3 agents
AI Customer Service Department
Handles 24/7 inquiries, routing, and reviews.
- Receptionist / front desk
- Customer success coordinator
- Reputation / review specialist
Built for local service businesses
For Insurance AgenciesAI Systems For Insurance Agencies.
Independent and captive agencies that capture every quote request, qualify leads instantly, book policy reviews, and recover renewals — automatically, 24/7.
Automate repetitive workflows and support your existing team — without adding headcount.
Avg AI reply time: 38sServing USA & Canada$2,500/month per department
Industries We Cover
Built for Insurance Agencies.
Whether you write personal lines, commercial accounts, or both — we deploy a custom-trained AI operations team for your carriers, appetite, and tone.
Recommended AI Departments
The AI departments that fit Insurance Agencies.
Pick the departments that match your workflow — Customer Service, Estimating, Sales, and Social Media. $2,500/month per department. All named AI agents are included.
1 agents
AI Estimating Department
Turns project notes and files into structured estimates.
- Estimator (junior)
- Project coordinator
- Proposal writer
4 agents
AI Sales Department
Captures, qualifies, follows up, and books leads.
- Lead-gen specialist
- SDR / outbound rep
- Appointment setter
5 agents
AI Social Media Department
Content creation, scheduling, community management, and social outreach.
- Social media manager
- Content creator
- Community manager
Example Workflows
How an AI department actually works.
- ProblemMissed call
- AI agent texts back within 60 seconds
- Customer gets a next step
- ProblemUnbooked estimate
- AI follows up over 14 days
- Estimate gets booked
- ProblemRepetitive question
- AI answers instantly, 24/7
- Team focuses on revenue work
$2,500/month per AI Department · All named agents included · 30-day launch + weekly optimization
The ROI
See your monthly operational value in 60 seconds.
Questions owners ask.
Independent and captive agencies writing personal lines (auto, home), commercial lines (business insurance), and life/health. Each gets a system trained on your carriers, appetite, and quoting flow.
Yes. We integrate with common agency management systems (Applied EZLynx, HawkSoft, AMS360, QQCatalyst, etc.), comparative raters, and your CRM — leads route straight in with full context.
Yes. The Sales Department pre-qualifies by line of business, vehicle/home/business profile, ZIP, and current carrier so producers only get bindable opportunities.
Yes. The Customer Service Department reaches out at 60/30/15-day renewal windows and surfaces cross-sell and bundle opportunities (auto + home, BOP add-ons) automatically.
Most agencies launch in 4–8 weeks. We start with a 20-min strategy call and build in parallel.
Each AI Department is a flat $2,500/month and includes all of its named AI agents. Pick 1–4 departments — your monthly total is simply the number of departments × $2,500. 30-day setup and launch, then weekly optimization to improve performance and traction.