AI Team for Insurance Agencies
Four agents, one front office. They cover a lead from the first quote request to the renewal.
- Intake AgentA real text back to every quote request, not an autoresponder.
- Document AuditPolicies, ACORD forms and loss runs read in seconds, red flags included.
- CRM & LoggingEvery lead logged to the CRM you already use.
- Renewal RemindersClients reminded before a policy renews, not after it lapses.
paying quarterly.