Sales & New Business AI Agents
Lead qualification, multi-carrier quoting, proposals
Qualify leads, run multi-carrier quotes, create proposals, follow up with prospects, and identify cross-sell opportunities
Insurance Lead Qualifier Agent
Automates lead research and qualification to identify high-value insurance prospects
- ✓ Researches business insurance needs and coverage gaps
- ✓ Scores leads by premium potential and close probability
Multi-Carrier Quote Comparison Agent
Automates multi-carrier quoting and creates professional comparison proposals
- ✓ Quotes 5-10 carriers simultaneously from single data entry
- ✓ Creates side-by-side coverage and pricing comparisons
Prospect Follow-Up Sequence Agent
Executes personalized follow-up campaigns for quotes and prospects
- ✓ Sends timed follow-ups after quotes
- ✓ Personalizes with coverage details
Cross-Sell Opportunity Identifier
Identifies coverage gaps and cross-sell opportunities for existing clients
- ✓ Finds clients missing key coverage
- ✓ Flags life events requiring coverage updates
Commercial Insurance Proposal Writer
Creates detailed commercial insurance proposals and comparisons
- ✓ Drafts comprehensive commercial proposals
- ✓ Includes coverage comparisons and recommendations
Ready to automate your sales workflows?
Request a free consultation to discuss which agents fit your agency best