· life insurance
{{ agentName }} · underwriting agent

From the quote
to the signature,
in one conversation.

{{ agentName }} quotes on the spot, completes the pre-application by voice or WhatsApp, and sends the policy out for e-signature. Your producers close; she does everything else.

QuotesOn the first call
Pre-appConversational · no forms
SignatureDigital · SignWax
Follow-upAutomated outbound
01 — The problem

A life lead goes cold in hours. The paperwork takes weeks.

The funnel today
  • 01The lead fills in a form and waits for a call.
  • 02The producer calls a day or two later.
  • 03The pre-application is a 6-page PDF.
  • 04The signature adds another week of back and forth.
With {{ agentName }}
  • 01The lead gets a call in under a minute.
  • 02Gets a quote in that same conversation.
  • 03The pre-app is completed by talking, not typing.
  • 04The signing link arrives before hanging up.
02 — What {{ agentName }} does

The whole funnel, before the producer.

Quotes
Instant quote
Age, sum assured, smoker or not — the premium comes straight from your rating engine, on the call.
Pre-app
Pre-application by voice
Collects personal, health and beneficiary details in conversation. Validates every field against your rules.
E-signature
Digital signature
Generates the document and sends the SignWax link by WhatsApp or SMS. Flags it the moment it's signed.
Handoff
Hands off to the producer
Complex cases or high premiums go to a human with the full record and the call context.

Every answer is transcribed and auditable. Health questions follow exactly the script your compliance team approved — no improvising.

03 — Live demos
Get a quote.

{{ agentName }} is taking calls right now. Ask her for a quote by phone, complete a pre-app on WhatsApp, or talk to her from the web.

Demo 01 — Voice

A quote
in 90 seconds.

01
Dial {{ phoneNum }}. {{ agentName }} picks up and asks the minimum: age, coverage, smoker.
02
Or tap the button on your site. The same {{ agentName }}, the same agent, from the browser — and the quote shows up on screen.
03
Change the sum assured. "What about 200 thousand?" — she re-rates against the engine without losing the thread.
04
Ask to continue on WhatsApp. The conversation carries on in the other channel, with the same memory.
{{ voiceSource }} On call
Phone
Web · WebRTC
For 150 thousand of cover over a 20-year term, the premium works out at 38 dollars a month. Shall I hold it for you?
llm.tool_result · quote_policy
USD 38 / mo · 20 years
USD 51 / mo · 25 years
Talk
Mute
End
{{ agentInitial }}
{{ bizName }}
{{ agentName }}
For 150 thousand of cover over a 20-year term, the premium works out at 38 dollars a month. Shall I hold it for you?
quote_policy({"age":34,"coverage":150000}) → USD 38/mo
01 : 24
mic
alt
×
Demo 02 — Pre-app on WhatsApp

The pre-application
gets done by talking.

01
No 6-page forms. {{ agentName }} asks one detail at a time, in plain language.
02
Voice notes included. The client replies with audio and she reads it as text.
03
Validates as it goes. Dates, ID numbers and beneficiaries are checked against your rules live.
04
Resumable. If the client stops halfway, {{ agentName }} picks up tomorrow exactly where they left off.
Demo 03 — The result

The conversations you just saw, already in your pipeline.

Pipeline · today Synced with your core
09:12Laura G. · quoted USD 42/mo · 48h follow-upPhone
10:05Martín P. · pre-app complete · beneficiary on fileWhatsApp
10:31Web visitor · quoted USD 38/mo · asked for a callWebRTC
11:47Carlos D. · policy signed via SignWaxSigned
12:00July renewals · 14 reminders scheduledOutbound
Today's funnel
11 / 14
leads contacted in under 1 minute
Source
Phone6
WhatsApp4
Web · WebRTC3
SignWax signatures2
Logged by {{ agentName }}
3 pre-apps completed · 2 signing links sent · 1 case handed to a producer with context

Your team keyed in none of this. It all landed in your policy core, with an auditable transcript of every conversation.

04 — The e-app

The application comes out written and ready to sign.

Life Insurance Application {{ bizName }} · APP-2026-04417
Applicant
Full nameMartín Alejandro Pereyra
ID documentDNI 31.442.815
Date of birth14 / 03 / 1992 · 34 years old
SmokerNo
Cover requested
ProductTerm life · 20 years
Sum assuredUSD 150.000
Monthly premiumUSD 38,00
BeneficiaryCarolina Ruiz · 100%
Health declaration
Regular medicationNo
Hospital stays, last 5 yearsNo
Applicant's signature SignWax · awaiting signature
01Generated from your template. Every answer from the conversation lands in its field, validated against your rules.
02Sent over WhatsApp with the SignWax signing link, in the same chat they were already using.
03Auditable. The PDF references the transcript: what was asked, what was answered, word for word.
04Your producer gets it finished. They just review it and submit to underwriting.
04 — Digital signature

The policy gets signed before the lead goes cold.

