Automated quote intake, policy Q&A, and renewal management that keeps your book of business growing.
Free 45-minute session. No obligation.
Insurance Agencies businesses face these challenges every day. AI solves them.
Quote requests need fast turnaround
Consumers shopping for insurance compare 3-5 agents - speed to quote wins the business.
Policy questions flood your team
Existing clients call constantly about coverage details, deductibles, and claim procedures.
Renewal follow-ups fall through cracks
Manual renewal tracking means some clients lapse and you lose recurring revenue.
Not a generic chatbot. A custom AI system designed around how insurance agencies actually operate.
Handle quote requests, policy questions, and claims initiation 24/7.
Let clients get quick answers, submit claims, and manage their policies via WhatsApp.
Track quotes, renewals, and client communications in one place.
Automated touchpoints that prevent lapses and cross-sell.
Quote request email sits for 6 hours
AI collects all details and provides a preliminary quote range in minutes
Client calls to ask about their deductible - agent pulls up file manually
AI answers instantly based on their policy details
10x
Faster quote turnaround
80%
Fewer routine policy calls
95%
Renewal retention rate
30%
More cross-sell opportunities
45 minutes to understand your business, pain points, and goals. We'll identify the highest-impact AI opportunities.
We map your workflows and data. You get a clear roadmap with priorities, timelines, and expected ROI.
Custom systems built, tested, and deployed in 2–4 weeks. You see progress weekly and approve before we move on.
AI gets better with use. We monitor performance, refine models, and add capabilities as your needs evolve.
No commitment required. If we're not the right fit, we'll tell you.
Perfect for a focused first implementation.
$5,000starting at
Ongoing AI partner for your business.
$2,500/ month
We take on a limited number of clients to ensure quality. Pricing is a starting point. Final scope determined after your strategy session.
We work with a small number of clients each month to ensure every project gets our full attention. Apply now to see if we're a fit.
Free 45-minute session. No commitment.
Currently accepting clients for March 2026
