No, and the system prompt explicitly prevents it. SleekAI gathers the information needed for a quote - address, vehicle details, driver history, claim history, current carrier - and hands off to your licensed producer for the actual binding work. That line cannot move; binding is a licensed activity and the bot is configured to make that clear to the prospect every time the question comes up.

Yes. List your carriers as posts, options, or a single page and SleekAI uses that context as the canonical list. The bot will discuss those carriers freely and decline (politely) to claim access to anyone you do not represent. When a prospect asks 'do you write through Carrier X', the bot checks your list and answers honestly rather than improvising a yes.

Yes. Run a separate bot on your commercial pages with a different system prompt, intake schema, and routing target - the Multibot feature handles it. Commercial intake usually asks different questions (NAICS, payroll, prior losses by line) and routes to a different specialist than personal lines, so the separation by display condition is the cleanest setup.

Conversation logs live in your WordPress database under your control. Most agencies clear logs on a schedule (often 30 to 90 days) and forward summaries to their AMS via webhook so the sensitive intake details do not sit on the website indefinitely. Driver licence numbers and similar PII can be configured to redact at write-time so the WordPress database never stores them in plaintext.

Add disclosures as pages or include the language directly in the system prompt - either approach works. The bot surfaces the disclosure when relevant (UM/UIM language for auto, replacement-cost notes for home, state-specific consumer notices for life). For agencies operating across multiple states, a Multibot setup with state-specific routing keeps the disclosures matching the prospect's state rather than spraying every disclosure at every visitor.

SleekAI does not connect to AMS360, Applied Epic, EZLynx, or HawkSoft directly, but webhook handoffs let you push the conversation summary into any agency management system that accepts inbound webhooks (which is essentially all of them). Most agencies map the chatbot's intake fields to their AMS new-prospect fields once and the integration runs cleanly from there.

Not directly - SleekAI is the intake and education layer, not the rating engine. The handoff pattern is: bot captures the intake conversationally, webhook pushes the data into your comparative rater (PL Rating, Tarmika, Quotefired, or your AMS-bundled rater), and the producer runs the actual quotes. That keeps the licensed-rating work where it belongs while still saving the producer the data-entry step.

Yes. The bot asks about the current carrier and renewal date as part of the intake, and the system prompt guides it to ask about the precipitating event (rate increase, claim experience, service issue) without being pushy. That context is gold for the producer because it tells them what the prospect is actually solving for, which lets them lead the call with the right pitch instead of a cold rate comparison.