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Concierge

Your quote form collects a policy type. A conversation captures the risk.

Perspective replaces your static quote form with an AI conversation that learns coverage needs, prior claims, and what’s driving the search — so your agents quote accurately and close more bind-ready leads.

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Your quote form collects a policy type. A conversation captures the risk.

Prospects prefer it

~90% completion rate vs ~46% for static forms. Conversations feel like talking to an agent, not a checkbox quiz.

Structured + deep

Captures the policy fields your AMS needs, plus the risk context that determines coverage and pricing — in one conversation.

Bind-ready in real time

Qualified leads flow to HubSpot, Guidewire, or Duck Creek the moment the conversation ends.

From Form to Conversation

A conversation captures what a dropdown never could

  • Your form gets a policy-type checkbox. Your concierge learns coverage gaps, prior claims, and what triggered the search.
  • Follow-ups adapt to every answer — a renovation conversation looks nothing like adding a teen driver
  • Prospects share more because it feels like talking to a real agent, not filling out paperwork
  • The result: structured policy data your AMS can act on, plus the context that closes the bind
Popular Features
→ Inside the Concierge agent→ Why static forms fail
Person having a conversation with Perspective AI
ConciergeTell us what you’re looking for.
Lead Score
92
Qualified
yoursite.com/get-a-quote
Get a Free Quote
Full name *
Enter your name
Phone *
(555) 123-4567
Insurance type *
Select policy type...
ZIP code *
Enter ZIP
Request Quote

Stop Quoting Blind

This form is costing you bind rate

  • Policy type and ZIP code = an inaccurate quote that gets revised on the call
  • Agents waste the first 15 minutes of every call asking what the form should have covered
  • High-value renewals get the same experience as price-shoppers — and your bind rate shows it
Popular Features
→ Try it on your form→ Compare to Typeform

Better Input, Better Quotes

When agents know more, they quote faster and bind more

  • Every qualified inquiry arrives with coverage needs, prior claims, current carrier, and renewal date — before the first call
  • Agents decide which leads to prioritize, which products to pitch, and how to address objections — based on real risk facts
  • Higher quote-to-bind rate when agents start prepared, not from scratch
Popular Features
→ Browse insurance templates→ Inside the Concierge agent
Prospect inquiresRequests a quote
Concierge qualifiesIncome, credit, readiness
92
Borrower profiled & routedQualified → your team
HubSpot
Guidewire
Duck Creek
Under 2 minutes, start to CRM

Perspective integrates with your favorite tools

HubSpot
Guidewire
Duck Creek

Talk About Great Conversations

DS

Dorit Sher

CEO

@ Experity

"Perspective is great! It's easy to talk to and really understands you. The best part? It gives you smart insights super fast. If you want a tool that's friendly and helps you get things done quickly, Perspective is the way to go."

KR

Katie Rich

Vice President, Customer Delivery

@ AppDome

"Overall, it was a fun and simple experience. I appreciated the flexibility to complete the interview in my own time, the friendly and professional tone of the AI, and its conversational nature. The summary at the end was a nice touch."

KY

Katie Yagodnik

Sr. Director of Digital Customer Success

@ Totango

"Perspective AI has been a game-changer for our team. It provides deep insights from our customers and team without adding to our workload. The ease of analysis saves us time and delivers objective, actionable insights effortlessly."

FAQ

Frequently Asked Questions

See what your form is missing.

Paste your quote request page. We’ll show you the difference a conversation makes.

Free to try · No credit card required · Ready in 60 seconds

Templates

Start with a template built for qualify insurance inquiries

Customize in minutes. Deploy when you're ready.

What's prompting you to look at new coverage right now*?

E

Qualify Insurance Inquiries

Go beyond policy type and coverage amount. Capture why they’re shopping, what happened with their last carrier, and what actually matters — so your team can quote with confidence.

Used 1,800+ times

Use Template

Are you looking to purchase or refinance*?

D

Prequalify Mortgage Borrowers

Learn income sources, urgency, and timeline before a loan officer picks up the phone. Serious borrowers get fast-tracked — with the context to close quickly.

Used 1,600+ times

Use Template

What's the primary financial goal you're working toward?

A

Qualify Financial Clients

Qualify prospects for mortgage, wealth management, and advisory services based on goals, timeline, and eligibility — without a discovery call.

Used 1,500+ times

Use Template