Instant quote response
The first agency to reply is usually the one that gets to quote. Enquiries are answered in seconds, any hour, and qualified before an agent picks them up.
How it worksAI Automation for Miami Insurance Agencies
Insurance is a follow-up business. Most agencies do it once and stop.
In short
Insurance agencies automate the parts of the sales cycle that depend on persistence: responding to quote enquiries within seconds, gathering the basic information needed before an agent's time is spent, booking the call, following up on quotes that went quiet, and reminding clients ahead of renewal.
The Problem
What this industry loses enquiries to
These are the patterns we see repeatedly in insurance across Miami-Dade and Broward.
- Quote enquiries are shopped across several agencies at once.
- Agents spend time gathering basic information before they can quote.
- Quotes are sent and followed up once, if at all.
- Renewals approach with no proactive contact.
- Cross-sell opportunities in the existing book go untouched.
- Spanish-speaking clients are a large part of the market.
Workflow Example
A quote enquiry, worked to a decision
This is the sequence we build for this industry. Yours will differ in the details — that's what the audit is for.
- Enquiry arrivesWeb form, ad, referral or call
- Instant responseWithin seconds, in English or Spanish
- Basic details capturedCoverage type, current carrier, renewal date, situation
- Appointment bookedWith the right agent for that line of business
- Quote follow-upScheduled check-ins until you get a decision
- Renewal remindersProactive contact ahead of the renewal date
- CRM updatedEvery interaction recorded against the client
What We Build
The automations that matter most here
Usually in this order, because the first one tends to pay for the rest.
Pre-appointment information gathering
The routine questions are asked and recorded before the agent's call, so the conversation starts at the quote instead of at the basics.
How it worksQuote follow-up sequences
Structured, polite follow-up until the client decides — the single biggest source of recovered revenue in most agencies.
How it worksRenewal and cross-sell
Automatic contact ahead of renewals, and campaigns into the existing book for additional lines.
How it worksQuestions
Questions from insurance
Can it quote?
No. It gathers information and books the appointment. Quoting stays with your licensed agents, and the automation is configured not to state prices or coverage terms.
Can it handle compliance requirements?
It can capture consent and record interactions, which helps. Whether a given workflow meets your regulatory obligations is a question for your own compliance advisor — we build to your requirements rather than certifying them.
Does it work with agency management systems?
Many can be connected directly or through Zapier or Make. We check yours specifically during the audit.
Can it contact my existing book?
Yes, for renewals and cross-sell, provided you have a proper basis to contact them and opt-outs are respected.
Is it bilingual?
Yes, English and Spanish, on calls and in messages.
Solutions for insurance
Other industries
Let's look at your insurance workflow.
We'll identify missed opportunities, repetitive processes and follow-up gaps in your business, and show you where automation can make the biggest impact.