Automate Your
Insurance Agency
with AI
We build practical AI + automation workflows so your team spends less time on manual work and more time with clients.
Your Team is Drowning in Manual Work
Every hour spent on repetitive tasks is an hour not spent growing your business.
Leads slipping through the cracks
Your team manually sorts through unqualified leads, wasting valuable time.
Renewals handled in messy spreadsheets
Without automation, renewal opportunities are lost to competitors.
Too many systems, no automation
Manual processes slow down response times and hurt satisfaction.
AI Automation Built for Insurance Agencies
Practical workflows that handle repetitive tasks—automatically, accurately, 24/7.
Instant Lead Qualification
New leads are captured, enriched and routed to the right producer automatically.
24/7 Automated Responses
Simple AI replies confirm receipt, answer routine questions and book meetings.
Smart Renewal Management
Automated reminders and outreach ensure zero policy renewals are missed.
Real-Time Analytics
Dashboard insights show exactly where automation is saving you time and money.
Getting Started is Simple
Three steps from manual chaos to automated efficiency.
Apply (Tally Form)
Tell us about your agency, tools and main bottlenecks.
Plan
We choose 1–2 high-impact workflows and design them together.
Build & Launch
We implement, test and go live in about 14 days.
Insurance Automation Starter Pack
Get 2 high-impact automations live in 14 days: one for new leads, one for renewals.
What's Included:
Deep-dive Tally form so we understand your tools and bottlenecks
30-min kickoff call to finalize the 2 workflows
Design + build of:
- Lead Intake + Instant Reply + Producer Alert
- Renewal Reminder Engine (30/60-day reminders + internal tasks)
Connection to your existing tools (e.g. forms, email, Sheets, CRM)
Testing + training Loom video
30 days of monitoring and small tweaks
🎄 For first 3 agencies only - Christmas Special
Need Something Bigger?
Talk to us about a custom project tailored to your specific needs.
No Setup Fees
Start immediately with zero upfront costs
2-Week Implementation
Fast deployment, immediate results
24/7 AI Support
Always-on automation support team
Proven Automation
Workflows
Here are examples of the exact workflows we build. On our first call we pick 1–2 to start with.
Sample numbers shown for illustration purposes only. Actual results vary by agency.
Lead Enrichment Engine
AI-powered lead scoring with real-time data enrichment
Proposal Generator AI
Instant custom insurance proposals with AI
Multi-Channel Outreach Bot
Automated email + LinkedIn sequences with AI personalization
What agencies like yours could achieve with automation
Example scenarios showing potential outcomes
"Reduced claims processing from 2 weeks to 48 hours. Our team can now focus on complex cases while AI handles routine work."
"Increased lead conversion by 3X while cutting operational costs. Automation helps us compete with larger agencies."
"24/7 automation handles routine policy updates without errors. Our client satisfaction scores improved significantly."
Example scenarios for illustration – not real client names (yet).
Ready to Automate Your Agency?
Apply for a Christmas Automation Starter Pack and we'll reply within 24 hours.