Sales AI for insurance agencies
Every insurance agency lead, called in 60 seconds.
Leads come in from quote forms, ads and referrals, usually while you are busy. Sales AI texts and calls every enquiry within a minute, asks the right questions about quotes and reviews, and books the time.
Sales AIfor Shield Insurance
Hi, it's Sales AI from Shield Insurance. Thanks for reaching out! I'm calling you in about a minute to see how we can help.9:41 PM
Need a quote for home and auto.9:41 PM
Happy to help. A 15-minute call gets you options. Today 3 PM or tomorrow 11 AM?9:42 PM
Booked · quote call tomorrow 11 AM
Example conversation
Sound familiar?
Why insurance agencies lose leads
Quote shoppers move fast
They request quotes from several agencies in one evening.
Follow-up at renewal
Leads say "maybe at renewal" and are never called back.
Agents on calls all day
New leads wait.
On the call
What Sales AI asks your leads
You choose the questions. These are a starting point.
- 1What do you need help with?
- 2How soon do you need it?
- 3What is the address or zip code?
- 4Is there anything we should know before we come?
Questions
Common questions
Can it remember renewal dates?
Yes. It follows up at the time the lead gives.
Does it say it is an AI?
Yes, at the start of every call.
When does it call?
Texts go right away. Calls go between 8 AM and 8 PM in the lead's time zone.
Never lose a lead to a forgotten follow-up.
Feel it on your own phone in under a minute.
No card needed to try.