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Description
Keeps lead info in a side panel and fills it into any carrier portal. Click a portal field and the matching lead field lights up. JCI Quote Copilot keeps one insurance lead's details in a browser side panel and fills them into carrier quoting portals, so an agent doesn't retype the same client information into every carrier's website. Load a lead by uploading a PDF, pasting text, or typing it in. Then open any carrier portal. Click a field on the portal and the matching lead detail appears in the panel, ready to fill with one click. A single button fills every matching field on the page at once, including dropdowns, checkboxes and radio buttons. It reads insurance declarations pages as well, pulling out the named insured, address, prior carrier, policy dates, and each vehicle's VIN, year, make, model, garaging ZIP and mileage. The panel holds applicant details, up to four vehicles and four drivers, home characteristics, and commercial information. Grab works in reverse, reading values already filled in on a page back into your lead. All data stays in your own browser. Nothing is sent to any server, and there is no account or login.