Demo: Zero-to-One Lead Intake (Insurance Workflows)
Campaign: Insurance Broker Lead Intake Automation
Focus: Contextual AI for the zero-to-one stage of a brokerage process — cold lead / early inquiry, answering “is this a lead worth following?”
Last Updated: 2026-02-03
Summary (for brief)
- Inputs: Messy, partial documentation — e.g. cyber policy, certificate of insurance, synthetic services agreement, demo transcript (client–broker conversation).
- Outputs: (1) Lead coverage and risk profile with explicit citations (where each insight comes from); (2) identification of what’s missing; (3) submission-ready email drafts grounded in the docs and conversation.
- Value: Zero-to-one in minutes instead of a full day; no replacement of downstream tools; no guesswork — cited, auditable.
Transcript
0:00 Okay, hello everyone. Today I’m going to walk through a quick demo focused on how we are going to use contextual AI for insurance workflows.
0:09 Specifically, these demos are going to be focused on the zero-to-one stage of a brokerage process, and so these are for the moments where you’ve just received a cold lead or an early inquiry, and you’re really just trying to answer, is this a lead worth following?
0:21 Is this a lead that we can nurture and build upon? When we have an intake, we rarely get a clean workflow or documentation.
0:31 In our case, we have used our own selves where we’ve uploaded a cyber policy, our own certificate of insurance. A synthetic services agreement and a demo transcript that I had with our SME and insurance partner, Ian, where we simulate myself as a client and him as the broker that we are engaging.
0:58 This simulates an early-stage conversation where any broker is trying to really understand the business and the risks of a potential lead without having complete information.
1:08 So the first thing that is important is to create a lead. Coverage and risk profile of the client. This really helps identify the key risks and exposures while explicitly citing where each insight is coming from.
1:30 We can see here that it extracts. Each of these major risk categories with a specific cited. location. And so you can actually go in and see where it takes this information from.
1:45 This is really important because you need to know where exactly these details are informed. Third, and what’s missing and can decide whether this is a lead we’re taking forward.
1:55 Additionally, we see here below the same thing happens for occupational security data risks, client related risks, growth considerations, and potential concerns and gaps.
2:07 But sometimes you’re not going to have all the information. Sometimes clients only give you a certificate of insurance and a transcript.
2:14 With Contextual, we’re able to specifically call out those documents. and to nonetheless surface these concerns as we can find them.
2:24 So again, we see it’s able to extract parts of the conversation that we have.
2:47 As well as the actual certificate here. Another big part of it is to be able to then draft emails. And so, these emails can then be filled out later by any insurance professional, but to have the framework and the structure first built out saves a ton of time and is also able to understand how each broker
3:11 likes to work. And put that as part of the datastore. What’s next is you can be as detailed as possible.
3:20 You can call out in great detail what exactly you want. And here, we’re able to see how we both generate a risk profile as requested, as well as a draft submission email.
3:36 and this makes sure that the information that we put in is grounded in the actual conversation, the actual policy language, and the actual documents provided.
3:47 So you see here it is able to go in and extract the information from every page and call it out so you can specifically cite and find where this language is coming from.
4:04 And again, we see a very detailed email, which is the artifact that many of these professionals request at the very end.
4:14 So by the end of this workflow, we’ve seen what might have started as a cold lead with partial information and handwritten notes turn into a structured risk profile and a credible submission draft.
4:24 And this is what really gets a broker from zero to one very quickly without replacing their downstream tools or relying on guesswork.
4:30 And so here’s the next step, right, when we have all the information here for another client, for an SMB client.
4:39 We have the quotes for the different types of policies from Umbrella to Auto to BOP, as well as all the Accord forms filled out with a supplemental application.
4:47 here and we’re at the very end of that zero to one process and we’re able to actually not only create Sighted risk and coverage profile, but to actually have The final artifacts sent to these wholesalers This is where we are we’re able to go to market now So this is where we’re able to now create a Sighted
5:12 risk and coverage profile and now this is the part where we’re at the end of that zero to one process and we’re just about to go to market with all the right information.
5:20 So yeah, this is the part now that we have all the information, we’re able to create a Sighted risk and coverage profile.
5:21 We’re at the very Thank you.
5:46 Bye. End of our zero to zero to one process where we’ve got all the documentation we need. We are about to go to market and this is the artifact that we need to produce.
6:06 We see here the table very clearly describes the risk categories coverage limits and special notes considerations and recommendations to optimize coverage again.
6:19 we can draft and underwrite our wholesaler email on behalf of the broker. Yeah.
6:36 And so you see here very clearly, you can almost copy paste all this documentation if you want to go in and check all these quotes are cited, you can go in and understand where each of these numbers and details come from.
6:53 And we don’t have to just do it, you can do it in two steps, you can just do it in a single step with all the requests written out in a single query.
7:03 And so now you see here, in a much simpler table, you have the underwriting risk and coverage profile table with all the quotes and information clearly extracted from the documentation and here below a detailed draft email for any broker to go in to check, make sure they have all the information they
7:23 need and, you know, they’re ready to go.
7:25 So this is how we imagine using the Contextual AI platform for insurance workflows. It’s really, it’s really powerful just being able to clearly extract and refer to the information that you’re looking for.
7:42 Also, to be able to put in your own templates, your own profiles, to be able to steer and modify the agents to work for you and to also connect to Google Drive, Box, SharePoint, your own content management systems.
7:59 So thank you for listening to this demo.