Help shoppers find a sensible place to start with coverage.
Ask about the coverage they want, show relevant options or an indicative range when approved data is available, and pass their preferences to the right agent or carrier.
Illustrative journey preview.
Show the available next steps and, where supported by approved data, an indicative rate range. An agent or carrier confirms the offer.
Talk to an agentAn answer before the lead form
The journey starts with what a visitor came to learn, then gives your team the context to follow up.
Auto, home, life, Medicare, final expense
Coverage options and indicative rate range
Agents and carriers
Insurance journey, step by step
A short path from a useful answer to a better informed conversation.
- 01
Choose coverage
Let the visitor pick the type of policy they are exploring.
- 02
Ask the relevant details
Branch into questions approved for that product and market.
- 03
Show a next step
Present available options or an indicative range only when the underlying data supports it.
- 04
Connect to a licensed team
Route the lead to the agent or carrier that can follow up.
What teams can build for insurance
Auto and home
Separate single-policy and bundle shoppers before asking for the details each path needs.
Life and final expense
Learn the visitor’s general goal and preferred contact path before connecting them with an agent.
Medicare
Guide visitors toward a licensed conversation using the disclosures and wording your team approves.
A more useful conversation starts here.
The same simple flow can qualify interest, show a relevant answer and carry helpful context into follow-up.
Match the question to the product
Use a distinct path for each coverage type instead of one generic quote form.
Set expectations clearly
Separate illustrative information from a carrier quote or coverage decision.
Keep the handoff useful
Send the coverage interest and answers that an agent needs to continue the conversation.
About insurance journeys
Does a journey provide a binding insurance quote?
No. Any range shown is indicative and depends on approved data and stated assumptions. A carrier or licensed agent confirms pricing and coverage.
Can questions differ by coverage type?
Yes. Branching lets auto, home, life and other products use separate questions and disclosures.
Can our compliance team review the journey?
Yes. Your team should approve question wording, disclosures and routing rules before publishing.
See how a Carbon journey feels.
Try a sample multi-step journey and see how the experience feels on a phone.