We integrate SignWax as the e-signature engine — or we adapt to whichever provider your company already uses. The pattern is always the same: we fit into your stack, not the other way round.

01
The pre-app is completed
{{ agentName }} finishes collecting the data and generates the document from your template.
02
The link goes out on WhatsApp
The client gets the SignWax document in the same chat they were already talking in.
03
Signs from their phone
No printing, no scanning. Full traceability of who signed, when and from where.
04
{{ agentName }} confirms and files it
The signature webhook triggers the welcome call and the load into your policy core.
SignWax
Native integration
DocuSign
We adapt
Adobe Sign
We adapt
Your provider
Via API
05 — Outbound

No quote is ever left without follow-up.

New leads
Calls within a minute of the lead landing.
Speed to contact drives conversion. {{ agentName }}'s calendar is never full.
Open quotes
Follows up at 48 hours, proposal in hand.
Handles price objections by re-rating live, and escalates to a producer when she reads real intent.
Renewals and premiums
Flags due dates and chases outstanding payments.
Gentle collections, with a payment link, respecting calling hours and a weekly attempt cap.
06 — Compliance
The insured's health data never leaves your infrastructure. The agent runs inside your process.
Approved script · auditable transcript · sensitive data pruned from history · isolation by sealed token
07 — What changes

The funnel, compressed.

<1min
from lead to first voice contact, at any hour.
90sec
for a full quote against your rating engine.
1day
from quote to signature in the typical case. Not weeks.
100%
of conversations transcribed and auditable for compliance.

Your producers stop chasing forms and get pre-qualified cases instead, pre-app done and intent already measured.

08 — Rollout

Your product, your script, your compliance.

Week 1 · Product
We load your rates, covers and underwriting rules.
The health script is written with your legal team, word for word.
Week 2 · Integration
Rating engine, policy core and e-signature.
SignWax or your current provider. We test the whole flow with dummy policies.
Week 3 · Live
{{ agentName }} takes real leads, your team listens in.
Automated QA before every change: an LLM judge checks the script is followed, in CI.
10 — Mobile app

Your company, as the
policyholder's app.

01
Policy, payments and claims in one place. The policyholder sees their cover, pays the premium and signs new products; {{ agentName }} answers every question inside the app.
02
The agent calls you through the app. Native VoIP calls: {{ agentName }} rings on your phone with no line cost, avatar and context included.
03
Push that resolves, not push that nags. Every notification opens an action — book, sign, pay, change — with the agent already knowing what it's about.
04
No app yet? We design it for you. Native iOS and Android (Ionic + Capacitor), push, VoIP and in-app purchases included.
9:41{{ bizName }}
Policy APP-2026-04417 · activeHi Martín
Application approved Sign right here with SignWax and your cover starts today. SignView document
Active policy Term life · USD 150k View certificate of cover
PremiumUSD 38/mo
Next charge05 Aug
Beneficiary · Carolina Ruiz100% · updated todayEdit
Pay August premiumUSD 38 · Visa 4402 In-app
VoIP call · in-app
{{ agentInitial }}
{{ agentName }} Martín, your premium is due on Friday. Shall I charge the Visa ending 4402?
alt×
Chat · with context{{ agentName }}
Today
Your policy is active. Want me to walk you through exactly what it covers?11:47
Does it cover trips abroad?11:49 ✓✓
Yes, worldwide cover, 24 hours a day. I've left the detail under Cover. open_coverage_doc11:49
Can I add my son too?11:52 ✓✓
Yes, I can put together a family quote. Shall I send it here to sign with SignWax?11:52
Write a message…
HomeCallChatAccount
Next step

Ask for a quote
from {{ agentName }}.

The best demo is quoting your own cover. Call her, hear the premium, get the signing link. Then let's talk about your book.

{{ phoneNum }}
pinecall.io
Knowledge — Knowledge base

Upload your documents.
The agent answers from them.

Load policy wordings, cover and exclusions, and underwriting requirements as PDF, Word or plain text. The agent indexes them on its own and answers with what your document says — source in plain sight.

You upload
Drag in the PDF and that's it.
No special format, no training. Update the document and the agent answers from the new version.
Finds the exact passage
Hybrid search with high-precision embeddings.
Not "roughly similar": the right passage, even when the client words it differently.
With the source
«Does the policy cover total disability?»
The answer comes from the policy wording, citing the exact clause. If it isn't there, she says so and hands off to a person.
Demo settings
Press S at any time to open this panel. Names are saved for the next meeting.
{{ pageCur }} / {{ pageTot }} — {{ pageLabel }}
Intro Demos Signature Impact Mobile app Contact