Free guide
5 AI Automations Every Insurance Agent Should Set Up This Week
A practical guide for independent P&C agencies. Five automations you can set up without hiring a developer that save 15+ hours a week and stop renewal leaks before they happen.
- 01
Renewal reminder sequences
Trigger personalized outreach 60, 30, 14, and 7 days before each policy's X-date. Saves 5+ hrs / week.
- 02
Cross-sell opportunity scoring
AI scans your book for single-policy households and coverage gaps, ranked by likelihood. Saves 3+ hrs / week.
- 03
Instant lead response
Sub-60-second reply on every inbound channel, 24/7. No lead dies in a shared inbox. Saves 8+ hrs / week.
- 04
Quote follow-up sequences
Multi-touch cadences for every open quote until they bind or decline. Nothing goes cold. Saves 4+ hrs / week.
- 05
Service request triage
AI-drafted replies to COI requests, endorsements, and billing questions that your team approves in one click. Saves 6+ hrs / week.
Get the PDF
Enter your email. We’ll send it now.
Prefer to skip the DIY?
These five automations are what we install for agency clients in the first two weeks of our Build & Launch engagement. The guide shows you how to set them up yourself. If you’d rather we build and run them for you, the audit covers everything in 5 days.