Every quote request that goes unanswered is a policy that goes to your competitor. Our AI responds instantly, qualifies the prospect, and books the appointment — so your agents only talk to ready buyers.
Book a Strategy CallThe Problem
These are not hypotheticals. These are the exact problems we hear from every insurance agencies owner we talk to.
When someone requests a quote online, the first agent to respond wins 78% of the time. Your team takes 4 hours on average. The lead is gone in 5 minutes.
You have 2,000 policies renewing this quarter. Your CSRs can call maybe 200. The other 1,800 get a generic email that nobody opens.
Your auto-only client also needs home, life, and umbrella coverage. But nobody tracks who has what, and your agents are too busy quoting to cross-sell.
Someone gets in a fender bender at 8pm and wants to switch insurance. They fill out your online form. Your office opens at 9am. By then they already bought from the agency that answered at 8:01pm.
What We Build For You
Each AI employee is trained on your specific business, your data, and your processes. Not a chatbot — a digital worker that handles real tasks.
AI Voice Agent + AI Text Agent
Responds to every quote request within 60 seconds via call or text. Qualifies the prospect — coverage needs, current carrier, policy expiration date, number of drivers/vehicles, home details. Books an appointment with the right agent for a detailed quote review.
AI Follow-Up Manager + AI Text Agent
Contacts every policyholder 60, 30, and 15 days before renewal. Personalized messages highlighting their current coverage, any available discounts, and a direct line to their agent. Flags at-risk renewals (shopping competitor quotes) for immediate agent attention.
AI CRM Coordinator + AI Text Agent
Analyzes your book of business and identifies every client who is missing a coverage type. Auto-only clients get a text about bundling home insurance. Home-only clients get an umbrella pitch. Life insurance opportunities are flagged based on age and family status.
AI Text Agent + AI Follow-Up Manager
When a client has a claim, the AI guides them through the initial steps — what to document, who to contact, what their coverage includes. Keeps the client informed throughout the process and ensures they feel supported, reducing the chance they shop competitors after a claim.
Deployment Process
Week 1
We map your quote-to-bind process, integrate with your AMS (Applied Epic, Hawksoft, EZLynx, etc.), train the AI on your carriers, coverage types, and underwriting preferences.
Week 2
AI goes live responding to quote requests and managing renewal outreach. We monitor response times, appointment rates, and retention metrics.
Ongoing
Cross-sell campaign optimization, renewal retention tracking, seasonal marketing (open enrollment, life insurance awareness month), and producer-specific lead routing.
Real Results
Policies Written Per Month
Before
22
After
61
“Our quote response time went from 4 hours to 45 seconds. We are writing nearly 3x the policies with the same number of agents. The AI handles the busywork so our team focuses on closing.”
— Insurance Agency Owner, Orlando FL
15 minutes. No pitch deck. We'll show you exactly what we'd build for your business.
Book a Strategy Call