Instant Call-Back
Fires an outbound call to new leads within five seconds of form submission, before they have time to dial a competitor.
Insurance
Scale your book of business on autopilot.
Instant quotes, policy qualification, and claims routing. AI that turns expensive insurance leads into bound policies before they cool down.
The Problem
Insurance leads go cold in under 60 seconds.
If you do not reach a lead within a minute of form submission, your probability of ever closing that lead drops by 80%. Producers fielding calls from existing clients simply cannot compete with that window.
The Solution
AI that chases leads so your producers don't have to.
Our AI agents call, text, and qualify leads the moment they hit your CRM. By the time a producer picks up the phone, they are talking to someone who is already pre-qualified and ready for a quote, not someone who barely remembers filling in the form.
What it does
The full outreach cycle, automated.
Quote Qualification
Asks the pre-underwriting questions required to assess risk for whichever lines you write, so producers receive populated records.
Multi-Channel Outreach
Combines voice, SMS, and email in a coordinated sequence to maximise contact rates on every lead batch.
Renewal Reminders
Reaches out to existing clients ahead of renewal dates automatically, protecting retention without producer effort.
Claims Routing
Directs urgent claims to the correct department immediately, reducing hold times and improving client satisfaction.
CRM Integration
Pushes captured data directly into Salesforce, AMS360, or EZlynx so nothing requires manual re-entry.
How it works
From lead to bound policy, faster.
01
Plug In Your Leads
Connect your lead vendors or website forms via webhook or Zapier. The AI starts working every lead the moment it arrives.
02
Set Your Rules
Define which lines to prioritise, your underwriting criteria, and the intake questions the AI should ask for each product.
03
Close More Business
Spend your producers' time closing finalised quotes instead of chasing people who never intended to buy.
Who this is for
For agencies that compete on speed and volume.
- Independent insurance agencies working multiple lead sources simultaneously.
- Captive agents who want a faster, more consistent first response than their peers.
- MGA and carrier marketing teams running high-volume lead programmes.
The full picture
Leads that decay by the minute.
Insurance leads are expensive and rarely exclusive. The same person who filled in your form filled in two or three others at the same time, and the agency that reaches them first is almost always the one that writes the policy. Response time is the highest-leverage variable in the whole funnel: above script quality, above closing technique.
The practical difficulty is that new leads arrive while your producers are on calls with existing clients, at lunch, or finished for the day. The lead does not wait for a gap in the schedule. Research from lead response studies shows that responding within five minutes rather than thirty makes an agency 21 times more likely to qualify a lead, and 100 times more likely to make contact at all.
Different lines need different intake. Auto needs vehicles, drivers, and current carrier. Home needs the property age, construction, and existing coverage. Health needs household size and budget. Commercial needs the operation and its exposures. The AI runs the right intake for whichever lines you write, so producers open populated records rather than starting with just a name.
The AI does not quote, bind, or give coverage advice. It captures information, answers questions about your agency and the products you offer, and books the appointment where a licensed producer takes over. That boundary is deliberate: anything touching a coverage recommendation is a licensed activity, and an automated system should not be anywhere near it.
Stop losing leads to slow response