Insurance

AI Sales Agent for Insurance Agencies

Insurance shoppers buy from whoever answers first. Agenis contacts every lead within minutes by phone and SMS, gathers the details your quote needs, and books policy reviews — with TCPA consent and opt-out handling baked in.

Why insurance teams lose deals today

Comparison shoppers request quotes from five agents; the fastest one wins.
Renewals and cross-sell opportunities slip because producers are quoting new business.
TCPA rules make aggressive phone follow-up feel legally risky to run at scale.

What Agenis runs for you

Speed-to-quote outreach

New auto, home, and life leads get a call and text within minutes, capturing the info a producer needs to quote fast.

Renewal and rewrite reminders

Policyholders nearing renewal get proactive outreach to review coverage before they shop the market.

Cross-sell campaigns

Single-line customers are contacted about bundling home, auto, or umbrella coverage with a booked review.

Aged-lead reactivation

Old marketplace leads get a compliant re-engagement sequence that surfaces shoppers who are ready now.

Every channel, one AI agent

Voice calls, email, SMS, and WhatsApp coordinated in one sequence — with consent tracking, quiet hours, and instant opt-out built in.

AI voice calls Personalized email SMS & WhatsApp

Frequently asked questions

Is the outreach TCPA-compliant?

Agenis enforces consent capture, quiet-hours rules, and one-click opt-outs, and logs every contact — giving your agency the controls and records needed to run phone and SMS outreach responsibly.

Can it collect the details needed to quote?

Yes. You define the intake questions per line — vehicles, drivers, property details, coverage goals — and Agenis gathers them so producers open the file quote-ready.

Will it work across multiple lead vendors?

Yes. Connect webhooks or import CSVs from any marketplace or lead source; each lead is tagged so you can compare cost-per-bind by vendor.

Put an AI sales team to work for your insurance business

No credit card required to start.

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