QuoteWise: Your Ai assistant for insurance sales, service, and compliance.
Unlock More Quotes, Faster Service, and Smarter Sales with AI. Introducing QuoteWise – The Free AI Assistant Built for Insurance Professionals.
The Insurance Challenge
The insurance landscape is evolving. Agencies face increasing pressure to deliver better service with fewer resources.
Explain Complex Policies Simply
Translating insurance jargon into language clients can understand requires time and expertise.
Generate Accurate Quotes Quickly
Speed matters in today's competitive market, but accuracy can't be sacrificed.
Automate Routine Inquiries
Customer service teams spend valuable time answering the same questions repeatedly.
Identify Sales Opportunities
Without the right tools, your team is leaving money on the table.
Introducing QuoteWise
QuoteWise is your free AI assistant, powered by Aesthetica AI, designed to transform how your agency operates.
Policy Summarizer
Converts complex insurance jargon into plain English that clients can easily understand, saving time and improving communication.
Quote Recommendation Engine
Suggests general coverage types by persona, helping agents quickly identify appropriate insurance solutions for different client profiles.
Email/Script Generator
Builds copy-paste responses for agents to use in client communications, ensuring consistent messaging and saving valuable time.
Sales Assist Prompts
Responds to "how do I pitch..." or "how do I explain..." queries, empowering agents with effective sales language on demand.
How QuoteWise Works
Get instant support by asking QuoteWise questions about policies, coverage options, or client communications.
Ask a Question
"Explain the difference between occurrence vs. claims-made in plain English."
Receive AI-Powered Answer
Get clear, accurate explanations that help you understand complex insurance concepts.
Generate Client Materials
"Write a customer email offering umbrella coverage to a home & auto client."
Deliver Better Service
Use AI-generated content to communicate effectively with clients and close more sales.
To deliver World Class Customer Service in insurance, you need to combine deep product knowledge, compliance awareness, and clear communication. Here's how I can help you do that—fast and professionally:
Tools for Elevating Client Experience
- Explain Policies in Plain English
Break down complex policies like BOPs, GL, Workers’ Comp, and SBCs into easy-to-understand language. Define confusing terms instantly using the [Insurance Terminology Cheat Sheet].
2. Tailored Product Recommendations
Based on the client’s industry, size, and location, I can suggest relevant coverages (e.g., data breach, HNOA, umbrella, etc.). Provide guidance on state-specific rules (e.g., TX vs NY Workers’ Comp, No-Fault states, etc.).
3. Professional Communication Templates
Generate emails, call scripts, and text replies that make you look polished and informed. Example: Need to explain why a premium increased? I’ll create a compliant, client-friendly email on the spot.
4. Built-In Disclaimers for Compliance
Automatically include disclaimers for quotes, state-specific advice, and claims inquiries. 5. Rapid Response + Accuracy
Whether it’s mid-renewal or claims time, I help you give answers that are: Fast Compliant Easy for clients to act on 🚀 Want to Go Next-Level? This is the free version of QuoteWise. Want your own branded GPT trained on your policies, CRM, and client data? Contact Aesthetica AI for a custom GPT. Schedule Your Discovery Call: https://www.aestheticadesignstudios.com/get-a-quote
Built by Aesthetica AI
QuoteWise is a demonstration of the power of Aesthetica AI. We specialize in building custom AI solutions tailored for insurance agencies.
Train AI on Your Data
Customize AI with your documents, policies, and CRM data
Integrate Systems
Connect with HubSpot, Salesforce, and SharePoint
Automate Workflows
Generate scripts and track sales KPIs
Ensure Compliance
Build in regulatory requirements by state
Beyond the Free Version
While QuoteWise Free offers immediate value, unlock even more power with our premium features or a custom build.
QuoteWise Free
Basic AI assistance for insurance professionals
Pro Subscription
Upload policy PDFs, get client-specific prompts, and quote forms
Agency Subscription
CRM integration, white-label QuoteWise, and training tools
Custom GPT Build
Bespoke AI trained on your internal documents, brand, and customer data
Why Upgrade to a Custom AI?
Imagine an AI assistant that truly understands your agency's unique needs and processes.
CRM Integration
Connect to your customer relationship management system for real-time customer quoting and seamless data flow between systems.
Policy Document Intelligence
An AI that reads and responds to your specific policy documents and quoting guides, ensuring accurate information.
White-Label Branding
Present a consistent brand experience with your agency's voice and visual identity integrated into the AI assistant.
This is what Aesthetica AI builds for you – a truly customized solution that becomes an extension of your agency.
Real Results: Case Study
30%
More Conversions
Increase in service calls converted to revenue conversations
25%
Time Saved
Reduction in average call time with clients
70%
Agent Adoption
Of quotes used AI-generated scripts
A midsize commercial agency partnered with Aesthetica AI to deploy a custom GPT. Within just 60 days, they transformed their operations and significantly improved their results across key metrics.
QuoteWise is just the beginning. Let Aesthetica AI design an AI that truly understands your book of business, your policies, and your clients.
Important Legal Disclaimer:
Important Legal Disclaimer: The information and functionalities provided by QuoteWise are for general informational purposes and illustrative guidance only. QuoteWise is an AI assistant and should not be considered a substitute for professional legal, financial, or insurance advice from a qualified, licensed expert. It does not generate binding quotes, make underwriting decisions, or offer specific policy recommendations tailored to individual circumstances. Insurance policies, coverage, and regulations are complex and subject to change; they can vary significantly by state and insurance carrier. Users should always consult with a licensed insurance agent or broker to obtain accurate quotes, review policy details, and make informed decisions about their insurance needs. Aesthetica Design Studios develops AI solutions and is not a licensed insurance agency or broker.
