Insurance
Stop losing quotes you never knew started.
Agents drop mid-quote. Visitors abandon forms. You find out weeks later, or never. Tandem sits inside your portal and your website, captures every drop-off in real time, and helps users finish.
Trusted by 100s of leading teams
The quote that disappears is the one that costs you the most.
Whether it's a broker quoting through your portal or a photographer buying direct on your site, when they stop mid-form, that business walks. Most insurers find out from a report, days later. By then, the agent moved to another carrier. The visitor found another provider. The money is gone.
Agent & Broker Portal
Carriers: see which agents drop, on which page, and why.
Your independent agents start quotes in your portal and bail. A field is confusing, they can't find a document, or they get stuck on a coverage question. You find out from an abandoned-quote report, days later.
Tandem embeds an AI assistant directly in your rating portal. It answers agent questions in real time, serves documents instantly (no more waiting on your team to respond), and tracks every session: which fields were filled, which were skipped, and exactly where the agent stopped.
Your RSMs get a daily view of drop-off sessions by geography, by agency, by line of business. A warm lead within hours, not weeks.
Multi-page, multi-line portal. Per-step drop-off analytics. Real-time notifications when an agent abandons.
Direct-to-Consumer & MGA
Agencies: convert more website visitors into bound policies.
You've invested in your website and quote forms. Visitors land, start filling out a quick quote. And leave. You don't know who they were, how far they got, or what stopped them.
Tandem puts an AI concierge on your quote forms. It explains coverages, answers questions about your products, and auto-fills fields when the visitor gets stuck. It captures partial submissions (name, phone, email) so your team can follow up on warm leads instead of losing them forever.
Launching a new product? The concierge educates visitors on new offerings and proactively suggests relevant add-ons based on what they're quoting, turning a single policy into a cross-sell.
Works across all your forms. White-label. Upsell and cross-sell built into the agent's behavior.
Session-level drop-off
See every user who started a quote. See how far they got. See what they filled and what they skipped. Field by field, page by page.
Real-time AI assistant
Answers coverage questions, explains fields, serves documents. Trained on your knowledge base, FAQs, and PDFs. No more waiting on a human to respond.
Agentic execution
The AI doesn't just explain. It acts. Auto-fills fields, navigates multi-step flows, handles the parts that kill completion rates.
Drop-off notifications
Get an email or webhook when someone abandons. No more relying on a weekly report. Follow up within hours, not weeks.
Upsell & cross-sell
Configure the AI to suggest relevant products based on what the user is quoting. A photographer in Seattle? Suggest weather protection. A restaurant? Suggest employment practices liability.
One script, all your forms
One code snippet. Like installing Google Analytics. Your IT team adds it once, and it works across every form and every page you want covered.
