Automation for insurance agencies
Less phone tag. More booked policys.
Quote leads shop several agencies at once. Renewals, claims questions and paperwork crowd out time for selling.
Built for insurance agencies
What a bot can take off your plate
- Quote lead first touchQuote leads get a fast first reply, so fewer shop elsewhere.
- Renewal remindersClients hear from you before renewal, so you keep the policy and spot cross-sell openings.
- Cross-sell campaignsAuto clients hear about home, umbrella or life coverage at sensible times.
- Document collectionMissing forms and signatures are requested and tracked automatically.
- Claims first-notice intakeClients reporting a claim get guided intake and next steps right away, so your staff isn't fielding panic calls.
- Certificate of insurance requestsBusiness clients can request COIs and get them drafted for your review fast.
- Life-event check-insNew home, new car or new baby triggers a check-in about coverage changes.
- Payment and lapse-risk remindersClients with missed premiums get reminders before a policy lapses.
- X-date follow-upProspects' renewal dates are tracked so you reach out at the right time.
Plus the everyday essentials
- Missed-call text-backMissed callers get a text and a quote link, so they don't call the next agency.
- Online quote and review bookingClients book coverage reviews and quote calls any hour.
- Review meeting remindersClients get reminders before their annual review.
- Google review requestsAfter a smooth claim or new policy, clients get a review ask.
- Lead capture from Google and adsQuote requests from ads and your site land in one place with a fast reply.
- Referral asksHappy clients are invited to refer friends and family.
- Inbox sortingCarrier, client and claim emails are sorted so urgent items rise to the top.
- Weekly book reportA short report covers new quotes, renewals coming up and policies at risk.
Every tool drafts and prepares. You approve anything that goes out.
Website that works for you
No website? We build one.
If you don't have a site, or yours doesn't bring in calls, we build a fast, mobile-friendly one with booking, quote requests and the bots above built in. It runs on the same low-cost setup we use ourselves, and it's in your name: your domain, your accounts. You own it. We hand you the keys.
Want us to keep it updated? An optional care plan covers changes and upkeep. Quoted after a short call.
Your first step
Free 30-minute Automation Blueprint call
- The bots that would save you the most time
- A rough plan for what to build first
- A quote after the call