AI for insurance agencies: Every quote request answered.
Answer every call, collect quote details, remind clients before renewals and cross-sell the coverage they're missing.
Book a free call · Call our AI front desk: (831) 574-6373
How to use AI as an insurance agency
- Answer every call. An AI front desk picks up when you can't, answers questions about your services, prices and hours, takes the details and books the quote call.
- Collect quote details. A short intake that gathers what you need before you quote.
- Remind before renewals. Clients hear from you before their policy renews.
- Spot coverage gaps. A review of each book of business that flags clients who might need more coverage.
- Ask for referrals. Happy clients get a referral ask at the right moment.
What we build for insurance agencies
- Voice agent. Answers calls, books appointments and takes messages.
- Intake form. A short branded form that shows how a lead works before you pitch.
- CRM autopilot. Keeps every contact and deal up to date without manual entry.
- Outreach engine. Writes personal first emails and follow-ups, sends in batches, logs it all.
- Review collector. Asks happy customers for reviews and testimonials at the right time.
Pricing
- Hotline: $349 per month, plus $500 setup per line. The AI front desk. Answers every call, takes the details, books into your calendar.
- Workflow sprint: $1,500 one time. One workflow built on your tools, documented, and live in a week.
- Core: $2,500 per month. Claude Team set up as your operating system, plus a few workflows, maintained and improved.
- Growth engine: $5,000 per month. Leads, outreach, content and reporting running every week.
- Full stack: From $7,500 per month. Ops, growth and product together, including full builds.
Questions
Do I need to be technical?
No. We set everything up in your own accounts, connect the tools you already use, and train your team. You approve anything that goes to a customer.
What does it cost?
A single workflow is $1,500 one time. The AI front desk is $349 a month plus $500 setup per line. Ongoing plans start at $2,500 a month. The full price list is on this page.
How fast is it live?
The first workflow is usually running within a week of the plan being approved.
Which AI do you use?
Usually Claude, set up for your whole team. We also work with ChatGPT and open-source models when they fit better.
Will it send things without me?
Only what you approve. Most workflows draft for your review. Anything automatic follows rules you set.