AI Sales Automation for Insurance Agencies
Everyquotefollowedup. Everyrenewalkept.
AI that replies to every quote request instantly, gathers the details your producers need, follows up every quote, and reaches out before renewals so clients don’t shop elsewhere.
Not ready to talk? Score yourself in 2 minutes
- Wed 12:30 pmA homeowner requests a home insurance quote from your website.
- Wed 12:31 pmThey get a reply asking for their address, current carrier and renewal date.
- Wed afternoonA producer prepares the quote with everything already collected.
- Following weekFollow-up compares coverage. They’re not ready; their renewal date is saved.
- Before renewalOutreach with a fresh quote. They switch and bind with your agency.
- Applied Epic
- HawkSoft
- EZLynx
- AgencyZoom
- AMS360
- Salesforce
- HubSpot
- Applied Epic
- HawkSoft
- EZLynx
- AgencyZoom
- AMS360
- Salesforce
- HubSpot
Sound familiar?
The leak01 / 03
01
Quote requests wait too long
Online shoppers request quotes from several agencies at once. The agency that responds first usually gets the conversation.
The leak02 / 03
02
Quotes go cold
A quote goes out, the prospect says they’ll think about it, and nobody follows up. Their renewal date passes with their old carrier.
The leak03 / 03
03
Single-policy clients
Many clients have one policy with you and the rest elsewhere. Cross-selling depends on a busy producer remembering to ask.
Workflows for Insurance Agencies
Each one runs on the software you already use, or as custom code you own.
Instant reply and data gathering
Every quote request gets a reply in under a minute that collects the basics your producers need: coverage type, current carrier and renewal date.
Quote follow-up
Each quote gets a recap and planned check-ins. Prospects who aren’t ready are saved with their renewal date for later outreach.
Renewal and X-date outreach
Clients and prospects hear from you ahead of their renewal, so you’re in the conversation before they start shopping.
Cross-sell prompts
Single-policy clients get timely, relevant offers (home with auto, umbrella, business coverage), and producers get a task to call.
Producer and CSR practice
AI roleplay for price objections, coverage questions and the cross-sell conversation, so new producers ramp faster.
See how each workflow works
One lead, start to finish.
An example journey. Timing and messages are set up around how your business works.
- Wed 12:30 pmA homeowner requests a home insurance quote from your website.
- Wed 12:31 pmThey get a reply asking for their address, current carrier and renewal date.
- Wed afternoonA producer prepares the quote with everything already collected.
- Following weekFollow-up compares coverage. They’re not ready; their renewal date is saved.
- Before renewalOutreach with a fresh quote. They switch and bind with your agency.
- After bindingA relevant auto and umbrella offer, plus a task for the producer to call.
No new software to learn.
We build on the tools you already pay for and connect the places your leads already come from. Need something they can’t do? We custom-build it, and you own the code.
Software7 tools
- Applied Epic
- HawkSoft
- EZLynx
- AgencyZoom
- AMS360
- Salesforce
- HubSpot
Lead sourcesEvery one answered
- Website quote forms
- Online lead vendors
- Google Ads
- Carrier referrals
- Referrals
- Missed calls
They’re promising Q4. We ship Thursday.
- 01
Free audit
A 15-minute call. We map where your leads and quotes leak today.
- 02
We build it
No six-month project. We ship your first workflow fast, on your existing tools or as custom code you own.
- 03
Runs every month
We watch the numbers and keep improving it. You keep the jobs.
Questions from Insurance Agencies
01Does the AI quote or bind policies?
No. It collects information, books appointments and handles follow-up. Quoting, advice and binding stay with your licensed producers.
02Does it work with my agency management system?
Yes. We build on top of Applied Epic, HawkSoft, EZLynx, AgencyZoom and similar tools, so client records stay where they are today.
03Is automated outreach compliant?
We set up consent capture and opt-outs on every message and follow the rules for automated calls and texts in the markets you serve.
04Does this work for commercial lines too?
Yes. Commercial accounts use the same quote follow-up and renewal outreach, with longer timelines and more stakeholders built in.
05Do I own what you build?
Yes. If we build on your existing tools, the workflows live in your own accounts. If we custom-build, the code lives in your own repository and is yours to keep, and you can change it later yourself with AI coding tools like Claude Code or ChatGPT.
Related
Other industries
Your team does the selling. AI does the chasing.