Cookies on AIGROW

We use necessary cookies to run the site. With your permission, we also use cookies for analytics, session recordings and marketing attribution.

Cookie Policy

Insurance industry

AI operations for insurance agencies and brokers

Take quote requests at any hour, collect the documents a quote needs, send renewal reminders, route policy service questions and capture first notice of loss for a licensed person. Licensed staff keep the advice, every binding decision and every claims decision.

Start with the $49 auditSee AI Operations

Each price below is the starting price for one system. No system gives coverage advice, binds a policy or decides a claim.

Insurance operating stack
4 systemsfrom the quote request to the renewal list
Calls and first notice
AI receptionist
Quote documents and renewals
onboarding
Policy service inbox
support agent
Renewal list
reporting

The page connects current AIGROW offers. It does not assume that every team needs the complete stack.

An independent insurance agency or brokerage can hand AI agents the service work: taking quote requests, collecting documents, sending renewal reminders, routing policy service questions and capturing first notice of loss. AIGROW builds each system at a published starting price and can run it as an AI Operations function. Advice, binding coverage and claims decisions stay with licensed staff.

4 systems, each with its own scope

The prices below come from the current offer pages. They are starting prices for individual systems, not a quote for the complete workflow.

Compare every ready solution
AI ReceptionistAnswer calls, take the quote request details you ask for, route policy service calls to the right account manager and capture first notice of loss for a licensed person. It gives no coverage advice, binds nothing and never says whether a loss is covered. Those calls go to licensed staff. to build, then $149 a month to run. No per-minute surprises.From $390Live in 5 to 7 days
Onboarding AutomationRequest the documents a quote needs, such as the current declarations page or a driver list, remind the client and show the account manager what has arrived. The same sequence sends renewal reminders on the dates you set. A licensed agent reviews every document, recommends coverage and binds. One-time deployment with delivered source and 30 days of production support.From $190Live in 5 to 7 days
Support AgentSort policy service email, such as address changes, certificate requests and billing questions, draft replies to routine ones from answers the agency approved and route the rest with the policy attached. Coverage questions, changes that need a licensed person and complaints go to staff. Every draft waits in the approval queue. One-time deployment with delivered source and 30 days of production support.From $290Live in 7 to 10 days
Reporting PipelinePrepare the weekly list of renewals coming due, open quote requests and missing documents from the agency management system and the other sources in scope. The principal decides who calls whom and when. One-time deployment with delivered source and 30 days of production support.From $190Live in 5 to 7 days

A new quote request, from the first call to the renewal list

Hypothetical workflow. It shows how the four published systems could support an independent agency. It is not a client deployment or a claim about results.

An evening call about a quoteThe AI receptionist says it is an AI, takes the details you ask for, such as the line of business and the renewal date, and books a call with a licensed agent.A licensed agent adviseshuman owner
Documents for the quoteThe onboarding workflow requests the current declarations page and the other documents on your list, reminds the client and records what arrives.The agent reviews and quoteshuman owner
A policy service emailThe support agent sorts an address change and a certificate request and drafts the routine replies from approved answers.Staff send them or take overhuman owner
A client reports a lossThe receptionist captures first notice of loss with the questions you set, such as what happened, when and where, and alerts the claims contact.Licensed staff handle the claimhuman owner
Renewals coming dueThe weekly report lists renewals in the window you set, the reminders already sent and the documents still missing.The principal sets prioritieshuman owner

Match the bottleneck to the smallest useful system

A workflow belongs in scope only when its inputs, rules, owner and acceptance check can be written down.

Current bottleneckPublished systemWhat stays human
Quote calls reach voicemail after hoursAI ReceptionistCoverage advice and binding
Quotes stall on missing documentsOnboarding AutomationDocument review and the recommendation
The service inbox fills with routine changesSupport AgentChanges that need a licensed person
Renewals surface too late to remarketReporting PipelineWho calls whom and when

AI Search Visibility remains a separate service

These industry workflows cover operations. The visibility audit measures how configured assistants describe the business and is scoped and priced separately.

Review the related visibility audit

Before automating Insurance work

Scope boundaries, current tools, human approval and how to start with one system.

No. It takes details, collects documents, sends reminders and drafts routine replies. Coverage advice, quoting, binding, policy changes that need a licensed person and every claims decision stay with your licensed staff. In the US, selling, soliciting or negotiating insurance requires a state producer license, and your state rules decide what unlicensed staff and tools may say. This page is not legal advice.

The receptionist captures first notice of loss with the questions you set, such as what happened, when, where and the policy number, and passes it to the claims contact at once. It never says whether a loss is covered or what the carrier will pay. Urgent safety matters follow the instructions you write, such as telling the caller to contact emergency services first.

Agency management systems such as Applied Epic, AMS360, HawkSoft or EZLynx differ in the access they allow. AIGROW checks each connector, plus the email and calendars in scope, before the scope is approved. A missing connector can change the price or timeline.

Reminders can go by email, and by text only to clients who agreed to receive texts, in wording the agency approves. The written scope records where that consent is kept and which client data each system reads.

Yes. The same work can run as an AI Operations function on a monthly plan. AIGROW hosts the agents, keeps the review queue and the action logs and sends a weekly report, while your licensed staff handle every exception. The AI Audit is the first paid step: it maps which service tasks agents can take and what that work costs today.

Start with the service inbox.

Book the AI Audit to see which service work agents can take at your agency, or describe the workflow now. AI Operations can then run what is built, with licensed staff on every exception.

Start with the $49 auditSee AI Operations

Starting prices shown · written scope · human controls named