Direct-to-Consumer Quote Funnel Agent
Drives the consumer quote experience conversationally — replacing forms with a natural dialog.
D2CConversion
Direct-to-Consumer Quote Funnel Agent
Polished agent demo — preview
Agent running
Agent thinking
- 1Reading inputs and pulling relevant context across systems…
- 2Building a plan: 4 steps, 2 tools, 1 human approval gate.
- 3Executing steps with progress streaming back to the user.
- 4Decision made. Drafting summary and queuing for review.
This demo is a polished preview. Book a build to see the production version.
The problem
Quote forms drop off at 60%+. Consumers abandon when asked too many questions or shown a confusing screen.
What the agent does
- Conducts the quote dialog naturally, asking only what's needed
- Pulls third-party data to avoid asking what we can look up
- Closes to bind or warm-handoff with full session context
Business value
Lifts quote-completion rates by 35 points and bind rates by 8 points.
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