AI for insurance agencies: call every quote request before the next agency does

What is an AI insurance agent?

An AI insurance agent is an AI sales agent that does the first part of the work on a quote request. It calls or answers the shopper, asks the questions your agency needs before quoting and books the next step with a licensed person on your team. SalesCloser does this on the phone, in your website chat, on voice and video calls in the browser, on WhatsApp and by SMS.

It is not a licensed agent. It does not quote rates, bind coverage or give insurance advice. It answers only from the content you approve, such as your lines of business, the areas you serve and how your quoting process works. Anything else goes to your team.

How does AI for insurance agents work on a quote request?

1. Call the request. Connect your Facebook and Instagram lead forms to an ongoing campaign, and new quote requests are called within your calling hours. You can also add a lead from your website or another system through the API, or import a list as a CSV or Excel file. Inbound calls to your number are answered 24/7.

2. Gather what you need to quote. You write the questions and the rules. For auto, that might be the drivers and vehicles on the policy and the renewal date. For home, the property and the current coverage. Conditional prompts let you ask different questions for different lines. The answers are saved on the lead, so your producer sees them before the follow-up.

3. Book or transfer. When the shopper is ready, the agent books an appointment on your Calendly, Cal.com or Cal.eu calendar. Or it transfers the live call to your team, or to the lead's own producer, once the caller says yes. When an appointment is part of the next step, it books it before it transfers.

What lands with your producers

• A booked appointment or a warm transfer. The shopper is not left waiting for a call back.
• The quoting answers. Saved on the lead, with a short summary of the conversation.
• The full conversation. Conversations are recorded and transcribed so your team can review them.
• A live interest score. The agent scores interest from 0 to 100 and shows why. Phone agents can transfer hot leads automatically when the score reaches your threshold.
• Your CRM updated. HubSpot, Pipedrive, Zoho CRM, Zendesk and GoHighLevel get the lead, the summary and the answers on the right contact. Other tools connect through Zapier, webhooks or the API.

AI for insurance brokers and commercial lines

Commercial shoppers bring different questions: what the business does, its size and which policies renew when. Write a separate set of questions for commercial requests and route them to the producer who handles that line, either by booking into that producer's calendar or by transferring to the rep named on the lead. Each agent books into one calendar, so set up one agent per team if personal and commercial quotes go to different people.

Cross-sell and renewal outreach to your existing book

Import your policyholders and the agent calls them with a reason to talk, such as an upcoming renewal, a coverage review or a line they do not have with you yet. Calling hours can follow each lead's local time, call caps keep the pace steady, and the agent retries leads who miss the call on the schedule you set. It handles voicemail and phone menus, books a review with a producer, and can stop calling a lead once they have talked to it. Leads who ask not to be called again are blocked from future calls. Text campaigns are also available once our team switches SMS on for your account.

Recorded calls, consent and calling rules

Conversations are recorded and transcribed so your team can review them. Consent, calling rules and do-not-call requirements stay your agency's responsibility, so check what applies to the people you call. SalesCloser gives you the controls: calling hours, call caps, opt-out blocking and the option to stop calling once a lead has talked to the agent.