AI automation for insurance agencies
Stop letting email and renewals run your agency
The problem
Sound familiar?
Email is running your life
Agents spend 3+ hours a day reading, sorting, and responding to emails that are mostly routine. The important ones get buried under the noise.
Renewals slip through the cracks
With hundreds of policies expiring every month, manual tracking means missed renewals, lost clients, and revenue that just disappears.
Quote processing is painfully slow
Gathering info, entering it across multiple carrier systems, and following up takes hours per quote. Your team could be selling instead of typing.
What we automate
What we automate for insurance agencies
AI email triage and auto-response
80% of routine emails handled without agent involvement
Renewal reminder automation
Every renewal gets proactive outreach at the right time
Quote request processing
Intake, routing, and follow-up happen automatically
Client communication workflows
Consistent touchpoints that keep clients engaged year-round
Commission tracking automation
Reconcile commissions across carriers without spreadsheets
CRM optimization with AI
Your CRM works harder so your agents don't have to
Solutions
Solutions for insurance agencies
Quick Wins for Insurance Agencies
Insurance agents spend hours on email sorting, renewal reminders, and data entry that doesn't require their expertise. Quick Wins automate the most...
- Email auto-sorting by type: claims, renewals, new business, spam
- Automated renewal reminder emails to clients 60/30/15 days out
- Lead scoring on new quote requests based on fit criteria
Workflow Automation for Insurance Agencies
Insurance agencies have complex, multi-step processes for new business, renewals, and claims. Workflow Automation connects every step so policies...
- New business pipeline: quote request to bind to onboarding to welcome sequence
- Renewal workflow: notification to outreach to requote to close
- Claims support: intake to carrier submission to status tracking to client updates
Custom Apps for Insurance Agencies
Insurance agency management systems are bloated and generic. Custom Apps give you exactly what your agency needs: streamlined interfaces, smart...
- Agency dashboard tracking production, retention, and pipeline
- Client portal for policy documents, claims status, and communication
- Quote comparison tool pulling from multiple carrier APIs
AI Systems for Insurance Agencies
AI Systems transform your agency from manual operations to intelligent automation. AI agents handle email, renewals, new business processing, and...
- Full email automation: sorting, drafting, sending routine communications
- Intelligent renewal system: analysis, outreach, requoting, and binding assistance
- AI sales assistant qualifying leads, scheduling appointments, and prepping agents
AI Training for Insurance Agencies
Custom training that shows insurance professionals how to use AI for prospecting, client communication, policy analysis, and daily productivity....
- AI-assisted email and communication for agents and CSRs
- Using AI for policy analysis and coverage recommendations
- Automation platform training for agency operations staff
Automation Retainer for Insurance Agencies
Insurance technology changes constantly. An Automation Retainer keeps your agency's systems updated, optimized, and expanding so you stay ahead of...
- Updating automations when carrier portals or APIs change
- Optimizing email sequences based on open and response rates
- Building new automations as your agency adds lines or staff
Use cases
Specific automations for insurance agencies
AI Chatbot Development
Custom chatbots that handle customer questions and route complex issues to your team
Learn more →AI Customer Service Agent
Autonomous agents that resolve support tickets and escalate only when needed
Learn more →AI Sales Assistant
AI that qualifies leads and books meetings while your sales team sleeps
Learn more →AI Data Analysis Agent
Agents that monitor your data and surface insights without manual queries
Learn more →AI Research Assistant
AI that gathers and synthesizes information from multiple sources on demand
Learn more →AI Writing Assistant
Custom AI writing tools trained on your brand voice and content standards
Learn more →AI Voice Agent
Phone bots that handle inbound calls and route or resolve without hold times
Learn more →Multi-Agent Systems
Multiple AI agents working together to run entire business functions
Learn more →Add AI to Existing Software
Enhance your current tools with AI capabilities without replacing them
Learn more →Let's automate your insurance agencies business
30-minute discovery call. We'll tell you honestly what can be automated and what the ROI looks like.
Not quite right?