The Insurance Broker's Lead Race
Insurance is competitive — a person requesting a quote usually contacts multiple brokers. The first to respond with a competitive quote usually wins. An AI agent ensures you respond in seconds, not hours.
What an AI Agent Does for Insurance Brokers
- Captures quote requests instantly on WhatsApp, phone, and web
- Collects the information needed for a quote
- Answers common policy and coverage questions
- Books a call with the right broker based on the product
- Sends automated renewal reminders to existing clients
- Follows up on quotes that haven't been taken up
Automating Renewals
Renewals are the lifeblood of an insurance broker, but they're easy to let slip. The AI sends automated renewal reminders 30, 14, and 7 days before expiry, and follows up with clients who haven't responded — protecting your recurring commission.
Quote Follow-Up
Many quotes go cold not because the client chose a competitor, but because no one followed up. The AI automatically follows up on outstanding quotes at set intervals, dramatically improving your close rate without adding to your workload.