AI Chat & Live Handoff

On The Full Package, OfficeHubb gives your agency a public AI chat experience for quote intake and client conversations — the assistant on your agency landing page that greets prospects, collects their information through a natural conversation, and hands off to your team.

It works from your agency's real setup: only the products you write, only the questions you've enabled, plus any custom questions you've added.

• A guided conversation instead of a static form — one question at a time, no wall of fields.
• Questions shaped by the products they pick, so nothing feels irrelevant.
• A choice to opt in to text updates at the end, with consent handled properly.
• A smooth handoff when a staff member joins — the AI steps back the moment a real person enters.

The chat isn't only for quotes. Existing clients can use it for service — policy questions, billing, claims, changes. The assistant gathers what your team needs to help and routes the request; it never makes policy changes on its own.

Your team is notified as soon as a prospect sends their first message. Anyone can join the conversation live from inside OfficeHubb, see the full history, and take over. When the conversation ends, a pipeline card is created with the answers and the complete transcript.

Does the AI use our agency's setup? Yes — products, questions, custom questions, team roster (for "which agent would you like?"), all of it.

Can a real person jump in? Yes. Live staff handoff is a core part of the flow, not an afterthought.

Is the AI available on every plan? The AI intake chat is part of The Full Package. Other plans get a clean quote-request form on their landing page instead — leads flow into the pipeline the same way.

Is this the same as Agency AI? No — this is the *prospect-facing* chat on your public page. Agency AI is your team's internal assistant for questions about your own book. See the Agency AI guide.