Write More Business.
Lose Fewer Renewals.
The Insurance Agent handles quote follow-up, renewal outreach, claims communication, and client management so your producers stay focused on selling.
Insurance Intelligence
The Best Agencies Win on Follow-Up. Not Just Price.
Renewals slip through because outreach starts too late. Quotes go cold because follow-up falls off after two attempts. Claims clients call constantly because nobody updated them.
The Insurance Agent handles all of it automatically — renewal sequences, quote follow-up, claims updates, certificate requests — so your producers stay in front of buyers instead of behind on admin.
What It Does
A Dedicated AI Agent for Insurance Agencies
Custom-configured for your book of business. Connected to your AMS. Running from day one.
Quote Follow-Up
AI follows up with prospects after quotes are sent, answers common questions, and keeps your pipeline moving without chasing every lead manually.
Renewal Automation
Automated renewal outreach sequences start 90 days out, ensure every client is contacted on time, and escalate non-responders to your team.
Claims Communication
Automated status update outreach to clients in open claims — reducing inbound calls and keeping clients informed throughout the process.
New Business Qualification
Prospects qualified, applications started, and follow-up sequenced automatically so your producers spend time with buyers, not chasers.
Certificate Management
Certificate of insurance requests logged, processed, and delivered without backing up your service team.
Cross-Sell Outreach
Identifies policy gaps in existing accounts and initiates cross-sell conversations at the right time — automatically.
The Process
From Consultation to Running in 2 Weeks
Day 1
We Configure Your Agent
We map your book of business, connect your AMS and communication tools, and configure the agent for your agency's workflow. No IT team required.
Week 1
Your Agent Goes to Work
Quote follow-ups go out automatically. Renewal sequences start running. Claims clients get status updates without your team making calls. You review, approve, move.
Month 1+
It Gets Smarter Over Time
The agent learns your carrier mix, your client communication style, and your retention patterns. Most agencies see measurable improvement in renewal retention within the first month.
Client Results
What Insurance Professionals Say After 30 Days
Agencies across the country are retaining more clients and writing more new business.
P&C
“We were losing renewals not because of price but because nobody followed up in time. The Insurance Agent now flags every policy 90 days out, drafts the outreach, and makes sure my producers actually send it. Retention is up and I stopped micromanaging the process.”
Principal, Independent Insurance Agency
Regional P&C agency, 12 producers, Southeast
Commercial Lines
“Commercial renewals have 30-page submissions and six-week timelines. The agent tracks every renewal 120 days out, initiates the data gathering, and follows up with clients when we need information. Nothing slips anymore.”
Commercial Lines Manager
Mid-market commercial agency, Northeast
Health & Benefits
“Open enrollment is a 90-day sprint and we have 200 employer groups. The agent manages the entire communication calendar — reminders, enrollment confirmations, deadline alerts. My team handled twice the volume without adding staff.”
Benefits Agency Principal
Group health and benefits, 200 employer groups
Life
“Life insurance sales run on follow-up. Most agents follow up twice and give up. The agent follows up twelve times over six weeks without anyone having to track it. My close rate on term applications went up 30%.”
Life Insurance Agent
Independent producer, Long Island
Claims
“During CAT season, clients would call us 10 times asking about their claim status. The agent now sends proactive updates at every milestone. Inbound calls dropped by half and client satisfaction went up.”
Claims Manager
Regional carrier, Southeast
Agency Owner
“I have 8 producers and nobody was consistent on follow-up. The agent runs a follow-up sequence on every quote, every prospect, every renewal. My whole agency is consistent now. Revenue is up 22% year over year.”
Agency Owner
Multi-line independent agency, 8 producers
Representative client experiences. Identifying details withheld at client request.
Investment
Built for Agencies That Are Done Losing Renewals to Slow Outreach
Every Insurance Agent deployment is custom-scoped to your agency. Pricing is discussed during your consultation based on your book size, AMS, and producer workflow.
Schedule Your ConsultationFAQ
Frequently Asked Questions
What agency management systems does the Insurance Agent connect to?
We connect to Applied Epic, Hawksoft, AMS360, EZLynx, and most major AMS platforms. We also work with spreadsheet-based systems. Every engagement is scoped individually.
How does it handle renewal outreach?
The agent identifies policies approaching renewal, initiates outreach at your configured lead time (typically 90 days), follows up on non-responses, and escalates to your producers when a decision is needed.
Will it replace my service team?
No. It handles the first-touch communication, follow-up sequences, and status updates. Your team handles coverage decisions, complex questions, and relationship conversations.
Is client data secure?
Yes. We connect using least-privilege API credentials and your data does not pass through servers we do not control. All connections are encrypted.
How long does it take to get up and running?
Most agencies are live within two weeks. The first session is a 90-minute onboarding call. We handle all configuration, integration, and testing.
What does it cost?
Every engagement is custom-scoped based on your book of business, AMS, and workflow. Pricing is discussed during your consultation.
Ready to Meet Your AI Insurance Agent?
Schedule a 30-minute consultation. We will show you exactly how The Insurance Agent would be configured for your agency.
Schedule Your Consultation