Automation for insurance agencies
Insurance Agency automation: less phone tag, more booked policies.
Quote leads shop several agencies at once. Renewals, claims questions and paperwork crowd out time for selling.
Built for insurance agencies
What a bot can take off your plate
- Quote lead first touchQuote leads get a fast first reply, so fewer shop elsewhere.
- Renewal remindersClients hear from you before renewal, so you keep the policy and spot cross-sell openings.
- Cross-sell campaignsAuto clients hear about home, umbrella or life coverage at sensible times.
- Document collectionMissing forms and signatures are requested and tracked automatically.
- Claims first-notice intakeClients reporting a claim get guided intake and next steps right away, so your staff isn't fielding panic calls.
- Certificate of insurance requestsBusiness clients can request COIs and get them drafted for your review fast.
- Life-event check-insNew home, new car or new baby triggers a check-in about coverage changes.
- Payment and lapse-risk remindersClients with missed premiums get reminders before a policy lapses.
- X-date follow-upProspects' renewal dates are tracked so you reach out at the right time.
- Policy review schedulingClients are booked into annual coverage reviews automatically, ahead of their renewal date.
- Carrier rate change alertsWhen a carrier raises rates, affected clients are flagged for a re-quote before they shop elsewhere.
- Proof of insurance and ID card deliveryClients can request ID cards or proof of insurance by text and get them fast.
- Commercial audit prep remindersBusiness clients get reminders and checklists ahead of their premium audits.
Plus the everyday essentials
- Missed-call text-backMissed callers get a text and a quote link, so they don't call the next agency.
- Online quote and review bookingClients book coverage reviews and quote calls any hour.
- Review meeting remindersClients get reminders before their annual review.
- Google review requestsAfter a claim is settled or a new policy starts, clients get a review ask.
- Lead capture from Google and adsQuote requests from ads and your site land in one place with a fast reply.
- Referral asksHappy clients are invited to refer friends and family.
- Inbox sortingCarrier, client and claim emails are sorted so urgent items rise to the top.
- Weekly book reportA short report covers new quotes, renewals coming up and policies at risk.
You approve every message before it goes live. Automatic texts only use templates you signed off on, and one-off replies wait for your OK.
Try it · Interactive demo
See it work for a business like yours
What this saves you: Quote leads get a fast first touch so fewer shop elsewhere.
Sample demo for an example company. Sample ranges are not Blueprint Pilot pricing; your own price book is used. In this demo, booking links open our free 30-minute Automation Blueprint call.
The starter package
Missed-call text-back plus review requests. Every missed caller gets an instant text with your booking link, and every customer gets a well-timed review ask after the job. Set up in 7 days or less once we have your info. Texting turns on after carrier (10DLC) approval. The care plan is optional.
Missed-revenue calculator
What are missed calls costing your insurance agency business?
Plug in your own numbers. It's a rough estimate, not a promise.
From the customer’s side
“I’m a real estate investor and I call a lot of businesses. If I call and nobody answers, I’m onto the next call. But if I know the company will call me back, or their website makes the service and price look outstanding, I’ll wait for their call.”
Picking up is always best. When you can’t, an instant text-back is the backup that keeps that caller from moving on.
Premium option
Want your own AI team?
Beyond the automations above, we can set up a full team of AI bots for your business: a coordinator bot plus specialists for ads, social, reviews, inbox, books and booking. It runs in your own Grok Bot team, which you own, and we set it up and keep it tuned on a care plan.
Sound familiar?
Common problems for insurance agencies
- Drivers and homeowners shopping quotes online
- Renewal reminders that get missed
- Claim questions after storms and accidents
- Paperwork requests that clog the phone line
- Cross-sell chances that never get mentioned
Nationwide
Insurance agencies near you
We set up automations for insurance agencies anywhere in the U.S. Setup is done remotely, so your location doesn’t matter. We’re based in the Phoenix area, and these local pages show how it looks for insurance agencies in one market: Phoenix · Mesa · Chandler · Scottsdale · Gilbert · Tempe · Glendale · Peoria.
See all locations.
Watch it happen
We build your site, then switch on the automations
First the website goes up, on desktop and phone. Then the bots connect: new leads get an instant text, bookings land on your calendar, review requests go out and you get notified.
Website builds include your first year of hosting, your domain and business email (forwarding or a basic mailbox). After year one, they roll into your monthly care plan. Your domain is registered in your name, so you own it. Google Workspace mailboxes are available as an add-on.
Already have a site? Keep it. We add a chat assistant, a sticky Book now button, missed-call text-back, lead routing to your phone and review requests on top of what you have.
Sample companies for illustration only.
Website that works for you
No website? We build one.
If you don't have a site, or yours doesn't bring in calls, we build a fast, mobile-friendly one with booking, quote requests and the bots above built in. It runs on the same low-cost setup we use ourselves, and it's in your name: your domain, your accounts. You own it. We hand you the keys.
Your first year of hosting, your domain and business email (forwarding or a basic mailbox) are included with the build. After year one, they roll into your monthly care plan, which also covers changes and upkeep. Google Workspace mailboxes are available as an add-on. Quoted after a short call.
Your first step
Free 30-minute Automation Blueprint call
- The bots that would save you the most time
- A rough plan for what to build first
- A quote after the call