Industry
AI for insurance agencies: renewals, quotes and claims on time
An AI assistant looks after the office when you are busy or closed: it collects quote requests, logs claims and reminds every client before their renewal. Your team spends its time advising.
Free, no-pressure first call. Zero tech-speak.
Renewals slip away quietly
In an insurance office, every client who doesn't renew is business walking out the door. Often it isn't about price: nobody called before the policy expired and someone else got there first.
Meanwhile the phone never stops: a car quote, a bank detail change, a home claim. With one or two people in the office, calls go unanswered and paperwork piles up.
Automating reminders and first contact doesn't replace the broker: it takes away the repetitive work so they have time to sell and advise.
What we set up in your office
Automatic renewal reminders
Every expiring policy triggers its reminder in time, with the option to review it. If documents are missing, the client is told what is needed and sends it in the same chat.
The office answered 24 hours
It collects quote requests (what they want to insure, whether they already have cover and when it ends), policy changes and claims, and writes everything down for you.
Your book of business in one place
Clients, policies, expiry dates and pending requests in order, so every morning you know who to call first.
What your clients receive
Examples of automatic WhatsApp messages. Names and details are made up; the wording is adapted to your business and only goes to customers who have opted in.
Renewal coming up
Hi Teresa, your home insurance renews on 1 December. If you would like to review it first, reply to this message and we will call you.
Missing documents
Hi Miguel, to continue with your car insurance we need a photo of the vehicle registration. You can send it by replying to this message.
Claim received
Hi Rosa, we have received notice of the claim on your home. Your agent will call you today to help with the paperwork.
How we start in your office
Diagnosis
We look at how you track expiry dates today, which calls are missed and what software you use for your book of business.
Rules and script
We define with you what the assistant collects, what it never says and when it hands the call to a person.
Real tests
We test quotes, changes and claims with your office's cases before going live with clients.
Live and measured
Every month you see the calls answered, the renewals flagged and the requests closed.
What it costs
It depends on the size of your book, the reminders you want to switch on and whether it has to connect to your management software. There is a one-off setup fee and a monthly fee with maintenance included.
After the diagnosis we give you a fixed proposal. A single renewal that isn't lost can outweigh several months of the fee.
Questions from insurance agencies
Does the AI advise on or recommend insurance?
No. It only collects the request and the details; advice and policy recommendations always come from your team, as insurance distribution rules require.
What does it do if someone calls about an accident?
If anyone is hurt or in danger, it tells them to call 112; for roadside or home assistance, the number on their policy. Then it logs what happened so the office can help with the claim.
Does it work for tied agents and insurer branches?
Yes. It adapts to how your office works and to the software your insurer lets you use; if something can't be connected, we find out in the diagnosis.
How is my clients' data protected?
We collect only what is needed, under a GDPR data processing agreement, and WhatsApp messages only go to clients who have opted in.
Will clients know it is an AI?
Yes: it introduces itself as a virtual assistant and, if the client prefers their agent, it leaves a message or transfers the call.
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Tell us what’s slipping through the cracks and we’ll show you how much you can win back.
A 30-minute call, no pressure and no jargon. You’ll walk away with a clear picture of where your savings are.
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