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.
DELIVERABLES
& SYSTEMS.
Natural-language SMS that interprets intent, manages state, and validates every message before sending.
Configurable workflows that extract coverage type, provider status, expiration dates, and budget.
Calendar integration for direct booking during the SMS conversation. Agents get full context.
TCPA compliant. Opt-in verification, STOP/HELP handling, frequency limits, and audit logs.
Licensed-agent topics trigger clean handoff with full conversation history. No dropped context.
Multi-week automated sequences that re-engage cold leads and remind about upcoming renewals.
HOW IT
WORKS.
Qualification workflows set up for your insurance verticals. Tone, rules, and escalation paths defined.
Bot connected to your phone system and CRM. Existing leads imported. Calendar synced.
Bot begins texting prospects. Qualifying, booking, and following up autonomously.
Conversation analytics reviewed. Qualification flows refined. Close rates tracked and improved.
COMMON
QUESTIONS.
READY TO
AUTOMATE?
Tell us about your agency and we will show you how the bot turns inbound leads into booked appointments.