Quote Requests Answered in Minutes, Not Days
Insurance shoppers don't wait. When someone fills out a quote request, they're usually filling out three more. The agency that responds first gets the conversation — and the policy. But most independent agents can't respond in five minutes while they're with clients, writing policies, or running the office.
Do It 2 Win by Shepard Solutions, a custom AI and cloud services firm based in Long Beach, CA, builds AI lead-quoting systems for insurance agencies. It's an automated system that responds to quote requests immediately, gathers the details your carriers need, and routes qualified prospects to you — so speed becomes your advantage instead of your weakness.
What the Service Does
Our lead-quoting system handles the first touch of every quote request:
- Instant response to every inquiry, 24/7 — website forms, calls, and messages get an immediate answer, even at midnight.
- Guided quoting conversations that collect what you need for a real quote: coverage needs, current policies, driving history, property details, business information.
- Prospect qualification so your time goes to shoppers with real intent — the system sorts, screens, and prioritizes based on your criteria.
- Clean handoffs with complete prospect information, so when a hot lead lands on your desk, you have everything you need to quote and close.
The system doesn't underwrite and doesn't bind policies. It collects, qualifies, and routes — the parts of quoting that eat your time but don't require your license.
How It Works
Step 1 — Discovery call. We learn how you quote today: which lines you write, what information you need up front, and where quote requests are stalling or going cold.
Step 2 — Design. We map your quoting questions and qualification criteria into a conversation flow that matches how you actually work.
Step 3 — Build and test. We build the system, test it against realistic shopper scenarios, and tune it until the conversations are accurate and natural.
Step 4 — Launch and support. We connect it to your website and phone, monitor the first weeks, and keep refining based on how real shoppers use it.
Who It's For
This service is built for independent insurance agents and small agencies writing auto, home, life, or commercial lines. If your quote requests pile up, your follow-up lags, or you're quoting at 10 PM to keep up, an AI lead-quoting system gives you the response speed of a much bigger agency.
Frequently Asked Questions
Does the AI actually generate insurance quotes?
It collects the information needed for a quote and can deliver estimates based on parameters you set. Final quotes, underwriting, and binding stay with you and your carriers.
Can it handle multiple lines of business?
Yes. We build the flow around the lines you write — auto, home, life, commercial — with the right questions for each.
What happens when a prospect is ready to buy?
The system flags hot prospects and routes them to you with their full information, so you pick up a conversation that's already qualified and ready to move.
Does this replace my producers or CSRs?
No. It handles the initial response and qualification — the part that has to happen in minutes. Your licensed staff still quotes, advises, and closes.
How do you keep the information accurate?
We build from your actual quoting requirements and review the flows with you before launch. Accuracy of what the system asks and says is validated against your process, not guessed.
How much does it cost?
We quote after the discovery call, based on the complexity of your quoting flow. The call is free.
Ready to Respond First, Every Time?
Book a free discovery call with Eric Shepard at (562) 564-6630. We'll look at how your quote requests flow today and whether an AI system fits your agency.
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Do It 2 Win by Shepard Solutions · Monday–Friday, 9:00 AM–6:00 PM PT