The brokerage's quoting process took five days, and those five days were where deals died. The delay came from back-and-forth: the broker chasing missing client details, then waiting on underwriters, then relaying options back, each handoff adding a day.
Buyers don't wait politely. During that week they got quotes from three competitors and often bound coverage with whoever came back first with a clear number.
The information-gathering itself was the worst offender: incomplete intake meant the underwriter bounced the file back for more, restarting the clock.
The solution
An AI quoting agent compresses the front of the process so brokers compete on speed, not just price:
Complete intake, up front, the Quote Agent gathers full client information through structured chat on WhatsApp and Email, so nothing bounces back from underwriting for missing data.
Pre-checks before the human, the Underwriting Pre-check Agent runs initial scenarios against the rules in the Knowledge Base, so the file that reaches a human is already clean and scored.
Three pre-filled options, fast, the agent assembles three quote options and sends them to the client, collapsing days of relay into a same-session response.
Broker signs off, doesn't grind, the broker reviews and approves the final choice rather than chasing details, with the full thread handed over via Hand-off Control.
Leads tracked in CRM, each quote is written to CRM via create_crm_deal with the chat link, so the pipeline reflects real, qualified opportunities.
Quote-to-close dropped from five days to two, and the brokerage stopped losing buyers to whoever simply replied faster.
What was deployed
Agents used
Quote AgentUnderwriting Pre-check Agent
Channels connected
WhatsAppEmail
"We close before competitors even respond. That's the whole game."
Pavlo Ihor
Managing Broker
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