Finance

Quote, renew and support your policyholders without living on the phone

Your AI agents help anyone looking for auto, health, life or property insurance on WhatsApp, social media, web chat, phone and email. They gather the details needed to quote, book time with you, send payment and renewal reminders, and guide policyholders through the first steps of a claim.

I want an AI agency for my insurance business See plans

Insurance agents and agencies● Online

Simulated sample conversation. Not a real customer.

What eats your time today

To quote, you have to ask for the same details over and over by message, and the prospect goes cold in the meantime.
Renewals and installment payments slip through the cracks, and the policy lapses or the client moves to another agent.
When a policyholder has an accident or gets sick, they call at any hour and you can't always pick up.
You have clients with just one line of coverage whom you never offer anything else.
Following up on quotes you've sent never gets past good intentions.

Your AI agents

AI Receptionist

Replies within seconds, explains the lines of insurance you offer and makes clear it's an automated assistant that doesn't issue or change policies.

Quote Assistant

Collects the details each carrier requires (vehicle, age, coverage amount, ZIP code) and hands them to you organized and ready to quote.

Renewals Agent

Gives advance notice before expiration, offers a coverage review with you and follows up until the client decides.

Friendly Collections Agent

Reminds clients of installment payments before the due date, shares the approved payment method and warns when the grace period is about to end.

Claims Assistant

When a claim happens, shares the carrier's hotline numbers, collects basic details and photos, and alerts you immediately so you can support the case.

Your customer journey, automated

Pick a stage to see what the AI does.

Lead capture

The prospect asks about insurance from social media, Google or a referral; the AI replies and records the line of coverage they want.

Qualification

Gathers the details needed to quote and spots urgency, like a newly purchased car or a policy about to expire.

Appointment

Books a call or meeting with you to present the quote and answer coverage questions.

Service

Requests documents for issuance, reminds about signatures and confirms when the policy is in force.

Follow-up

Sends payment reminders, walks policyholders through the first steps of a claim and keeps you informed on every case.

Loyalty

Handles renewals well in advance, offers complementary coverage and asks for referrals.

Included automations

Conversational quote form by line of coverage, delivering organized details to the agent.
Follow-up on sent quotes at 24 hours, 3 days and 7 days.
Renewal notice 30, 15 and 5 days before expiration with an offer to review coverage.
Installment payment reminders before the due date and a notice when the grace period is ending.
Claims protocol: carrier hotline numbers, basic details, photos and an instant alert to the agent.
Document request for policy issuance with reminders until complete.
Cross-sell campaign for single-line clients, using messages the agent approves.
Birthday greetings and referral requests to clients with active policies.

Data saved in your CRM

Line of interest or active policies (auto, health, life, property)
Insurance carrier and policy number
Expiration date and payment method
Quote status (gathering details, sent, deciding, issued)
Open claims and their reported status
Lead source and referrals

Compliance and AI limits

The AI does not issue, change or cancel policies, nor confirm coverage or claim payouts; the agent handles that with the carrier.
Insurance advice and sales are carried out by an agent with a valid license authorized by the CNSF (Mexico's insurance regulator); the AI only gathers details and books meetings.
If anyone is injured, the AI tells the policyholder to call 911 and the carrier's hotline before anything else.
Personal data, including health data for medical coverage, is handled under Mexico's LFPDPPP data protection law with a privacy notice and only what's necessary; criteria are reviewed with your legal advisor.
Payment reminders are informative and respectful, with no pressure or cancellation threats beyond what the policy actually states.

Integrations

Carrier quoting tools and portals via export or custom integration
Google or Outlook Calendar
Document and claim photo uploads
Email and WhatsApp Business
Book-of-business and renewal spreadsheets

What we measure

First response time
Quotes requested, sent and issued
Renewals handled on time
Installment payments reminded and paid on time
Claims handled and time to alert the agent

Frequently asked questions

Can the AI quote on its own?

It collects all the details and hands them to you ready to go. If you have rates or quoting tools integrated, it can share ranges you approve; the formal quote and issuance are always yours.

What does it do if a policyholder has a crash at 2 a.m.?

It gives them their carrier's hotline number, tells them to call 911 if anyone is hurt, collects basic details and photos, and leaves you an alert so you can support the case.

Can it track renewals for my entire book of business?

Yes. With the expiration date in the CRM, it sends advance notices and follows up until the client decides.

Does it work if I sell for several carriers?

Yes. Each policy stores its carrier, and the AI uses the contact details and processes that apply to each one.

What about health data for medical coverage?

Only what's needed to quote is requested, it's handled under your privacy notice, and you discuss medical details directly with the client.

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