AI for Insurance Agencies

Never miss a call again. The AI Receptionist identifies callers, captures intent, and routes to the right person or self-service option. That reduces wait times, eliminates voicemail backlogs, and ensures a consistent first impression while freeing licensed staff to focus on revenue work.

The AI agent runs a short, configurable question set over voice or text to gauge interest, capture details, and identify sales-ready opportunities. Low-intent leads are filtered before reaching producers, so your team spends time where it has the most impact.

The AI agent collects all required data for quoting through natural conversation, whether by voice or SMS. It adapts to pauses, accents, and filler words. This eliminates keystrokes and ensures more complete submissions that move seamlessly into quoting.

AI re-engages prospects who abandoned quotes, guides them to completion, and surfaces upsell and cross-sell opportunities. It also kick-starts the renewal process with existing customers, automating one of the most manual and time-consuming tasks in the agency workflow.

Routine service requests no longer need human handling. AI resolves common issues instantly, queues callbacks for complex ones, and keeps customers satisfied around the clock. Licensed staff stay focused on revenue-generating work.