Bots for insurance agents and financial advisors

Carrier Follow-Up Agent

Ready-made software · Handle

Chasing carriers for quotes all day?

Sends quotes to carriers, follows up on its own, and sorts the replies.

Setup
Easy
Time saved
~18 hrs/wk Vendor claimabout 18 (vendor claim)Source

Who it's for

Insurance agencies stuck chasing carriers for quotes all day.

What it does

  • Sends quote requests to up to 25 carriers at once
  • Follows up every 72 hours, up to three times
  • Sorts carrier replies and pulls out the quote details

Proof

Maker's claimThe company that makes it says so

Handle's case study estimates BROVE saved about 92 hours in 5 weeks, about 18 hours a week.

HandleApr 14, 2026 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], an insurance agency. Help me chase carriers for quotes. 1) Write a short, polite quote request email I can send to carriers for a [LINE OF BUSINESS] risk, with blanks for [CLIENT BUSINESS TYPE], [LIMITS], and [DUE DATE]. 2) Write a first, second, and final follow-up email for carriers who haven't replied. 3) When I paste carrier replies, sort them into a table: carrier, quoted or declined, premium, and any notes or missing info. Do not rank or recommend a carrier. Replies: [PASTE REPLIES]. Reminder: have compliance review anything client-facing before it goes out.

How to set it up

  1. Book a demo.
  2. Start with carrier follow-ups only.
  3. Check the replies it sorts before sending anything to clients.

Cost

Check the maker's site

Go to the maker’s site

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