🛡️ Built for insurance agencies
An AI agent that follows up on every quote, books the call when they're ready, runs renewal outreach, and cross-sells the products you bind — across auto, home, life, and commercial.
Agency Follow-Up Agent
Online · 89 quotes nurtured this week
— Bind appointment booked in 41 seconds —
The agency's reality
If your producers spend more time chasing follow-ups than binding policies — that's commission you're leaving on the carrier's desk.
You quoted them Monday. They got 3 other quotes by Friday. You meant to follow up — but you were busy binding the policies that came in faster. Now they're bound somewhere else.
Renewal notice goes out 60 days before expiration. They never open it. You never call. They get a $30/mo lower offer from a captive agent — and your book of business gets thinner every quarter.
You bound their auto in March. They bought a house in October. The carrier emails them about home insurance — and someone else writes the bundle. You lost the policy and the loyalty.
The process
No SOWs. No 6-week onboardings. No surprise invoices.
DAY 0
We map your call volume, after-hours pain, dispatch flow, and pricing. Define exactly what your agent says.
DAYS 1–4
Custom code, your phone number, your pricing. You walk through every response before it goes live.
DAY 5
Every emergency call gets answered. Booked jobs hit your calendar. Weekly report shows revenue captured.
Producers focus on closing. The agent handles every touch in between.
REAL RESULT
"Our quote-to-bind ratio jumped 34%. Producers stopped chasing follow-ups and the agent just handed them warm appointments."
— Independent agency pilot, Jackson MS metro
Limited slots — May 2026
30-min call. We map your producer workflow. If it's a fit, we deploy in 5 days. If not, you walk away with a free playbook.
Book My Free 30-Min Call →No commitment · No prep needed · Built in Jackson, MS
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