Insurance agencies
Support your clients after hours, follow up on every quote, and never miss a renewal
Your clients expect an answer when they call, and your team can’t be on the phone all day. AI covers the routine work, and your licensed people keep every conversation that matters.
Common problems
What we hear most.
- Clients call or message after hours and wait until morning for an answer.
- Online quote requests go cold because nobody has time to follow up.
- Renewal reminders depend on staff dialing down a list.
- Routine policy and certificate questions eat hours that could go to advising clients.
- Leads and call notes get re-keyed between the website, the CRM and the agency system.
What fixes them
Services that fit.
AI Voice Agents
AI answers the calls you miss, places routine outgoing calls, and transfers to a person when someone needs one.
Learn moreAI Chat and Text Assistants
A chat assistant answers policy and service questions from information you approve, and hands the rest to your team.
Learn moreAI Lead Capture and CRM Automation
Leads from your website, email, calls and chat are entered, tagged and assigned without anyone retyping them.
Learn moreAI Quote Follow-up and Renewal Reminders
AI follows up on open quotes and sends renewal and payment reminders by text, email or call.
Learn moreAI Document and Email Processing
AI reads invoices, certificates, orders and emailed requests, sorts them, and drafts the entries for you to approve.
Learn moreAI Reporting
A one-page summary in your inbox, with no spreadsheet wrangling.
Learn moreSoftware you probably use
- Applied Epic
- Vertafore AMS360
- HawkSoft
- EZLynx
- HubSpot
- Outlook
- Gmail
An illustrative example
A quote request on Friday night.
A prospect asks for a quote on your website at 9pm. They get a text within minutes, their details land in your CRM, and the next morning the AI calls with two quick questions. When they want to talk about coverage or price, the call goes straight to a licensed agent with a short summary. If they don’t pick up, a text and one more try follow. Your agent starts Monday with a list of people who want to talk, not a list of numbers to dial.
Illustrative example, not a real client result.
Policy questions, answered any hour
A chat or text assistant answers routine questions from information your agency approves, such as where to find an ID card, how to request a certificate, or when a renewal is due. It captures the details, and routes anything about coverage to your team.
What the AI doesn’t do
The AI doesn’t give coverage advice or quotes. A licensed person does. Its job is reaching people, collecting simple answers, keeping your records current and passing the conversation to your team at the right moment.
How outbound calling works
The AI places the call, says it’s an AI assistant, asks a few simple questions, and when the client wants to talk, connects them to a licensed person on your team. We confirm the current calling rules for your agency before any outbound calling is switched on.
Tell us the task you’re sick of.
No pitch. Come with a messy description and we’ll help you sort it out.