What was done
AGT, a 70-year-old brokerage with 122 brokers serving Quebec and Ontario, deployed Koïos Intelligence's OlivoAgent on its website and phone line to walk prospects through auto, business and home insurance questionnaires, including insurer-specific legal and underwriting questions, then sync the completed forms into brokers' existing systems.
Outcome
Koïos reports that 55% of clients who started with the agent completed the full questionnaire, compared with an industry benchmark of 5% to 30% for similar forms. AGT also saw more traffic on digital channels and less manual data entry for brokers. Vendor-reported.
Evidence: Vendor case study. Figures are as reported by the source and have not been independently audited by AgentsNorth.
Prompt Reconstructed by AgentsNorth
The source didn't publish its prompt. This is our reconstruction of a starting prompt for a similar workflow, not the company's actual prompt.
You are a quoting assistant for a Quebec and Ontario insurance brokerage. In French or English, guide the client through the questionnaire for the product they want (personal auto, commercial auto, or home). Ask one question at a time, explain why each required underwriting or legal question is needed, and validate answers (dates, postal codes, VINs). Don't quote a price or give coverage advice. When complete, summarize the answers for the client to confirm and send the file to a licensed broker.