The average quote form drops off because the prospect does not have their information handy, does not understand the question, or just stops. ioZen replaces it with a conversation that asks one question at a time, follows up when the answer is vague, and delivers a complete submission before you ever get on a call.
Live intake
Built from the website in two minutes
The conversation that replaces your form.
"A prospect starts the quote form, hits 'policy limits', and closes the tab. You never know they were there."
Revenue lost before the conversation ever started.
"A claim comes in. The form has no loss date, a missing policy number, and a description that says 'something broke'. Your adjuster calls for 20 minutes to get what the form should have asked."
Adjuster time spent on data collection, not claims handling.
"You follow up on leads that never completed the intake. Half of them had a question the form did not answer. The other half just forgot."
Producer time spent calling cold leads instead of warm ones.
"Commercial and personal lines need completely different information. One form tries to handle both and does neither well."
Incomplete submissions for commercial, over-long forms for personal.
Carlos is an independent P&C broker with two producers and about 300 active clients. Before ioZen, he ran quotes through a generic web form. It asked for policy type and contact information. Everything else happened on a follow-up call that averaged 25 minutes of re-collecting basic data.
Now he sends a FlowApp link. For commercial lines, the Intake Bot asks about industry, number of employees, locations, current coverage, loss history, and renewal date. For personal lines, it walks through home, auto, or a bundle. A prospect with three commercial locations and specialty equipment finishes in about 15 minutes. A straightforward personal auto inquiry takes five.
The complete submission lands in his Process Board scored by Submission Intelligence. He reviews it, prices it, and calls the client already knowing what they need. His producers spend the morning on quotes, not data collection.
Quote and claim intake collects loss history, policy numbers, and sometimes Social Security numbers. Here is how ioZen handles that data.
Mark SSNs, EINs, and loss details as Private. Those fields are stored separately and never sent to the AI model. The conversation can still collect them, but the AI cannot read them.
Fields marked Private and Encrypted store in Supabase Vault, separate from the main database. For the most sensitive data: government IDs, prior loss settlements, and financial account numbers.
ioZen runs on SOC 2 Type II certified infrastructure (Supabase, Vercel, Cloudflare). All traffic uses TLS 1.3. A DPA is available on request.
Each workspace is isolated using row-level security. A submission from one client account cannot be accessed by another. Application-level checks run on every request.
Full security details and our compliance roadmap are on the security page. For a DPA or compliance documentation, email [email protected].
ioZen replaces your quote form with a conversation that adapts to line of business, collects loss history, and routes by priority before your producers get involved.
One question at a time, adapted to the line of business. Commercial lines ask about locations and employees. Personal lines ask about vehicles and home value.
A separate FlowApp for claims. Collects loss date, description, policy number, and supporting photos before any human reviews it.
Score by coverage type, premium potential, and urgency. High-value commercial lines surface above standard personal auto.
SSNs, EINs, and prior loss details marked as Private or Private and Encrypted. You control what reaches the AI.
Commercial to one board, personal to another. Each producer sees their submissions, scored and ready to work.
Prospects upload prior declarations pages, loss run reports, and photos directly in the conversation. AI extracts the relevant fields automatically.
Replace your quote form
Works for personal and commercial lines. The Intake Bot adapts its questions based on what the prospect describes.
Set up a separate claim intake flow
A second FlowApp for first notice of loss. Collects loss date, damage description, policy number, and photos before anyone calls back.
Score by premium potential
Configure Submission Intelligence to surface high-value commercial lines at the top of your board each morning.
Route by line of business
Auto and home to one producer, commercial and specialty to another. Routing rules run the moment a submission scores.
One FlowApp, 1,000 AI credits, and unlimited submissions. Most brokers move to Pro when they want a separate claim intake flow alongside the quote flow.
Need multiple lines of business and producer routing? See all plans.
