Automate lead follow-up, policy renewals, and client communication so you write more policies without hiring more staff.
You're paying $15-$50 per lead from quote sites. If you don't call within 5 minutes, that lead has already talked to 3 other agents.
Tracking policy expiration dates across hundreds of clients and sending timely renewal reminders is a spreadsheet nightmare.
Your auto-only clients need homeowners. Your life clients need umbrella. But you don't have time to identify and pursue every opportunity.
Here are 3 automations that transform how insurance agents operate — no coding required.
AI contacts every new lead within 60 seconds — via text and email. It qualifies them, collects basic info, and books a call with you.
AI tracks every policy expiration date and sends renewal sequences starting 60 days out. No client falls through the cracks.
AI analyzes your book of business, identifies cross-sell opportunities, and sends targeted campaigns. More policies per household with zero extra effort.
We look at your business, identify the biggest time-wasters, and map out which automations will save you the most hours and money.
Our team builds your custom AI workflows — booking systems, follow-up sequences, marketing campaigns — tailored to how insurance agents actually work.
Your AI runs 24/7 — answering inquiries, sending follow-ups, and keeping your schedule full while you focus on what you do best.
AI responds within 60 seconds of a lead coming in — whether it's from a quote aggregator, your website, or a social media ad. It sends a personalized text and email, collects key details, and books a call on your calendar.
Yes. AI tracks every policy expiration in your book, sends multi-touch renewal sequences starting 60 days before expiration, and escalates non-responsive clients to you for a personal call.
AI communication tools can be configured to meet state insurance regulations. All messages can include required disclosures, and you maintain full oversight and approval of automated content.
Book a free 15-minute strategy call. We'll identify exactly where AI can save you the most time and money — no pressure, no pitch.