Quility Switchboard

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Insurance AI

About this Tool

Quility Switchboard

You are no longer an agent. You're a part of the digital revolution of selling insurance.

Switchboard is the #1 automation and appointment-setting pl

You are no longer an agent. You’re a part of the digital revolution of selling insurance.

Switchboard is the #1 automation and appointment-setting platform for insurance agents. You’ll have access to built-in two-way texting, pipeline, scheduling and so much more. Converse with leads and clients via text, phone and Facebook Messenger (all in one stream).

Built for Insurance
Switchboard is the #1 automation and appointment-setting platform for insurance agents.

Designed for Quility Agents
Done

Pros & Cons

✓ Pros

✓time savings
✓scalable outreach
✓data insights

✗ Cons

✗price not listed
✗limited offline access
✗learning curve

Key Features

🤖

Automated lead qualification via AI chat

🔗

Integrated calendar scheduling for appointments

🔧

Email and SMS drip campaigns

🔗

CRM synchronization (HubSpot, Salesforce, etc.)

📊

Real‑time analytics dashboard

🔧

Customizable conversation scripts

📊

Compliance‑ready data handling

💬

Multi‑channel outreach (web, phone, chat)

📋 Scripts & Prompts for Quility Switchboard +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Give a Bot a Fish

Advanced ⏱ 10 min

The “give a bot a fish” bucket is for scenarios when you can explicitly give the bot, in the hidden…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Quility Switchboard +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌

ACORD Forms MCP Server

Medium 📱 macos, linux, windows

MCP for ACORD insurance form generation and parsing.

GitHub

🔌

Claims FNOL MCP Server

Medium 📱 macos, linux, windows

MCP for first-notice-of-loss intake structured data.

🔓 Sign Up Free to Install

🔌

PolicyGenius API MCP

Medium 📱 macos, linux, windows

MCP that wraps insurance-comparison APIs.

🔓 Sign Up Free to Install

🔌

eHealth Marketplace MCP

Medium 📱 macos, linux, windows

MCP for health-insurance marketplace data and quoting.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for Quility Switchboard +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🔗 LANGCHAIN

LangChain Policy Comparator

▶ On-demand

LangChain pipeline that extracts coverage terms from two policy PDFs and produces a structured side-by-side comparison with gap highlights.

https://github.com/langchain-ai/langchain

⬇ Import Agent Docs

🤖 CLAUDE CODE

Claude Skill: Denial Appeal Letter

▶ On-demand

Claude Code skill that ingests a denial letter and the underlying policy, identifies relevant clauses, and drafts a substantive appeal with citations.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

🔄 N8N

n8n Premium-Renewal Outreach

⏰ Scheduled

n8n workflow that listens for upcoming renewal dates, pulls book-of-business context, and sends a personalized renewal email per client.

https://n8n.io/workflows/

🔓 Sign Up Free to Import

🌊 FLOWISE

Flowise FNOL Intake Bot

⚡ Event

Flowise chatbot that conducts a guided FNOL intake conversation and outputs ACORD-conformant JSON ready for AMS or claims-system import.