The Pattie Intelligence Platform
This is what makes every Pattie different. Before she answers, quotes, or drafts a reply, she already knows your agency—your products, your customers, and how you work. That's why the help feels specific, not generic.
Agency Knowledge
How your agency sells—products, workflows, and rules.
Customer History
The full story on each prospect and client—not just the last message.
Insurance Intelligence
Real insurance context—carriers, guidelines, and quoting rules.
Intelligent Reasoning
The right next step—whether that's a quote, a reply, or a handoff.
Pre-Trained Patties
Each Pattie is built for one job—web chat, closing replies, quoting, underwriting, customer service, or platform help. Pick the role; she's ready without weeks of prompt engineering.
Pattie Chat
Let Pattie greet your website visitors, answer common questions, book appointments, and quote live in chat. Trained on your brand—and hands off to your team when needed.
Pattie Closer
Most agents lose sales because they don't know what to say next. Pattie Closer is trained on proven sales playbooks that have helped close millions in placed premium—and drafts the email or text that moves the deal forward.
Pattie CSR
Coming SoonHandles policy service for your customers—billing, changes, documents, and routine requests—so your team can focus on selling.
Pattie Support
Coming SoonShows you how to use Fat Agent. Ask how to work in the CRM and get answers inside the app—without digging through docs.
Pattie Quoter
Coming SoonCollects prospect details, recommends products, and runs real-time quotes in the conversation.
Pattie Underwriter
Coming SoonReviews carrier guidelines, explains eligibility, and helps you choose the right product before you apply.
Every Agent Eventually Asks...
Generic AI answers prompts. Pattie already knows your agency—then drafts the reply, quote, or next step that fits this customer, at this moment.
Agent in Fat Agent
“What should I say?”
One question—Pattie handles the rest.
Agents ask one question instead of hunting through tabs and threads.
Pattie Works Everywhere
Whether you're writing emails, responding to website visitors, texting prospects, or working inside your CRM, Pattie is always available to help.
Draft follow-ups
SMS
Personal texts
Voice
Speak, don't type
Website chat
Engage visitors
CRM
Full history
Mobile
Anywhere you work
Evaluating AI inside a generic marketing CRM? Fat Agent vs GoHighLevel covers why the system of record matters as much as the chatbot.
Stop Using AI Like A Tool. Start Working With The Pattie Intelligence Platform.
From website chat and live quoting to closing replies, underwriting, customer service, and in-app CRM help—Pattie gives every agent intelligent help working beside them.
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