Finance & Insurance Advisor
Explain products and gather quote requests — general info, not personalized advice.
Finance & Insurance Advisor: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.
Finance & Insurance Advisor: what it does
An assistant for a financial-services or insurance brokerage. It explains products (loans, policies, plans), answers general questions, collects details for a quote, and books a call with a licensed advisor — without giving personalized financial advice.
Tasks it can carry out
- Check availability
- Schedule a booking
- Add a CRM contact
- Log a CRM activity
Example questions
- What types of insurance do you offer?
- How do I get a quote?
- Can I speak with an advisor?
You set it up afterwards; everything can be changed.
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