Live today
Intake Agent
The moment someone asks for a quote, they get a real text back, not an autoresponder.
Runs on your existing AI Lead Capture & Follow-Up service.
The bundle · 4 agents
Automate your front office
Four AI agents that answer quote requests, audit documents, log every lead and remind clients before renewal.
Instant lead repliesA real text the moment someone asks for a quote.
Paperwork in secondsPolicies, ACORD forms and loss runs, read for you.
Nothing slips throughEvery lead logged, every renewal reminded.
Works with your AMS
Syncs with your CRM
One price
Quote requests
Answered by text
Renewals
Reminded early
AI team for insurance agencies
AI team for insurance agencies
Automate your front office
Four AI agents that answer quote requests, audit documents, log every lead and remind clients before renewal.
Quote requestNew lead from your site
Intake AgentReplies with a real text
Document AuditReads policies and ACORD forms
CRM & LoggingEvery lead logged to your CRM
Renewal RemindersReminded before renewal
Demo
Watch the team work a real day.
A 50-second walkthrough of each agent doing its job. Jump to any agent with the chapters below.
Your dashboard
Your dashboard, on a guided tour.
Every plan comes with a private client dashboard. Take the tour: live agents, one-click approvals, setup status, and a team you can ask anything. Sample data shown.
Included in your planLoading dashboard
Prototype preview · sample data · view as
Ask your team
The bundle
Four agents, one front office.
Each agent takes one repetitive job off your team. Together they cover a lead from the first question to the renewal.
Built and tested
Document Audit
Paste or upload a policy document, ACORD form, or loss run. Get named insured, coverage limits, dates, and red flags back in seconds, for you to copy into your AMS.
Built and tested
CRM & Logging
Every lead gets logged automatically, no manual data entry. Our AI agent connects to your CRM, so it fits whatever system you already use.
Built and tested
Renewal Reminders
Import your book of business once. Clients get a reminder before their policy renews, not after it lapses.
How it works
Set up around the tools you already use.
No new AMS, no new CRM. The agents plug into how your office already runs.
Walkthrough call
We look at how quote requests, documents and renewals move through your office today, and where time gets lost.
Connect your tools
We connect the AI agents to your CRM and import your book of business once, so reminders go out on the right dates.
Go live
Intake starts answering quote requests by text. The other three agents are switched on as they are set up for your agency.
Pricing
One price for the whole team.
All four agents in one bundle. Pay monthly, or pay quarterly and save 25%.
The bundle
$850/month
Originally $1,200/monthSave $350/month
Billed monthly. Switch to quarterly to save another 25%.
$10,200per year, billed monthly
$7,650per year, billed quarterly
What's included
- Intake AgentA real text back to every quote request.
- Document AuditPolicies, ACORD forms and loss runs, read in seconds.
- CRM & LoggingEvery lead logged to your CRM automatically.
- Renewal RemindersYour book of business imported once, reminders before every renewal.
FAQ
Questions agencies ask.
Do I have to switch my AMS?
No. Document Audit gives you the named insured, coverage limits, dates and red flags, ready to copy into the AMS you already use.
Which CRMs does it work with?
The CRM & Logging agent connects to the CRM you already use, so there is nothing new for your team to learn. We confirm your setup on the walkthrough call.
What's the difference between "Live today" and "Built and tested"?
The Intake Agent is live today and runs on your existing AI Lead Capture & Follow-Up service. Document Audit, CRM & Logging and Renewal Reminders are built and tested, and are set up for your agency after you sign up.
Will clients know they're texting with an automated reply?
The Intake Agent sends a real, conversational text that answers what the person asked, not a canned autoresponder. It keeps the conversation moving until your team takes over.
How does quarterly billing work?
Pay every 3 months and save 25%: $637.50 a month, billed as $1,912.50 each quarter, instead of $2,550 a quarter on monthly billing.
What do you need from us to get started?
An export of your book of business for Renewal Reminders, and access to your CRM so the AI agents can log leads automatically. We walk through both on the first call.
Next step
Three ways to start.
Pick whichever fits how you make this kind of decision - no wrong choice, and nothing here locks you in.