AI agents that handle quote intake, chase renewals at 90/60/30 days, answer FNOL claims calls 24/7, and process policy documents — built on top of your existing AMS and CRM, without adding headcount. First system live in 14 days; you own 100% of the code.
AI automation for insurance agencies means AI agents that handle quote intake, renewal follow-up, claims first notice of loss (FNOL), and policy document processing — without adding headcount. We build these systems on top of your existing AMS and CRM, deploy the first one within 14 days of a signed contract, and hand you 100% of the code. Engagements start with a $2,500 AI Readiness Diagnostic, fully credited toward your build.
If your producers and CSRs are doing the same task more than 50 times a month — re-keying ACORD data, chasing renewal signatures, answering 'is my claim in yet?' calls — it's probably automatable.
Minutes, not days. An AI intake agent extracts the data from an inbound quote request — web form, email, or a phone call answered by a voice AI receptionist — validates it, pushes it into your CRM, and triggers carrier submission prep before a producer ever opens the file.
Speed-to-quote is usually the first thing we automate: prospects who submit to three agencies typically bind with whoever responds first. A lead-scoring agent ranks every inbound request in real time, an email agent collects missing information (VINs, prior carrier, loss history), and your producer gets a Slack notification with a complete, pre-filled submission.
They stop falling. A renewal agent watches expiration dates across your book, opens outreach 90/60/30 days out with AI-personalized email and two-way SMS, flags rate increases above a threshold you set, and books remarketing conversations onto your producers' calendars.
Most agencies lose renewals to inattention, not competition. An automated renewal sequence never misses a touchpoint, and every interaction logs back to your CRM so nothing depends on one person's memory. Retention is the cheapest revenue in your agency; this protects it.
Yes. A voice AI receptionist answers FNOL calls 24/7, collects the loss details — policy number, date of loss, description, photos via SMS link — creates the claim record, notifies the assigned CSR, and sends the insured a confirmation with next steps.
Claims calls don't respect office hours, and a claim is the one moment your client actually tests your agency. The voice agent follows your intake script, routes emergencies to a live person immediately, and hands everything else off with a complete file. 99.97% uptime.
We build on top of what you already run — no rip-and-replace. Native integrations cover HubSpot, Salesforce, GoHighLevel, Zendesk, Slack, Twilio, and Stripe; where your AMS or a carrier portal has no native connector, we build an API bridge (+15% integration fee).
During the Diagnostic we map your full tool stack — AMS, rater, e-signature, phones — and design agents that slot into existing workflows. Security-first architecture on SOC 2-audited cloud infrastructure, no training on your data, NDAs and data processing agreements (DPAs) signed before engagement.
Custom Build engagements start at $8,000 build + $1,997/mo (minimum 3 services, 3-month minimum).
Answers every call 24/7, runs claims intake, qualifies quote requests, routes emergencies.
Scores every inbound request, routes to the right producer, flags hot commercial risks.
90/60/30-day renewal outreach, rate-increase alerts, remarketing triggers.
Extracts and validates data from dec pages, ACORD forms, loss runs; syncs to AMS/CRM.
Scans your book for coverage gaps (monoline auto without home, GL without cyber) and launches outreach.
Answers client and CSR questions from your actual policy documents and SOPs.
A CSR spending 12 hours a week on renewal chasing costs roughly $18,000/year in loaded labor — and still misses accounts. If automated renewal outreach saves those hours AND retains just four mid-size accounts a year at $2,000 average commission, that's $26,000 in year-one value. These are illustrative figures: the Diagnostic gives you this math for your actual book before you commit a dollar.
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Every service, priced by department.
See how a client runs on our AI agents.
Bring us your renewal list, your quote turnaround time, or your after-hours call log. Free 1-hour call — if it doesn't pencil out, we'll say so.
A free, no-pressure strategy call with our team.
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