AI for insurance agents: every quote followed up
An insurance agent's growth lives in follow-up: the quote that needs a second call, the renewal that needs a review, the client who should hear about umbrella coverage. AI agents never forget any of them.
$2,500 a month · AI running costs billed at cost · cancel any time
A day with the team
New quote requests get a reply in minutes. Open quotes get followed up on a schedule. Renewals are reviewed weeks ahead. Certificate requests are handled. The owner gets a daily brief.
Agents stay licensed, AI stays admin
Anything about coverage, price or binding goes to a licensed person.
Run for you
$2,500 a month, AI billed at cost, cancel any time.
The agents that do this work
- Speed-to-Lead AgentAnswers every web quote request, social lead form and partner lead within minutes.You approve: The first-reply script, once. Anything past scheduling goes to a licensed person.
- Quote Follow-Up AgentFollows up on every open quote at set intervals and stops the moment the client binds, says no or opts out.You approve: The sequence, once. Coverage questions go to a licensed person.
- Renewal Review AgentStarts 60 to 90 days before renewal, confirms what has changed and books the review call.You approve: The producer runs the review. The agent never promises a renewal rate.
- Review, Referral and Win-Back AgentAsks happy clients for reviews, asks for referrals at the right time and reaches out to clients who left.You approve: Every message and every reply to a review. No gifts for reviews.
- Owner Daily Brief AgentSends one morning message: new leads, open quotes, renewals due, unpaid items and anything missed.You approve: None. The owner reads it.
See all 19 agents on the insurance agencies team →
Questions
Can AI help me sell more policies?
It makes sure every quote and renewal is followed up and every cross-sell chance is surfaced. Selling stays with you.
Is it for captive or independent agents?
Our published blueprint is for independent agencies. Other setups are scoped on the first call.
What does it cost?
$2,500 a month plus AI running costs at cost.
Get your AI team
Astra AI designs, installs and runs a done-for-you AI team for insurance agencies, on the AI you already use. It starts with a 30-minute call to map your office.