Insurance
AI Calling & Automation for Insurance Agencies
Quote requests qualified and policy questions answered instantly.Independent agencies and carriers compete on response time. We build AI voice and chat agents that qualify quote requests instantly, collect the data producers need, answer common policy and billing questions, and automate renewals and certificate requests in your agency management system.
The problem
What slows insurance businesses down
If any of these sound familiar, automation will pay for itself quickly.
Slow quote follow-up
Internet leads cool off before a producer calls back.
Service-request volume
COIs, ID cards, billing and policy changes clog the service team.
Renewal retention
Renewals slip without proactive outreach.
Re-keying data
Applicant info is typed into raters and the AMS by hand.
The solution
AI & automation for insurance
Production systems we build for insurance teams — each one connected to the tools you already use.
AI Calling Platforms
Quote qualification calls
Instant callbacks that gather rating details and book producers.
From $3,500 · 2–4 weeksRAG Systems
Policy Q&A assistant
Grounded answers from policy forms and underwriting guidelines.
From $4,000 · 3–5 weeksWorkflow Automation
Service automation
Certificates, ID cards and renewal reminders handled automatically.
From $1,500 · 1–3 weeksSystem Integration
AMS integration
Leads and service requests synced with your agency management system.
From $2,000 · 1–4 weeksIntegrations
Works with your insurance stack.
We connect to the software insurance teams already rely on — through official APIs, certified partners or secure custom connectors.
Compliance & data security
Outbound calling is TCPA-aware with consent capture and DNC scrubbing; the AI collects information and never binds coverage.
Case studies
Insurance automation in production
Insurance · AI Voice Agents
AI quote-qualification calls for an insurance agency
Internet quote requests are called back instantly, rating details are collected, and producers get a ready-to-quote file.
Tech & SaaS · AI Voice Agents
Voxiqo — our AI calling platform
A multi-tenant voice-agent platform that answers and places calls autonomously, books appointments and qualifies leads for businesses.
Real Estate · AI Voice Agents
Speed-to-lead AI calling for a real-estate brokerage
Every new web and portal lead is called within a minute, qualified, and booked with an agent.
Process
How we automate insurance businesses
Fixed scope, weekly demos, no black boxes. Most AI projects go live in 2–5 weeks.
Audit
We map your workflows, calls and data, then rank opportunities by ROI. Free, 30 minutes.
Design
Conversation flows, architecture and integrations — signed off before we write code.
Build
Weekly demos, a shared Slack channel and production-grade code you own.
Launch & optimise
Go live, monitor every conversation and workflow, and improve every week.
FAQ
Insurance automation — FAQ
Can AI qualify insurance leads?
Yes — it asks your qualifying and rating questions, captures details and books a producer or transfers live.
Does it work with Applied Epic or HawkSoft?
We integrate where APIs or partner integrations exist and use structured handoffs where they don’t.
Can it bind or change policies?
No — it gathers and routes requests; licensed staff handle binding and changes.
How much does AI for insurance agencies cost?
Insurance projects typically start from $1,500, depending on which systems you need and how many integrations are involved. After a free audit you get a fixed-price proposal with an ROI estimate.
How long does it take to launch?
Most AI agents and automations for insurance businesses go live in 2–5 weeks. Custom software and SaaS projects typically take 6–16 weeks.
Insurance across the US
Remote-first, across all 50 states.
We work with businesses nationwide, with daily overlap across Eastern, Central, Mountain and Pacific time. Tell us where you’re based →
Guides
Reading for insurance owners
AI Calling · 6 min read
AI Lead Qualification: How to Stop Wasting Sales Calls
How AI lead qualification works across calls, chat and forms — frameworks, CRM integration and the speed-to-lead advantage.
Read articleAI Calling · 7 min read
How Much Does an AI Voice Agent Cost? 2026 Pricing Breakdown
A transparent breakdown of AI voice agent pricing: setup, per-minute usage, telephony, voices and LLMs — plus how to calculate ROI for your business.
Read articleOther industries