AI for Insurance Agencies

Quote Faster. Retain More. Grow Without Adding Staff.

An AI employee for insurance agencies that generates quotes in minutes, handles renewals automatically, and provides 24/7 client service.

98% Policy renewal retention
Book a Consult › See How It Works

Works with every AI provider

Cohere Groq Perplexity DeepSeek Mistral AWS Microsoft Meta Google OpenAI Anthropic

Every agent needs a brain. Cloud, on-premise, or BYOD. Always upgraded to the latest AI.

The Problem

Quote requests sit while producers are on calls
Renewals slip and policies lapse
Service calls eat into selling time
Growing means hiring more CSRs

What if every quote went out in 5 minutes, every renewal got handled proactively, and clients could get service 24/7?

What Your AI Insurance Employee Does

Everything that keeps your agency from growing - quoting, renewals, service - handled autonomously.

Quote Generation

Collects applicant information, runs multi-carrier quotes, and delivers comparisons in minutes instead of hours.

Lead Response

Responds to website and referral leads in under 60 seconds. Qualifies prospects and books appointments automatically.

Policy Renewals

Tracks renewal dates, reaches out to clients proactively, and processes renewals before policies lapse.

Claims Support

Guides clients through the filing process, collects documentation, and coordinates with adjusters.

Compliance & Documentation

Maintains E&O documentation, tracks continuing education requirements, and ensures regulatory compliance.

Client Retention

Proactive outreach for policy reviews, life event check-ins, and cross-sell opportunities to grow your book.

Always Updated

AI moves fast. We keep up so you don't have to. Automatic upgrades to the latest models, new capabilities as they ship. No AI expertise required on your team.

Built for Insurance

Deep understanding of insurance workflows, from quoting to claims.

Sales & Quoting

  • Multi-carrier quote comparison
  • Application data collection
  • Proposal generation and delivery
  • E-signature coordination

Policy Servicing

  • Policy change requests
  • Certificate of insurance issuance
  • Endorsement processing
  • Billing inquiry resolution

Claims Management

  • FNOL intake and documentation
  • Adjuster coordination
  • Status updates to clients
  • Claims closure follow-up

Agency Operations

  • Producer performance tracking
  • Carrier appointment management
  • Commission reconciliation
  • Compliance reporting

The Numbers Don't Lie

5min Quote turnaround time
98% Policy renewal retention
50% Reduction in service calls
24/7 Client service availability

How It Works

1

Connect Your Systems

Integrate with your AMS, carrier portals, and communication tools. Works with all major platforms.

2

Configure Your Workflows

Define quoting rules, renewal timelines, and communication preferences. Your AI learns your agency's way.

3

Grow Your Book

Faster quotes, automatic renewals, 24/7 service. Agents focus on selling, not servicing.

Ready to Grow Your Agency?

Tell us about your agency and book of business. We'll show you exactly how AI can help you write more premium.

Book a Consult ›