Case study · Insurtech · AI

Ensurance. An AI insurance-shopping assistant and a paid marketplace for agents.

We built Ensurance’s platform: Cate, an AI assistant that turns a shopper’s question or renewal notice into one protected request, and an agent side where licensed agents review requests and pay for access through Stripe.

AI assistantWeb platformPayments
ensurance.com ↗
Client
Ensurance Inc.
Market
United States
Coverage
Auto, home, life & more
Custom API
~70 endpoints
Ensurance: An AI insurance-shopping assistant and a paid marketplace for agents
The brief

What Ensurance needed.

Ensurance is a U.S. insurance-shopping company. Instead of filling in the same form on carrier after carrier, a shopper sends one protected request, and vetted, licensed agents decide whether to take it on.

That meant two products in one: a guided, trustworthy experience for shoppers, and a place where agents can see each request in context and pay to work the ones they want.

What we built

The product, feature by feature.

  1. 01

    Cate, the AI assistant

    Shoppers ask in plain English, upload a renewal notice or quote as a PDF or image, and name the carriers they prefer or want to avoid. AI use is opt-in behind a clear consent box.

  2. 02

    Protected request flow

    A guided request for auto, home, renters, life, health or business cover that ends with a reference number and a confirmation.

  3. 03

    Magic-link return

    Shoppers get back to their request from an email link, with no password to remember.

  4. 04

    Agent marketplace

    Licensed agents see organised request cards (location, household, what the shopper wants) and choose to accept or pass.

  5. 05

    Pay-per-access checkout

    Agents buy access to requests through Stripe-hosted checkout on Ensurance’s own checkout domain.

  6. 06

    Agent accounts and profiles

    Agent sign-up, a dashboard, and public profile pages for participating professionals.

  7. 07

    Lead compliance

    TrustedForm consent certificates and Cloudflare Turnstile on every form, so each lead is documented and bot-free.

  8. 08

    Custom API and automation

    Around 70 custom endpoints behind the assistant, document uploads, eligibility, checkout and referrals, with Make.com automation for lead routing.

Inside the product

Screens from the live site.

Ensurance homepage with the Cate AI assistant: “Hi, I’m Cate. What are you shopping for?”
Ensurance homepage with the Cate AI assistant: “Hi, I’m Cate. What are you shopping for?”
The protected request flow: choose the coverage you need
The protected request flow: choose the coverage you need
The agent side: shopping requests with the context agents need
The agent side: shopping requests with the context agents need
Built with

The stack.

WordPressCustom REST APIOpenAIStripeMake.comTrustedFormCloudflare TurnstileGoogle Analytics 4
Where it landed

The outcome.

  • One request replaces a round of carrier quote forms for shoppers.
  • Agents see requests in context and pay only for the ones they want to work.
  • Consent, spam protection and lead documentation built into every form.
  • Live across auto, home, renters, life, health and business cover.