Apps & Bits Turn quote requests into quote-ready data
Stop starting from zero. Apps & Bits helps independent agencies automate the early quoting workflow: capturing intake details, organizing documents, and preparing quote-ready submissions for your team.
Quote intake is still too manual
When a prospect calls or emails, it often creates work before the quoting even begins. Your team chases missing details, rekeys information, and buries opportunities in inboxes.
- Incomplete quote requests
- Manual data entry from emails, forms, PDFs, and calls
- Rekeying information across multiple systems
- Missing renewal dates, carrier details, or policy information
New Quote Intake
A more structured quote workflow
Capture the request
Capture quote inquiries from the channels your agency already uses, including phone calls, website forms, emails, and internal requests.
Collect the missing details
Identify gaps and ask for the information needed to move the quote forward, such as carrier, renewal date, premium, coverage type, property or vehicle details, claims history, contact information, and preferred follow-up time.
Organize the intake
Structure details into a clean summary your team can review instead of leaving information scattered across messages and notes.
Prepare the next step
Prepare quote submissions, draft proposal language, create follow-up tasks, or route the opportunity to the right producer or CSR.
Keep a human in control
Your team reviews the output, makes coverage decisions, and manages the client relationship.
AI-assisted, producer-approved
Apps & Bits prepares the quote workflow, but your licensed team stays in control. We automate the repetitive data gathering and organization so producers and CSRs can spend less time chasing information and more time advising clients.
Common questions
Can Apps & Bits generate insurance quotes automatically?
Apps & Bits can help collect, structure, and prepare information needed for quoting. Final quote review, coverage decisions, pricing interpretation, and recommendations should remain with licensed agency staff.
Does this replace my AMS or CRM?
No. Apps & Bits is designed to work around your existing systems and workflows. The goal is to reduce manual work, not force your agency into a new core platform.
Can it handle personal lines and commercial lines?
Yes. The workflow can be configured for personal lines, commercial lines, or specific intake processes your agency uses.
Can it collect missing information from prospects?
Yes. Apps & Bits can identify missing details and help request follow-up information through the channels you choose.
Can it read documents like PDFs or declarations pages?
Yes, the system can be configured to extract information from documents and prepare summaries for human review.
See where quote automation fits in your agency
We’ll review your current intake process and identify where automation can save your team hours every week.
Book a Free AI Audit