What the source did
- He had his Grok Bot shop around for new auto insurance.
- It couldn't find Progressive's glass coverage details online. He drives a Tesla and says windshield replacements can be pricey, so the detail mattered.
- He had the bot call Progressive. It got through the phone menu, told the rep it was a virtual assistant calling for the customer on a recorded line, and asked about glass coverage in Virginia. The rep confirmed glass coverage.
- He picked his kids up from school while it ran, and never had to talk to anyone.
- He posted the recording and transcript, with personal info bleeped and some parts cut for time. "While there's some improvements that can be made it got the job done."
- In replies he shared the bot that did the work (Broker, linked above), said he set up a separate Dialer bot for the call but it shouldn't be necessary, and said it used a small part of his X Premium usage with no extra credits.
- If it needed him, he says, it would ring his phone like a normal call and hand it off.
“I had Grok Bot call Progressive and get additional information for me all while I picked my kids up from school without me ever having to talk to a person.”— Dylan (@dkmitc), X
Summary written by Agent Cookbook from the original post. See the original for the full context. How we source recipes
Our notes
- What it takes
- Grok Bot with phone calls turned on, your current policy or a quote number, and one narrow question. His Broker template does the quote shopping; he set up a separate Dialer bot for the call but says you shouldn't need one.
- Where it breaks
- Companies that won't talk to a bot (one reply says GEICO refused), calls outside the US, which he thinks aren't supported yet, and acting on a phone answer before you have it in writing.
- Human checkpoint
- It only asked questions. He reads everything before he confirms, and it shares as little personal info as you allow. You make every signup, switch and payment.
- Tools involved
- Grok Bot with phone calls turned on (he thinks it's US-only for now), Your current policy or a quote number, The one question the website won't answer
Source check pending. How we verify
Get their template
Made and published by Dylan. Start here; it is their original, not ours.
Our adapted version
Ours Our version, based on what Dylan described. His Broker template is above. Fill in the [BRACKETS].
Help me shop for [auto / home] insurance and fill gaps by phone.
My current policy: [insurer, coverages, deductibles, renewal date], or I'll upload the declarations page.
What matters to me: [e.g. $0 glass coverage, rental car, roadside].
1. Compare like-for-like quotes from [insurers]. Put coverages and prices side by side.
2. List anything you couldn't find on a company's website, like glass or windshield coverage details.
3. For each missing detail, ask me first, then call that insurer and ask only that question. Say you're an AI assistant calling for me on a recorded line. Share as little personal info as possible: use my quote number if there is one.
4. If they need me, ring my phone and hand the call off.
5. After each call, send me the answer, the rep's wording and a short transcript.
6. Don't buy, switch or cancel anything. I'll decide.
Approval rule
🛡
It only asked questions on the call. He says he reads everything before he confirms, and that it shares as little personal info as possible unless you give permission. Signing up, paying, and sharing your details always need a human.
Set it up
- Add his Broker template, or paste our version into a Grok Bot chat.
- Give it your current policy or declarations page and the coverages you care about.
- Let it compare quotes and list the details it couldn't find online.
- Approve each call. Keep the question narrow, like "is glass coverage $0 deductible in my state?"
- Read the transcript before you act on the answer.
Common failures
⚠
- Not having a quote number ready, so the rep asks for details the bot can't give. In his call it offered the quote number instead.
- Some companies won't talk to a bot. One reply under his post says GEICO refused.
- He thinks calls only work in the US for now.
- Taking a phone answer as the final word. Get coverage in writing before you switch.
Variations
- Ask it to call about discounts you qualify for, like safe-driver or bundling.
- Use the same pattern for any company whose site hides a detail: a utility, a landlord, a repair shop.
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