AI for Independent Agents and Small Brokerages
Your agency, running on autopilot
Insurance AI handles client intake, follow-up sequences, policy summaries, and renewal notices so your agents spend their time closing, not chasing paperwork.
Insurance AI handles client intake, follow-up sequences, policy summaries, and renewal notices so your agents spend their time closing, not chasing paperwork.
Yet that is exactly where most of your week disappears. Intake forms that never get completed. Warm leads gone cold between the first call and the policy comparison. Renewals that slip through because new business kept you busy. Insurance AI closes every one of those gaps.
Built specifically for independent agents and small brokerages. No generic CRM wrappers. No implementation project that takes four weeks. Works alongside the platforms you already run.
AI-driven intake forms that adapt in real time based on each prospect's answers, pre-qualify their coverage needs automatically, and push a clean summary to your AMS the moment they finish.
Multi-touch follow-up that runs without any intervention. If a prospect opens your email but does not reply, the next message goes out at exactly the right interval. No leads fall through.
Upload any carrier quote PDF. Insurance AI generates a plain-English comparison your client can actually read, with coverage gaps flagged and common questions pre-answered in your voice.
Automatic renewal notices at 90, 60, and 30 days. Rate-change alerts triggered the moment your data feed updates. Client acknowledgment tracking built in for E&O compliance on every policy.
Two-way sync with Applied Epic, EZLynx, and Vertafore out of the box. CSV import for every other platform. Your existing book of business stays exactly where it is.
Every client communication, intake response, and policy summary is timestamped and stored in a tamper-evident log. One-click export for any claim review or licensing audit.
No implementation consultants. No onboarding calls that stretch for weeks. Most agents are running their first automated intake sequence by the end of their first session.
Link your AMS or CRM in two clicks. Import your existing contact list via CSV if you need a bridge. Set your follow-up timing preferences and your agency brand voice once, and the system carries them everywhere.
Tell Insurance AI which product lines you write, your preferred response windows, and your renewal cycle. The system builds your first intake form and follow-up sequence automatically and surfaces them for your review before they go live.
Every intake response, follow-up, policy summary, and renewal notice runs without you touching it. You receive a notification when a prospect is ready for a closing conversation. Everything before that is already handled.
"I used to lose three or four leads a week to slow follow-up. Insurance AI catches every one of them now. My close rate is up 28% and I have not had to hire an assistant."
"My renewal retention went from 71% to 89% in one quarter. The 90-day automated notices changed everything. Clients appreciate the heads-up and the plain-English rate comparisons."
"Finally a tool that understands actual insurance workflows, not just generic CRM automation dressed up in new packaging. The policy summary generator alone saves me two hours every single week."
No per-feature add-ons. No surprise overages. Cancel any time with 30 days notice and a full data export on the way out.
Yes. We have native two-way sync with Applied Epic, EZLynx, and Vertafore. For all other platforms, CSV import and export covers the full workflow. A complete REST API is available on the Agency plan for custom integrations.
Insurance AI is SOC 2 Type II certified. All data is encrypted at rest and in transit. The E&O audit trail is write-once and tamper-evident, meeting standard documentation requirements for the majority of state licensing boards.
Most agents complete their first intake form and first follow-up sequence within 30 minutes of creating an account. Full AMS sync takes an additional 10 to 15 minutes. There is no required onboarding call on the Starter or Growth plans.
Yes. Every sequence template is fully editable. You can adjust tone, timing windows, and message content for each step in the sequence. On the Agency plan you can train a custom brand voice that applies across all generated content automatically.
You can export all your data, including your complete E&O audit trail, in standard CSV and PDF format at any time. We retain your data for 60 days after cancellation so you can pull anything you need before it is permanently deleted.
Yes. Insurance AI handles personal lines, commercial lines, and life and health products. The policy summary generator and intake form logic adapt automatically based on the line of business you select for each client record.
Join 1,200 independent agents who automated their intake and follow-up with Insurance AI. 14-day free trial. No credit card required. Cancel any time.
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