For Insurance Brokers
AI agents for insurance brokers: every quote request captured, every call logged
AI Abstraction builds AI agents that capture and qualify quote requests that arrive after hours. They draft renewal follow-ups for your team to approve, take certificate of insurance requests and keep a timestamped record of every conversation. Anything that sounds like coverage advice goes to a licensed agent, never to the AI.
- A person approves what goes to clients
- Every action logged with a timestamp
- Monitored 24/7
- Your data is never sold or shared
Where do insurance brokers lose quote requests?
Most quote requests arrive when people have time to think about coverage: in the evenings and on weekends, when no one is in the office. A request that waits until Monday often goes to the broker who replied first.
The rest of the week has its own drag. Renewal follow-ups pile up in the busy months, and certificate of insurance requests interrupt everyone. Nobody has time to write down what was said on each call.
What can an AI agent handle for an insurance brokerage?
After-hours intake and qualification
The agent captures each quote request as it arrives, sorts it by coverage type and asks the questions you would ask. It answers only from material you have approved and hands anything else to a person.
Ranked leads in your CRM
Each request lands in your CRM with the details filled in and a priority, so the first call each morning goes to the best lead.
What’s the E&O and compliance angle?
Every interaction the agent handles is logged with a timestamp: what came in, what the agent prepared, and what was sent. If a client later disputes what they were told, the record is already there. That supports your errors and omissions defense and any review by a regulator. Questions that need a licensed agent’s judgment are always handed to one. The agent supports your compliance process. It does not replace it.
Questions insurance brokers ask
Will the agent give coverage advice?
No. It collects the details of what someone needs. Any question that calls for advice goes to a licensed agent on your team, with the conversation so far attached.
Does anything reach a client without our approval?
The agent prepares the work. Nothing reaches a client until a person on your team approves it. The one exception is a live phone or chat agent, which answers only from material you have approved and hands anything else to a person.
Can it work with our agency management system?
We connect the agent to your CRM or agency management system as part of the build. Tell us what you use on the first call and we will tell you plainly what the connection involves.
What exactly gets recorded?
Each request that comes in, what the agent prepared in response and what was sent, all with timestamps. You can pull up any conversation or export the record when you need it.
What does it cost?
A one-time build of $2,999 to $8,999, then $299 to $999 per agent per month. Billing is month to month, and you can cancel with 30 days’ notice. Qualified businesses can start with a free one-week pilot.
Catch the quote requests that come in after hours
We’ll show you an agent qualifying your real inquiries.
Free one-week pilot for qualified businesses. Month to month, cancel with 30 days’ notice.