AI Sidekick for Insurance

That quote request went to voicemail. So did the premium.

78% of insurance shoppers call after searching online — and most won't leave a message if nobody picks up. AI Sidekick texts back instantly, captures policy details, and books appointments around the clock so you never lose a prospect to a competitor who answered first.

Get a Free Consultation See the Math

Sound familiar?

You're with a client. The phone keeps ringing.

You can't pick up every call when you're quoting coverage, handling a claim, or meeting with an underwriter. But every unanswered call is a prospect who's already requesting a quote from the next agency on their list.

Monday, 6:45 PM

Quote request after office hours

A homeowner just closed on a new house and needs a policy bound by Friday. They call your office at 6:45 PM. Nobody answers. They call the next agency on Google.

With AI Sidekick: Instant text captures property details, coverage needs, and closing date. You arrive Monday morning with a warm lead ready to quote.

Wednesday, 2:15 PM

Renewal follow-up slips through the cracks

A client's auto policy renews in 10 days. You meant to call about bundling their home insurance. Got buried in claims. They get a cheaper rate from a competitor's mailer.

With AI Sidekick: Automated renewal outreach at 30, 14, and 7 days out. The client texts back asking about a bundle discount. You close a multi-policy account.

Thursday, 11:30 AM

Three calls come in during a client meeting

You're sitting across the desk reviewing a commercial policy. Your phone lights up three times in 20 minutes. All three go to voicemail. None leave a message.

With AI Sidekick: All three callers get an immediate text. Two schedule quote appointments, one asks about filing a claim. You handle everything after your meeting.

How it works

Set it up once. Never lose a lead again.

We configure your system

We connect to your agency phone line and customize every message to match your brand voice. We set up responses for quote requests, claims inquiries, and policy questions. Live in under 48 hours — no tech skills needed.

Every missed call gets a text

When a call goes unanswered, the caller gets a friendly, immediate text. The AI asks about coverage type, current carrier, and timeline — then books a consultation on your calendar automatically.

Quotes and renewals get followed up

Every pending quote gets an automated follow-up sequence. Renewal reminders go out on schedule. After binding a policy, clients are prompted to leave a Google review. Nothing falls through the cracks.

The math

What missed calls are really costing your agency.

Without AI Sidekick

Missed calls per month (avg)35

Callers who don't leave voicemail85%

Lost prospects per month30

Avg annual premium per policy$1,800

Close rate on reached leads~25%

Avg client lifetime (years)7

Lifetime value lost per month$94,500

With AI Sidekick

Missed calls recovered by text-back35

Leads who engage via text65%

Recovered prospects per month23

Avg annual premium per policy$1,800

Close rate with follow-up~30%

Avg client lifetime (years)7

Lifetime value recovered per month+$86,940

Sources: Phone search behavior from Invoca. Voicemail stat from Eden. Response time data from VanillaSoft. Retention and lifetime value from Agency Performance Partners. Text engagement rates from Eden.

Pricing

One plan. Everything included.

The Autopilot Package

$399 /month

$1,500 one-time setup

Missed call text-back (24/7/365)
AI-powered quote request intake via text
Automated follow-up on pending quotes at day 2, 5, and 10
Policy renewal reminder sequences (30, 14, 7 days out)
Google review requests after every policy binding
AI receptionist for after-hours and overflow calls
Custom message templates matching your agency voice
Monthly performance report
No contracts — cancel anytime

Get Started

Insurance-Specific Questions

You're probably wondering.

Yes. AI Sidekick does not provide quotes, bind coverage, or give policy advice. It acts as your front desk — capturing contact information, asking qualifying questions, and scheduling appointments. All coverage discussions happen between you and the client. No sensitive policy data is stored in the system.

AI Sidekick works alongside your existing AMS — whether you use Applied Epic, Hawksoft, EZLynx, or anything else. We don't replace your management system. We fill the gap before a lead makes it into your pipeline, so no prospect slips through the cracks before you can log them.

We customize every response for insurance agencies specifically. The AI asks the right qualifying questions — coverage type needed, current carrier, policy renewal date, number of vehicles or properties. It doesn't guess at coverage or pricing. It gathers what you need to prepare a quote before the prospect even walks in.

The AI identifies urgent situations — active claims, accidents, property damage — and can immediately escalate by texting or calling your designated team member directly. You set the rules for what gets escalated and to whom. Routine inquiries stay in the automated flow.

Absolutely. We configure separate conversation flows for personal lines (auto, home, renters, umbrella) and commercial lines (general liability, commercial property, workers' comp, BOP). The AI routes each inquiry to the right agent or team based on the type of coverage requested.

Small agencies are where this makes the biggest impact. You don't have a call center or dedicated receptionist. If you're missing even 10 calls a month and the average policy is worth $1,800/year over a 7-year client lifetime, that's $12,600 in lifetime value per lost prospect. The system pays for itself with a single recovered client.

Ready to stop losing policies to voicemail?

Tell us about your insurance agency and we'll show you exactly how many prospects you're losing — and how to win them back.