For insurance agencies
Answer every new inquiry first.
New inquiries get an answer in under a minute, day or night. The AI gathers the basics, books a call with the agent, and follows up. It never quotes rates.
It answers in seconds and can book you a walkthrough with Javier. Book a 15 minute walkthrough
Where leads slip
People shopping for a policy contact 3 or 4 agencies. They usually go with whoever answers first.
Inquiries waiting
A web form or DM comes in after hours. It gets an answer in under a minute, not the next day.
The basics, gathered
The AI asks the questions your agents need, so the call starts where it should.
A call booked with the agent
It books the call on your agent's calendar, 24/7.
Follow-ups until they book
Anyone who goes quiet gets followed up, and old leads get a win-back text.
Boundaries
It never quotes rates.
The assistant answers, gathers the basics and books the call. Rates and advice come from your agents.
What we install
Done for you. Your team doesn't need to learn new software.
Instant text back on every call, form and message
An AI assistant that answers questions and books, 24/7
Follow-ups until they book, and reminders so they show
Quote and estimate follow-ups
Win-back texts to old leads and past customers
Review requests, and one app to see every lead and conversation
Plans
Month to month. No long contract.
Every plan is priced per location, with a one time setup based on the plan.
- Instant replies
- Missed-call text back
- Follow-ups
- Booking link
- The CRM app
- Everything in Starter, plus:
- AI assistant that answers and books 24/7
- Appointment reminders
- Quote follow-ups
- Everything in Growth, plus:
- Win-back campaigns
- Review requests
- Monthly tune-up call
One time setup, based on your plan. Live in about 2 weeks. Texting turns on once carrier registration clears, and we file it at no extra cost.
Multiple locations, teams or calendars? Leads get routed to the right person. Setup is quoted on a 30 minute strategy call.
Proof
What the systems we build do.
A win-back campaign to a cold list brought back 47% of old leads and recovered about $2.3M in pipeline.
Test it yourself
Call or text our AI assistant: (406) 612-4058
It answers in seconds and can book you a walkthrough with Javier.
Rather talk to a person first? Book a 15 minute walkthrough.