote today?
Yes. Share what you would like covered and a good time to talk, and an agent will follow up.
Home and auto. After 5 works.
Quote request received
Today, after 5 PM
An agent will follow up. Your details are in the agency’s Inbox.
One QR on every card, quotes and reviews behind it
Oakline Insurance
Can I get a quote today?
Yes. Share what you would like covered and a good time to talk, and an agent will follow up.
Home and auto. After 5 works.
Quote request received
Today, after 5 PM
An agent will follow up. Your details are in the agency’s Inbox.
Built for how you work
Answer quote requests while they are warm.
Quote requests that wait until tomorrow
A request comes in through the contact form with what they want covered. On Pro, Alfred replies right away and offers a time for the call.
Renewals with no conversation
Clients book a policy review from the QR on their renewal letter, with a reminder the day before.
“How do I file a claim?”
The agent answers from your own site with your claims steps and carrier contacts, at any hour.
Simple, transparent pricing
Build your price
Pick a plan, then add only what you need. The price updates as you go.
Billing period
2. Add what you need
Need more locations or a team? That’s Pro.
Your monthly price
$20/mo
- Starter plan$20
What checkout charges, billed monthly. Cancel anytime.
Get StarterStarter includes
Everything in Free, plus
- No “Powered by Alfred” badge
- Agent in your portal: answers and books
- Before the visit: booking reminder
- After the visit: review & referral
- When customers reply to a follow-up, it lands in Conversations
- Up to 1,000 customers
- About 300 agent replies a month
Start free. Your portal and QR never expire. Agent replies are metered from your included credits; top up only if you outgrow them.
Your quote request
Hi Lee, thanks for your quote request. To give you accurate numbers we need a short call. Pick a time below, and have your current policy details handy.
A more personal experience
A conversation before every renewal.
Alfred keeps in touch with each client in your agency’s own words, so renewal time starts with a conversation, not a letter.
- A quote request comes in. Alfred replies and books the call.
- A reminder the day before the call, so it does not slip.
- Once they are covered, a review ask, and happy clients can send a friend.
- Asked about a quote in the chat but did not book a call? A next-day note with a link to book.
Frequently asked questions
Straight answers.
Everything you need to know, in a few clicks.
Still have a question? Ask usCan the agent quote a premium?
No. It takes the request and answers general questions from your site, like which lines you write. Quotes come from you.
Is it compliant with insurance regulations?
Alfred makes no compliance claim for insurance. It is a front-desk tool for requests, bookings and questions, so keep policy numbers and personal details out of chat.
Can it connect to our agency management system?
Not directly. Alfred keeps a simple list of the people the portal captures. Your policies stay in your own system.
Where does the QR code help most?
Renewal letters, business cards, the office desk and booths at community events, wherever someone might want a quote later.
Can more than one producer use it?
Each person who books calls can have their own calendar, and clients choose who to talk to.
How fast does Alfred reply to a quote request?
On Pro, once you have approved the new-lead follow-up, it sends on its own as soon as a request comes in.
Your next policy isone scan away.
Build your agency portal today and answer every quote request in its first hour.