How can insurance agents use live chat to capture leads?

Insurance agents can use live chat to instantly connect with website visitors requesting quotes, answer coverage questions in real-time, and qualify leads before scheduling calls. AI chatbots can gather initial information about insurance needs 24/7 and route qualified leads to agents.

Is live chat secure enough for law firms and accountants?

Yes, Social Intents provides enterprise-grade security including encrypted data transmission, SOC 2 compliance, and integration with secure platforms like Microsoft Teams. Chat transcripts can be stored securely and client confidentiality is maintained.

Can professional services firms book consultations through live chat?

Yes, Social Intents integrates with calendar tools like Calendly, allowing visitors to book consultations directly through the chat widget. AI chatbots can qualify prospects and automatically offer booking links for consultations, demos, or meetings.

Professional Services

Live Chat for Insurance, Accounting & Law Firms

Capture 35% more leads. Answer prospect questions instantly, book consultations, and serve clients, all from Microsoft Teams, Slack, or Google Chat.

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14-day free trial

No credit card required

Professional services team meeting with clients

New Lead

"I need a quote for business insurance"

Avg Response

Under 45 sec

35%

More Qualified Leads

Faster Lead Response

91%

Client Satisfaction

24/7

AI Lead Capture

Trusted by insurance agencies, accounting firms, law offices, and consultants

Who We Serve

Built for Professional Service Providers

From lead capture to client service, Social Intents helps professional firms grow faster.

Insurance Agents

Capture quote requests, answer coverage questions, and schedule policy reviews instantly.

Quote request capture
Policy questions 24/7
Claims status updates

Accountants & CPAs

Book tax consultations, answer questions about services, and handle client inquiries efficiently.

Tax season scheduling
Document collection
Service pricing info

Law Firms

Qualify potential clients, schedule consultations, and provide case status updates to existing clients.

Lead qualification
Consultation booking
Practice area routing

Microsoft Teams Integration

Respond to Leads from Microsoft Teams

Your team already uses Teams for internal communication. Now use it to chat with prospects and clients on your website. No app switching required.

Sign in with Microsoft

Use your existing firm Microsoft 365 account. No separate credentials needed.

Route by Service Type

Send insurance leads to agents, tax questions to accountants, legal inquiries to attorneys.

Unlimited Team Members

Add partners, agents, associates, and support staff with no per-seat fees.

Learn About Teams Integration

AI Powered

AI Chatbots Qualify Leads 24/7

Train an AI chatbot on your services, pricing, and expertise. Prospects get instant answers and qualification even outside business hours.

ChatGPT

GPT-4o powered responses trained on your firm's services, FAQs, and expertise areas.

Natural conversations
Smart lead qualification

Claude

Anthropic's Claude excels at detailed, professional conversations with nuanced understanding.

Detailed explanations
Professional tone

Gemini

Google's Gemini offers advanced reasoning for complex client inquiries.

Multi-turn context
Latest AI models

Explore AI Chatbots

Features

Everything Your Firm Needs

Purpose-built features for professional service providers.

Consultation Booking

Let prospects book consultations directly through chat with Calendly integration.

Lead Routing

Route leads to the right team member based on service type or location.

Custom Branding

Match your firm's colors, logo, and messaging on the chat widget.

CRM Integration

Sync leads and chat transcripts to Salesforce, HubSpot, and 50+ tools.

Business Hours Mode

Show AI chatbot after hours, live chat during business hours automatically.

Analytics Dashboard

Track leads, response times, and conversion rates with detailed reporting.

FAQ

Common Questions

Most firms are up and running in under 15 minutes. Install the app in Microsoft Teams, add a code snippet to your website, and you're ready to chat with prospects and clients.

Yes! With AI Actions, you can connect Calendly or other scheduling tools. Prospects can check availability and book consultations directly through the chat widget.

Create multiple chat widgets mapped to different Teams channels. Insurance questions go to agents, tax inquiries to accountants, legal matters to attorneys. Each team gets their own queue.

No! All plans include unlimited agents. Add partners, associates, agents, and support staff without per-seat fees.

Yes! We integrate with Salesforce, HubSpot, Dynamics 365, and 50+ other tools. Leads and chat transcripts sync automatically to your CRM.

Start in 15 Minutes

Ready to Capture More Leads?

Join thousands of insurance agents, accountants, law firms, and consultants using Social Intents.

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Unlimited agents