Your agency pays for auto, home, and life quote leads every month, then loses them because a producer was busy servicing a renewal when the request came in.
Book a CallWe build an AI sales agent that replies to quote requests within minutes, at any hour, gathers the details a producer needs, and passes a ready prospect to the right licensed team member.
An independent agency can spend thousands a month on shared and exclusive quote leads from EverQuote, QuoteWizard, SmartFinancial, and its own website, then convert only a slice of them. The shortfall usually is not the lead source.
It is the minutes after the form is submitted. The prospect fills out a request for auto or home coverage, three carriers ping them at once, and the first agency to reply with a real person tends to win the account.
Your producers cannot watch the inbox while they are servicing a renewal or on a call with a carrier underwriter, so requests sit. An AI sales agent shortens that delay.
It replies to each quote request within minutes, collects the risk details a producer would ask for, and books a licensed team member’s calendar before the shopper binds elsewhere.
Insurance shoppers rarely wait. A person requesting an auto quote at lunchtime is often comparing four agencies by dinner, and the ones that answered first are already writing the policy.
When a lead vendor invoice hits, you paid for every one of those requests whether a producer reached them or not. Aged leads get one stale follow-up, warm prospects slip to a captive competitor, and monoline accounts that could have been rounded into a bundle never get the second conversation.
Renewals compound the problem: an x-date passes unworked, the client re-shops on their own, and an account you spent years servicing walks out the door quietly. Without a steady way of answering requests and renewal questions, your cost per bound policy keeps climbing.
A system built around how agencies actually take in quote requests, answer renewal questions, and book producer appointments, across personal and commercial lines.
The agent replies to quote requests that arrive by web form, email, or text, including notification emails from EverQuote, QuoteWizard, SmartFinancial,
And carrier referral forms, within minutes, at any hour, so a shopper hears from your agency while the other carriers are still reaching them.
It sorts each request into auto, home, life, health, or commercial, gathers the underlying details a producer needs such as vehicles,
Drivers, property age, prior carrier, and coverage in force, then passes the full thread to the producer so the producer opens the appointment already briefed.
When a client emails or texts about an upcoming renewal, the agent replies within minutes, asks whether anything changed, and books a review on the producer’s calendar. Follow-ups run if the client goes quiet, so your team has a fair chance to keep the account.
When a client or shopper asks about bundling auto with home or adding a life or umbrella policy, the agent asks the few questions in your facts file,
And books the producer conversation on the right calendar so a single line can become a multiline account.
It books each appointment on the right producer’s calendar, and your team can read every thread, so account managers and producers know what was said, whichever agency management system they keep their records in.
A weekly report shows quote requests received, answered, booked, and handed to a person, so principals can see how many requests came in and what happened to each.
When quote requests get a reply within minutes, in your agency’s tone, and reach a licensed producer with the full thread attached, the leads your agency already pays for get a fair chance to become bound policies.
Producers stop chasing cold forms and spend their time quoting and closing, account managers see fewer renewal questions sitting in the inbox, and principals get a weekly report of what came in, what was answered, and what was booked.
A raw quote lead is rarely ready for a producer. An auto request needs vehicles, drivers, VINs, prior carrier, and current limits before anyone can rate it. A home request needs the property age, roof, construction, and prior claims. A commercial request needs the class of business, payroll or revenue, and the coverages the operation actually carries. Chasing that detail through back-and-forth messages is where hours disappear and where warm prospects cool off.
The agent runs that intake conversation within minutes of a request landing, adapting its questions to the line of business the shopper asked about, as set out in your facts file. It confirms what coverage is in force, when the current policy renews, and how soon the prospect wants to move, then hands the producer the full thread. A person shopping to save fifteen dollars looks different from a homeowner whose carrier just non-renewed them, so your producers can spend their quoting time where it converts.
Most agencies pour effort into new quote requests and let the existing book coast, which is backwards when retention is cheaper than acquisition. When a client emails, texts, or uses your web form about a renewal, the agent replies within minutes, asks whether anything about the risk changed, and books a review on the producer’s calendar before the client starts shopping on their own. Questions about premium changes, cancellation, or coverage go to a licensed person on your team with the full thread while there is still time to save the account.
The same system helps the book you already own. When an existing client asks about bundling auto with home or adding an umbrella or life policy, the agent asks the few questions in your facts file and books the producer discussion on the calendar. Every conversation stays in a thread your team can read, so a producer sees the full picture rather than a single policy in isolation.
In insurance the shopper is almost always comparing several agencies at once, so reply speed decides more than any script. The agent replies to quote requests that arrive by web form, email, or text, including the notification emails EverQuote, QuoteWizard, SmartFinancial, and carrier referrals send to your inbox, within minutes, at any hour, and keeps the whole conversation in one thread whichever channel the prospect prefers.
Replies only help if your team can see them, so every thread is readable by your staff and appointments land on the right producer’s calendar. Because each request and renewal question is handled the same way and recorded in the thread, a weekly report gives principals an honest read on the numbers that actually run an agency.
Selling insurance is a licensed activity, and the agent is built to respect that line without exception. It gathers information, answers general questions about your agency and process, follows up, and books the appointment. It does not quote a premium, recommend limits or coverages, bind or alter coverage, or make any representation that a licensed producer must make. The moment a conversation reaches those topics, it hands off to a named licensed person on your team with the full thread, and the sender gets one short holding message.
Email and text enquiries to insurance prospects raise opt-out questions, and state licensing and unfair-trade-practice standards govern how coverage is discussed. We do not act as your attorneys and we do not promise legal outcomes, but we build the agent so your agency can follow the rules your compliance team and counsel set: a reply of STOP is recorded and nothing more is sent, the agent says it is an AI by default, plain language steers coverage decisions to a licensed producer, and the first week is draft-first, so every reply waits for your approval before anything goes live.
We are engineers who ship production systems for real quote volume, not scripted demos.
We understand how an independent agency runs its lead intake, the vendors it buys from, the carriers it represents, and the agency management system its staff live in, and we build an agent that holds up when personal and commercial requests arrive together all day.
The agent handles auto, home, life, and health intake alongside commercial requests, asking the questions in your facts file for each line so a producer opens the appointment briefed.
Appointments land on your producers’ calendars and your team can read every thread, so producers keep working the book they already trust and nothing hides in a separate tool.
Renewal and bundling questions from existing clients get the same fast reply as new quote requests, so the agent supports the book you already have while it answers new requests.
The agent gathers information, follows up, and books. It never quotes a premium, binds coverage, or gives coverage advice, and it hands off to a licensed producer the moment a decision belongs to a human.
Our marketing operations are automated end to end. We brief the outcome and the workflow handles the rest.
They built the automation around how we actually work rather than making us change to fit a tool.
They automated the process work that was quietly eating our week. It runs now without anyone thinking about it, which is the only real test.
Book a call and we will map how quote requests and renewals move through your agency today, where they leak, and the AI sales agent we would build to answer them.
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