Free 30-Minute Discovery Call — No pitch deck, no contracts. Call (909) 639-6293
(909) 639-6293 Book a Call
AI Automation for Insurance Agencies

Automate renewals, cross-sell intelligently, and keep every client for life.

AI-powered automation that handles your phones, marketing, reviews, and reporting — so you focus on what you do best.

Sound Familiar?

The problems we solve for insurance agencies

Renewals falling through the cracks?
60/30/14/7-day automated outreach before every renewal. AI generates personalized coverage summaries. 15–25% higher retention.
Leaving cross-sell revenue on the table?
AI finds gaps: 'You have auto and home but no umbrella.' Personalized outreach per customer, automatically.
New clients feeling lost?
Welcome series: team intro, expectations, doc collection, 30-day check-in. Cuts anxiety calls 60%+.
Birthday and anniversary messages forgotten?
Automated lifecycle touchpoints. Tiny effort, massive retention impact — 15–25% higher renewal rates.
No time to respond to reviews?
AI drafts a response to every review. You approve, it publishes. Same-day responses improve rankings.
Can't compare quotes efficiently?
AI builds side-by-side carrier comparisons with client-facing PDF. Saves 30–60 minutes per comparison.
Packages

Choose your starting point

All packages can be customized. Mix and match any services below.

QUICK START
Quick Start
$2,000 – $3,000
$97 platform + $150–$300/mo
1–2 weeks
Automate renewals and reviews. No policy falls through the cracks.
  • Voice AI Insurance Receptionist
  • Missed Call Text-Back
  • Review Request Automation
  • Appointment Reminders
GROWTH ENGINE
Growth Engine
$5,000 – $8,000
$97 platform + $500–$900/mo
3–5 weeks
Cross-sell engine, lifecycle automation, and client retention on autopilot.
  • Everything in Quick Start
  • Policy Renewal Sequence
  • Cross-Sell / Upsell Engine
  • New Client Onboarding
  • Birthday & Lifecycle Touchpoints
  • Google Review Responses
  • Referral Program
  • Essential Command Center
FULL OPERATIONS
Full Operations
$10,000 – $15,000
$97 platform + $1,000–$1,800/mo
6–8 weeks
Complete agency automation with content, SEO, compliance, and Full Operations Hub.
  • Everything in Growth Engine
  • AI Social Content (20 posts/mo)
  • SEO City Pages + Hub
  • AI Reporting Dashboard
  • AI Avatar Videos
  • Compliance Doc Generator
  • AI Quote Comparison
  • Full Operations Command Center
Foundation
$97/mo
AI Biz Automate Platform Account

Your dedicated business operating system: CRM with unlimited contacts, local phone number, SMS & email tools, calendar booking, pipeline management, dashboard, and mobile app. Required for all services. Every automation runs on this foundation.

A comparable CRM on its own runs $300–500/month. You get the whole platform for $97.

The Process

How It Works

01
Discovery Call
30-min call to understand your business and identify the highest-ROI automations.
02
Custom Proposal
We build a plan tailored to your stack, budget, and priorities. No templates.
03
Build & Deploy
We configure everything, test thoroughly, and train your team. You approve before go-live.
04
Monitor & Optimize
Monthly reviews, script updates, tool swaps when better options emerge.
Ready to automate?

Book a Free 30-Minute Discovery Call

No pitch deck. No contracts. Just an honest look at what AI can do for your business.

(909) 639-6293
Redlands 2068 Orange Tree Ln #220
Palm Springs 1276 N. Palm Canyon Dr #107