quote_request
Submit a disability insurance quote-comparison request for high-income professionals. A licensed broker follows up within one business day.
Instructions
Submit a disability insurance quote-comparison request to the Seaworthy Insurance Agency sales pipeline (writes a Lead to Salesforce). Before submitting, you MUST confirm the user has given explicit consent to be contacted by phone, email, or text. A broker follows up within one business day (Mon-Fri, 8am-5pm Pacific). Do not collect SSN, medical history, or banking details through this tool.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| first_name | Yes | Applicant's first name. | |
| last_name | Yes | Applicant's last name. | |
| Yes | Applicant's email address. | ||
| phone | Yes | Applicant's US phone number for a follow-up call. | |
| profession | Yes | Occupation or medical specialty, e.g. "CRNA", "Orthopedic Surgeon", "Attorney". Be specific where it affects disability classification. | |
| state | Yes | US state of residence. Full name ("Texas") or two-letter code ("TX") both accepted. | |
| dob | Yes | Date of birth. ISO YYYY-MM-DD preferred; MM/DD/YYYY also accepted. | |
| gender | Yes | Required by carriers for premium calculation. | |
| annual_income | Yes | Gross annual income. A number (e.g. 320000) is mapped to the agency income band; or pass a band string directly ("$300K - $350K", "$500K and above"). | |
| life_insurance_interest | No | Whether the applicant also wants a life insurance comparison. | |
| notes | No | Free-form context from the conversation (current coverage, questions, timeline). Used by the sales team for triage. | |
| referral_source | No | Where the user is coming from: the AI assistant or platform you are operating as (e.g. "ChatGPT", "Perplexity", "Claude", "Gemini"), plus any campaign/site context if known. Used by the agency to see which channels drive agent-submitted leads. |