Built for P&C agents, life advisors, and benefits brokers who spend hours on quotes, policy reviews, and client follow-ups. Turn a 30-minute client call into complete documentation in 5 minutes.
You finish a 30-minute client call. AI generates the complete quote summary, coverage recommendations, and proposal email — all in your agency's voice, ready to review and send. No more 2-hour quote prep.
Dictate the call while it's fresh. AI extracts vehicles, drivers, coverage needs, and builds a formatted quote summary with line-item breakdowns — ready for your management system.
"Sarah, 34, married, 2 cars (2019 Honda Accord, 2021 Toyota Highlander), home in 78759, wants higher liability, mentions pool, dog is golden retriever, no bite history"
"Auto Package: 2 vehicles, 100/300/100 liability. Home: $425K dwelling, $50K personal property, $300K liability. Pool coverage included. Dog: No exclusion (retriever, no history). Total: $2,847/year."
Review existing policies. AI generates client-friendly summaries that highlight what's covered, what's missing, and recommended endorsements — positioning you as the advisor, not just the salesperson.
"Current: $250K dwelling, $25K contents, $100K liability. Gap identified: Contents underinsured by ~$35K for your neighborhood. Recommended: Increase to $60K, add sewer backup ($45/year)."
AI drafts personalized renewal letters explaining rate changes, market conditions, and options — in conversational language that reduces churn and positions you as their long-term advisor.
"Hi John — your auto policy renews March 1. Rate increased $18/month due to Texas rate filings (not your driving). I've locked in a 12-month rate guarantee. Want to review coverage? 10 minutes, my office or Zoom."
Client reports a claim at 8pm. You record their description. AI generates the incident summary, coverage verification, and adjuster briefing — ready for first notice of loss.
"FNOL: Water damage, 2nd floor bath. Client noticed leak 3/15 around 6pm. Source: Shower pan. Affected: Master bath floor, ceiling below. Coverage: HO-3, water damage covered (not flood). Deductible: $2,500. Photos requested."
Your website has a chatbot that qualifies leads, captures risk details, and generates preliminary quotes automatically. Qualified prospects book appointments directly on your calendar. You wake up to pre-qualified leads ready to bind.
Prospects enter basic info (zip, vehicles, home type). AI generates preliminary quotes and coverage recommendations — captured as leads for your follow-up.
Visitor enters: 78759, 2018 BMW X3, townhome, wants full coverage → AI quote: "$1,847-$2,340/year range" → Captures email → Books consultation → You get qualified lead with details
Website visitors answer 5-6 questions. AI scores them (ready to buy, shopping, just looking) and routes hot leads to your phone immediately.
Bot: "When does your current policy renew?" → "Next month" = Hot lead → Text alert to you with summary: "Mike, 78759, renews April 15, wants to compare, phone captured"
AI monitors upcoming renewals. Automatically sends 90-day, 60-day, and 30-day touch emails with rate context and review offers — keeping you top-of-mind before they shop.
"Hi Sarah — your home policy renews in 60 days. Texas home rates up 8% on average. I've already reviewed your coverage (no gaps). Want to lock in early? Reply here or book: [calendar link]"
AI analyzes your book of business and flags cross-sell opportunities — auto clients without home, home clients without umbrella, commercial clients without cyber. Generates personalized outreach.
"Alert: 23 auto-only clients in 78759 zip. Home values up 15% this year. Generate cross-sell campaign: 'Home values are up — are you protected?'"
You write home, auto, and commercial. You juggle 15+ quotes a week. You need documentation that doesn't take 2 hours per client.
You do discovery calls, needs analysis, and illustrations. You need to turn conversations into proposals that clients actually understand and act on.
You serve business clients with 5-50 employees. You need renewal summaries, enrollment guides, and comparison documents that HR teams can actually use.
The core curriculum is AI 101 (document automation) and AI 201 (building tools). The insurance track applies it to your actual quotes, policy reviews, and renewals. Bring your laptop and notes from a recent client call.
Yes. You'll learn to generate quote comparisons, policy summaries, and coverage explanations that normally take 30-45 minutes each.
The course teaches you to verify AI output and set up private workflows where client data stays local.
Both. P&C agents use AI for quotes, claims summaries, and renewal letters. Life agents use it for needs analysis, policy illustrations, and client communications.
Yes. You'll build workflows for claims summaries, coverage confirmations, and settlement letters.
AI can draft personalized renewal letters, cross-sell recommendations, and coverage gap analyses from your existing client data.
If you need an AI workforce built for your business — not just a Saturday workshop — our consulting team designs, deploys, and runs custom AI agents tailored to your workflows. Same start: a one-hour diagnostic call.