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Quote follow-up

Follow up on a quote you sent, with one useful point and an easy next step.

Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 78/100 for following the rules and doing the task.

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Rule packs

Not legal advice, and no attorney relationship. This flags possible issues using a fixed list of patterns. It can miss problems and flag things that are fine. You're responsible for what you publish, so check your brokerage, company, and state rules. The pattern check runs in your browser. If you use the AI second opinion, your text is sent through our server to TypeSafe, which may log or retain it under its policies. With Pro, a log entry (time, first 280 characters, findings) is saved to your compliance log. Don't paste confidential or personal information you aren't allowed to share.

Example output

I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.

Example inputs
  • What you quoted and when: Auto quote for 2 cars, $1,320/6 months, sent Oct 12
  • Prospect first name: Alex
  • One useful point about the quote: Bundling with renters policy would lower total; renters quote about $15/month
Subject: Your auto quote

Hi Alex,

On October 12, I sent you an auto quote for both cars: $1,320 every six months.

One more idea: adding renters insurance is about $15 a month, and bundling the two would lower your total. I'm happy to run both together.

Want me to do that?

[Your name]

(Agent: confirm the final pricing with the carrier.)

AI drafts can be wrong. Check every fact, name, and number before you send anything. Free: build prompts with no limit and 5 AI runs a day. A paid plan: 100 runs a day, 1,000 checks a day, batch runs for 50 contacts.

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