Free 30-Minute Discovery Call — No pitch deck, no contracts. Call (909) 639-6293
Every unanswered call is a policy at risk — a renewal that lapses, a cross-sell you never made, a client your competitor just quoted. Our AI receptionist answers 24/7, captures the details, and books the callback — en inglés y español.
Agencies quietly bleed 15–25% of renewals to silence — a call that went to voicemail, a reminder that never went out. Add every after-hours quote request that rang out, and the leak is a book of business walking out the door. Run your numbers:
// assumes half of missed callers were a client at risk · a handful of saved renewals covers the whole system
Every system includes the AI Biz Automate platform, runs month to month, and comes with the 30-day guarantee. Prices below are our productized baseline — insurance is a licensed practice, so it runs 25–35% higher (more on that under the cards).
// LICENSED-PRACTICE PRICING — insurance agencies run +25–35% over the trades baseline shown (carrier/AMS handling, renewal & cross-sell logic, compliance-aware messaging). Your exact number comes out of the free discovery call. See full pricing →
Configured for insurance workflows — not a generic receptionist bolted onto an agency.
60/30/14/7-day automated outreach before every renewal, with AI-generated personalized coverage summaries. Agencies see 15–25% higher retention.
AI spots the gaps — "auto and home but no umbrella" — and sends a personalized offer per client, automatically, so nothing is left on the table.
Team intro, expectations, document collection, and a 30-day check-in — cutting new-client anxiety calls 60%+ and setting up the first renewal.
English and Spanish, auto-detected, 24/7. Quote requests, claims, and service calls are captured and routed the moment they come in.
A review request after every bound policy, plus AI-drafted replies you approve — same-day responses that lift local rankings.
Automated lifecycle messages — tiny effort, outsized retention impact. The relationship stays warm without anyone remembering to send it.
Call our AI receptionist and tell it you run an insurance agency — try to stump it, switch to Spanish mid-sentence, ask it to book a review. This is the exact system we install.
You approve the script, so it sounds like your agency — warm, on-brand, and helpful. It books, captures details, routes claims-vs-quote calls, and hands off to a human the moment a caller asks. Compared to the real alternative for insurance agents — voicemail after 5pm and at lunch — an AI receptionist that answers every call in 60 seconds keeps far more clients than it ever cools.
Both. The answering service captures every inbound call 24/7. Add the Follow-Up Machine and Business Brain and it runs 60/30/14/7-day renewal outreach, spots coverage gaps ("auto and home but no umbrella") and sends personalized cross-sell offers, and fires birthday and lifecycle touchpoints — lifting retention 15–25%.
Yes — English and Spanish, auto-detected mid-call, included at no extra charge. In the Inland Empire and Coachella Valley that captures a large share of callers other agencies lose to an English-only voicemail.
Insurance is a licensed practice, so it runs 25–35% above our trades baseline. The call flows are more involved — carrier and AMS handling, renewal and cross-sell logic, and compliance-aware messaging. Your exact number comes out of the free discovery call, with no surprises after. See full pricing →
No pitch deck. No contracts. We'll score your agency live on the call and tell you exactly what we'd fix first — even if you never hire us.
