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Insurance AI CRM

AI CRM for InsuranceRun on Complete Autopilot

Complete insurance CRM automation from prospect inquiry to policy management, claims resolution, and lifetime customer relationships

Common Insurance ChallengesOur AI Solves

Stop losing revenue to these preventable problems

Complex sales cycles with multiple touchpoints and stakeholders

Claims processing bottlenecks damage customer relationships

Policy renewals lost due to poor communication and timing

Missed opportunities for coverage expansion and family policies

How AI Autopilot Works for Insurance

Your AI assistant handles everything while you focus on growth

Your AI Assistant Handles:

Capture insurance inquiries and assess coverage needs automatically

Generate personalized quotes and handle policy applications end-to-end

Manage entire claims lifecycle from filing to settlement

Automate policy renewals with risk assessment and pricing optimization

Cross-sell additional coverage based on life events and risk changes

Maintain long-term customer relationships for referrals and family coverage

Lead Response Time

Instant quotes vs 48-hour industry delays

Never miss another hot lead

Conversion Improvement

55% increase in policy applications completed

More qualified prospects become customers

Time Saved

30 hours/week on claims administration and renewals

Focus on high-value activities

Real-World Insurance Automation Scenarios

See how businesses like yours put their sales on autopilot

Complete Policy Lifecycle Management

AI manages customer journey from initial quote through claims and renewals

Impact:

90% policy retention rate with proactive relationship management

Intelligent Claims Automation

AI handles entire claims process including documentation, assessment, and settlement

Impact:

Claims resolved 70% faster with higher customer satisfaction

Family Coverage Expansion

AI identifies life events and proactively offers appropriate coverage to family members

Impact:

300% increase in household policy value through intelligent cross-selling

Simple Pricing for Insurance Businesses

Start small, scale as you grow. Pay for leads processed, not team size.

Currency:

Starter

$79/month

Perfect for insurance businesses getting started

3 team seats
300 new leads/month
1,000 credits/month
All channels: Voice, WhatsApp, Email, SMS
⭐ Most Popular for Insurance

Professional

$249/month

Complete automation solution for growing insurance businesses

10 team seats
1,500 new leads/month
5,000 credits/month
All channels + Priority Support

How Credits Work

Voice Calls

10 credits/minute

WhatsApp Utility

1 credit/message

WhatsApp Marketing

5 credits/message

Email & SMS

0.5-2 credits each

14-day free trial • No credit card required • Cancel anytime

Need more credits? Buy additional credits anytime

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Ready to Automate Your Insurance Business?

Join successful insurance businesses that capture, qualify, and convert leads automatically 24/7.