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Features

The complete quoting platform, from first question to issued certificate.

Twelve capability areas, one configurable engine. Here's what your teams — and your platform operators — get out of the box.

01

AI-powered quoting

An AI assistant that guides quoting instead of a rigid form — adapting to your product line and explaining options in plain language.

Conversational capture

Extracts structured data from free-form answers.

Industry intelligence

Right questions and terminology per product line.

Smart guidance

Recommends coverages and flags missing info.

Provider-flexible

LLM provider and model configurable per deployment.

02

Four ways to quote

Form, guided Q&A, free-form chat, or a phone call — all feeding one shared engine that produces the exact same quote.

See the interactive demo →
Form mode

Structured, field-by-field with validation and autocomplete.

Q&A mode

One conversational question at a time.

Chat mode

Free-form AI chat that drives the quote.

Voice mode

A phone call with an AI voice assistant.

03

No-code workflow builder

Business teams design and change quoting journeys themselves, in hours — not through engineering tickets that take weeks.

AI Form Builder
"Build a monthly-premium creditor flow, branded from acmebank.com, that asks for two applicants and offers life + disability."
✓ Extracted brand✓ 6 steps built✓ Ready to test
Text, currency, date, email Multi-applicant capture Flow routing & branching Custom quote numbering
04

Voice / phone quoting

A fully managed AI voice assistant — set up entirely from within anySure. No third-party dashboard.

AI phone agent

Captures applicant, loan, plan, coverage & premium by voice.

Self-service setup

Configure numbers, prompts & voices from the admin console.

History & transcripts

Full recordings; quotes continue in the web app.

05

Integrations & API registry

Onboard a new insurer integration through configuration, not a development project.

API registry

Manage endpoints, auth & mapping in the admin UI.

Multiple auth types

API key, Basic, Bearer, OAuth2 — encrypted at rest.

No-code field mapping

Translate platform data to any external format.

Insurer rating

Retrieve coverages, calculate premiums, issue certificates.

And the rest of the platform

06
Multi-tenancy & white-labeling

Complete tenant isolation, per-org branding, feature flags, and selectable themes remembered per user.

07
Security & compliance

MFA, role-based access, encrypted secrets, and a complete audit trail. See details →

08
Administration & governance

User management, dashboards, master data, cross-org tools, and a searchable audit log viewer.

09
Knowledge base & AI grounding

Upload product docs; scope grounding per org, workflow and product line for accurate answers.

10
Quote & certificate lifecycle

Guided end-to-end flow with drafts, resume across modes, issuance, and post-issuance maintenance.

11
Usage tracking & invoicing

Token usage and cost metered per tenant and per feature — transparent, usage-based billing.

Ready to see it on your products?

We'll build a branded quoting flow for one of your lines, live in a 30-minute demo.

Book a demo