Insurance · Independent agencies, brokers, and MGAs
Insurance lead response automation: every lead answered in under a minute, including the ones that arrive at midnight.
The lead you called back on Monday bought from whoever replied on Friday night.
Most agencies lose deals they never knew they were in. A web quote request sits until someone opens the inbox, the prospect has already been contacted by three competitors, and the one who answered first wins. Intake automation acknowledges the lead in seconds, collects what the producer needs to quote, and puts a qualified, fully-documented prospect in the CRM before the coffee's made.
Instant acknowledgement, every channel
Web form, text, WhatsApp, or a missed call — the prospect gets a real response in under a minute, at any hour, in their language.
Quote-ready intake
Collects the fields your producers actually need — vehicle, property, current carrier, renewal date — so the first human touch is a quote, not a questionnaire.
Renewal and cross-sell prompts
Inbound-first outreach around renewal dates, triggered by your book of business, with consent captured and logged on every contact.
Producer routing
Commercial goes to commercial, personal lines to personal, Spanish to the bilingual producer — by rule, not by whoever grabs it.
Always a human
Things we keep away from automation in this vertical, by design rather than by accident:
- Binding coverage or confirming a policy is in force
- Any coverage advice — the system quotes, it does not advise
- Claims conversations beyond first notice of loss intake
Calculator
Insurance Lead Response Cost Calculator
How much commission is walking out the door because leads wait.
Additional commission per year
$16,038
- Additional policies closed per month
- 3
- Additional commission per month
- $1,337
- Leads currently going cold each month
- 66
- Leads not reached inside the window where they are still deciding.
How this is calculated
Additional closes = leads × share not contacted within 5 minutes × current close rate × relative lift. Commission is first-year only; renewals and cross-sell are excluded, so the annual figure understates lifetime value. Change any assumption above and the result recalculates.
No form to fill in first. Send your volumes and we reply with a worked model.
Questions we get on the first call
Answered before you ask
It collects everything needed to quote and, where your carrier or rater has an API, it can return an indicative figure. It does not bind coverage and it never gives coverage advice. Both of those stay with a licensed producer, and the system is built to make that handover fast and fully documented rather than to replace it.
Same framework, other verticals
Healthcare
A missed appointment costs the same as a kept one. It just pays nothing.
Patient No-Show Cost CalculatorLogistics
Your best dispatcher spends half the shift being a tracking page with a voice.
Dispatcher Time CalculatorSupport
Half your queue is the same twelve questions. The other half deserves the agents you're wasting on the first half.
Support Ticket Cost CalculatorOr read the full Capture → Understand → Act → Escalate → Report framework.
