For insurance agencies · Minnesota-based, US-wide
Start quotes faster than the agency down the street.
Your AI agent responds to quote requests instantly, gathers the details your agents need and books a call with a licensed agent.
- ✓Responds to quote requests in seconds
- ✓Collects the details your licensed agents need
- ✓Books follow-up calls and updates your management system
CONNECTS TO THE TOOLS YOU ALREADY USE
- HubSpot
- Zendesk
- Shopify
- QuickBooks
- Google Calendar
- Gmail
- Calendly
- Airtable
- Intercom
- Notion
- Stripe
- Zapier
- Make
- n8n
SEE IT IN ACTION
A real agency request, handled start to finish.
BEHIND THE SCENES
- 1Opened a home & auto bundle request
- 2Created the prospect in your agency system
- 3Assigned to a licensed agent
- 4Scheduled the follow-up call
Quote file ready for a licensed agent before the prospect shops around.
THE WORKFLOW, DRAWN
Every step your agent takes, in your tools.
Quote request → ready-to-quote file
Running live01 · TRIGGERS
- Quote requestWebsite form
- Text inquirySMS
- Missed callText-back
02 · AGENT REASONING
- 1Identify coverage needed
- 2Collect required details
- 3Check for existing client
- 4Route to a licensed agent
Guardrails on · human handoff ready
03 · ACTIONS IN YOUR TOOLS
- Create prospectAgency system
- Prepare quote fileFor agent review
- Book callbackAgent calendar
- Send next stepsEmail
- Details collected in
- 2 min
- Fields captured
- 14
- Agent minutes saved
- 15
CALCULATOR
What are slow quote responses costing you?
Revenue walking away every month
$7,875
- Per year
- $94,500
- Customers lost per month
- 13
Estimate only. Assumes missed leads would close at your usual rate if answered right away.
HOW IT WORKS
- 01
Free 30-minute call
We learn how your business runs and where leads or hours slip through the cracks.
- 02
Your automation plan
You get a drawn-out workflow, expected time saved and a fixed-price quote. Yours to keep.
- 03
We build & run it
If you go ahead, your agent is live in weeks, and we monitor and improve it every month.
Your free plan includes
- ✓A diagram of one workflow an AI agent can take over
- ✓Estimated hours and leads recovered each month
- ✓Which of your tools it connects to
- ✓A timeline and fixed-price quote. No surprises
Questions, answered.
Does the AI quote or bind policies?+
No. It gathers information and books time with your licensed agents, who quote and bind. That keeps you compliant with licensing rules.
Can it handle service requests too?+
Yes. Certificates of insurance, ID cards, payment questions and policy changes can be handled or routed automatically.
Which agency management systems do you support?+
We connect to most agency management and CRM platforms with an API. We'll confirm yours on the free call.
Is the plan really free?+
Yes. The call and the written plan are free with no obligation. Most businesses use it to decide whether automation is worth it, and many keep it whether or not they work with us.
Do I need technical knowledge?+
No. We handle the design, build, integrations and ongoing management. You tell us how your business works; we do the rest.
What if a customer needs a real person?+
The agent hands the conversation to your team instantly, with a full summary, so nobody has to repeat themselves.