- Price
- From $149/mo
- Setup
- Easy
- Time saved
- Maker hasn't shared this
Who it's for
P&C insurance agencies whose leads and renewals slip through the cracks.
What it does
- Tracks leads and sales from first contact to close
- Sends automatic follow-up for new leads and renewals
- Texts and emails customers both ways from one place
Proof
Maker's claimThe company that makes it says so
“Join over 35,000+ users boosting their book of business”
AgencyZoomDate not shown Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
Copy this prompt
I run [AGENCY NAME], a P&C insurance agency. Write a follow-up plan for new leads who got a quote but haven't bought. Make a table with day number, channel (text, email, or call), and the message. Cover [NUMBER] touches over [NUMBER] days. Write each text under 160 characters and each email under 120 words, friendly and signed [AGENT NAME]. Then do the same for customers whose policy renews in 30 days. Do not mention rates or coverage promises. Reminder: have compliance review anything client-facing before it goes out.
How to set it up
- Book a demo or start the 14-day free trial.
- Connect your agency system; ask if that costs extra.
- Turn on automatic follow-up for new leads.
- Plan for 2-4 weeks of training and setup.
Cost
Essential $149/mo
Prices change. Check the maker’s site before you buy.
Also on these lists
More bots for insurance agents and financial advisors
1 business making real money with AI. Every week. Steal it.
This week: A bagel shop took in $125K in phone orders with an AI bot.
1 email a week. Unsubscribe in 1 click. Privacy
Want it done for you?
15-minute call. Walk away with a tool that saves you real time and money.
- Free
- 15 minutes
- No sales pitch