AI Customer Service Department
Handles 24/7 inquiries, routing, and reviews.
- Receptionist / front desk
- Customer success coordinator
- Reputation / review specialist
AI systems for life-insurance agencies that capture every quote request, qualify by age and health, book producer calls, and keep cases moving through underwriting — 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
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.
Handles 24/7 inquiries, routing, and reviews.
Turns project notes and files into structured estimates.
Captures, qualifies, follows up, and books leads.
Content creation, scheduling, community management, and social outreach.
$2,500/month per AI Department · All named agents included · 30-day launch + weekly optimization
Yes. The Sales Department pre-qualifies by age band, health profile, coverage amount, term vs. permanent, and beneficiary scenario before booking with a producer.
Yes. We integrate with iPipeline, Winflex, AgencyBloc, Salesforce Financial Services, and most life-insurance back ends.
Yes. The Customer Service Department runs touches across weeks of underwriting, exam scheduling, and policy delivery so cases don't go cold.
Most life agencies and IMOs launch in 4–8 weeks.
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.