Select the agent, referral source, and lines of business being quoted.
New Purchase
Is this prospect purchasing a new home or vehicle?
Upload Prospect Documents
Current policies, competitor quotes, lender documents, mortgage statements, dec pages, inspection reports — any combination. Claude reads PDFs and images natively, including scanned documents and dec page screenshots.
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Drop files here or click to browse
PDF, JPG, PNG — up to 10 files, 25 MB each, 50 MB total
Additional Info / Agent Notes
Any context not in the documents — verbal info from the prospect, special instructions, etc.
Prospect documents are sent securely to Anthropic for analysis and are not stored by this tool. Anthropic does not retain or train on this data.
Uploading documents…
Add Agent
Adds the agent to this session's dropdown. To save permanently, edit the agent list at the top of the page source.