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INSURANCE
BOT.

An AI-driven SMS assistant built for insurance agents. It handles lead conversations autonomously, qualifying prospects, booking appointments, and managing follow-ups while maintaining strict compliance.

Get Started
See What's Included
DEPLOY STATUS: READY
// CONVERSATION THREADSTATUSQUALIFIED
RESPONSE TIME
0s
Average first reply to new leads
QUALIFICATION
0%
Leads qualified without human touch
FOLLOW-UP
0/7
Automated follow-up around the clock
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AI Conversations

Natural-language SMS that interprets intent, manages state, and validates every message before sending.

// QUALIFICATION MATRIXBUDGET88TIMELINE72AUTHORITY95NEED84INTENT91SCORE86BUDGET88TIMELINE72AUTHORITY95NEED84INTENT91COMPOSITE SCORE: 86 / 100QUALIFIED ✓
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Lead Qualification

Configurable workflows that extract coverage type, provider status, expiration dates, and budget.

Lead scoring ↗
// CONVERSATION FLOWGREETINGNEEDS ANALYSISQUALIFIED?YES ↓NO →QUOTESCHEDULENURTURE[01][02][03][04][05]
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Appointment Booking

Calendar integration for direct booking during the SMS conversation. Agents get full context.

// COMPLIANCE ENGINECOMPLIANCE STATUS: ACTIVEREGULATIONDESCRIPTIONLAST VERIFIEDSTATUSTCPATelephone Consumer Protection2026-03-28 04:12Z✓ PASSHIPAAHealth Information Privacy2026-03-28 04:12Z✓ PASSGDPRData Protection Regulation2026-03-28 04:11Z✓ PASSSTATE REGSAZ / CA / TX / FL Compliance2026-03-28 04:10Z✓ PASSDNC LISTDo-Not-Call Registry Sync2026-03-28 04:09Z✓ PASSCHECKS: 5 / 5 PASSEDSCAN INTERVAL: 15 MINCOMPLIANT
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Compliance Engine

TCPA compliant. Opt-in verification, STOP/HELP handling, frequency limits, and audit logs.

TCPA compliance ↗
// ESCALATION ROUTINGBOTHANDLINGTHRESHOLDTRIGGERHUMANHANDOFFESCALATION THRESHOLD80%CURRENT: 78%ESCALATION TRIGGERSHIGH VALUE LEADCOMPLEX POLICYFRUSTRATED TONEEXPLICIT REQUESTAGENT QUEUE01BUSY02FREE03FREE04BUSY05FREEESCALATION RATE12%OF CONVERSATIONS
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Human Escalation

Licensed-agent topics trigger clean handoff with full conversation history. No dropped context.

// BOOKING SYSTEMMONTUEWEDTHUFRI12345678910111213141516171819202122232425NEXT AVAILSLOTS09:0010:0011:0013:0014:0015:0016:00APPOINTMENTCONFIRMEDTHU, MAR 5 — 14:00AGENT: SARAH K.BOOKEDOPENBOOKINGS THIS WEEK: 9AVG LEAD → BOOK: 4.2 MIN
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Follow-Up Sequences

Multi-week automated sequences that re-engage cold leads and remind about upcoming renewals.

// BOT PERFORMANCECONVERSATIONS1,284▲ +8%QUALIFIED1,117▲ +8%BOOKED748▲ +8%CONVERSION58.2%▲ +8%PERIOD: 30-DAY ROLLINGUPDATED: LIVE
The Process

HOW IT
WORKS.

[01]

Configure

Qualification workflows set up for your insurance verticals. Tone, rules, and escalation paths defined.

[02]

Connect

Bot connected to your phone system and CRM. Existing leads imported. Calendar synced.

[03]

Launch

Bot begins texting prospects. Qualifying, booking, and following up autonomously.

[04]

Optimize

Conversation analytics reviewed. Qualification flows refined. Close rates tracked and improved.

Frequently Asked Questions

COMMON
QUESTIONS.

DEPLOY INSURANCE BOT

READY TO
AUTOMATE?

Tell us about your agency and we will show you how the bot turns inbound leads into booked appointments.

No commitment. Response within 24 hours.