AI that calls, follows up and re-engages every insurance lead — automatically.
We build AI voice agents and follow-up automation for insurance agencies and brokers — placing renewal and re-engagement calls, nurturing cold quotes with smart SMS, and pulling a licensed human in only when it counts.
Insurance runs on follow-up, and follow-up is exactly what gets dropped. Quotes go cold, renewals slip, and every missed touch is premium walking out the door — in a business where acquiring a customer is expensive, that's costly.
We've built this: PolicyPulse is a full AI insurance platform where voice agents place renewal and re-engagement calls and smart SMS sequences nurture cold quotes, looping an agent in only when a human is genuinely needed.
Bring us your book and your workflow and we'll automate the repetitive outreach — so your producers spend their time closing, not chasing.
What you get
Renewal & re-engagement calls
AI voice agents proactively call to confirm renewals and revive lapsed or cold policyholders.
Quote follow-up automation
Smart SMS and call sequences nurture cold quotes until they convert or opt out — no lead left behind.
AI receptionist for agencies
Answer every inbound call 24/7, route to the right producer, and capture details after hours.
Lead qualification & intake
Capture, qualify and route new leads, and pre-fill the data your producers need before they call.
AMS & CRM integration
Logs every interaction to your agency management system or CRM so nothing slips through.
Human handoff & compliance
Warm-transfers to a licensed agent when required, with logging and consent handling built in.
How we work
STEP 01Discovery & book review
We map your lines, renewal cycles, quote flow and the systems the AI must touch.
STEP 02Design & scripting
We write the call and SMS flows to your voice, compliance rules and escalation points.
STEP 03Build & integrate
We connect telephony, your AMS/CRM and calendars, and stand up a test line you can call.
STEP 04Launch
You validate it on real scenarios; we point your outreach at it with safe fallbacks.
STEP 05Optimize
We review transcripts and outcomes and tune toward more bound policies over time.
Tech we build with
Who we build for
Proof — related work
Frequently asked questions
Have you actually built insurance AI before?
Yes — PolicyPulse is a production AI insurance platform with voice agents for renewal and re-engagement calls plus smart SMS nurture for cold quotes. See it below.
Will an AI agent stay compliant?
We design for it — consent handling, disclosures, call logging, and a warm handoff to a licensed human whenever a conversation requires one. We scope the AI to the tasks it should do.
Does it integrate with my AMS or CRM?
Yes — every call and text is logged to your agency management system or CRM, and the AI works from your real data rather than a separate silo.
What does it cost?
Most engagements start in the low five figures depending on call volume and integrations. We scope a fixed price after a short discovery call.
Can it handle inbound and outbound?
Both — inbound answering and routing 24/7, plus outbound renewal, re-engagement and quote-follow-up campaigns on your schedule.
How fast can we launch?
A focused use case (e.g. renewal calls) typically launches in 3–5 weeks. We ship iteratively so you see results early.
Do we own it?
Yes — we build on your accounts and infrastructure where possible and hand everything over. No lock-in.
Let's talk about your project.
Tell us what you're building. We'll come back within 24 hours with a plan, a timeline, and a number.
Start your project