AI Employees for Insurance Agencies.
Renewals are slipping because no one has time to make the calls. Quote requests sit unanswered. Policy questions eat 30% of every agent's day.
$ xivg agent industry --daily-stats
Industry: insurance | Status: active
Agent: active | Role: Insurance CSR
Renewals contacted: 58 | Quotes requested: 22
Policy questions answered: 41
Cross-sell opportunities flagged: 13
Claims guidance calls handled: 17
Renewal pipeline current. No quote left sitting. Agents selling, not answering phones.
A Day in the Life
Here is what your AI employee does in a typical 24-hour period. Every single day. No days off.
Sends renewal outreach to all policies expiring in the next 30 days. Tracks who responds.
Handles morning call volume for policy questions. Routes complex coverage questions to licensed agents.
Contacts new quote requests from the previous day. Collects information and schedules quote calls.
Follows up with prospects who requested quotes but have not yet bound coverage.
Processes policy change requests. Sends confirmation and flags changes requiring underwriter review.
Answers billing and payment questions. Routes payment issues to the appropriate team.
Flags cross-sell opportunities based on policyholder life changes. Queues agent outreach.
Provides claims guidance to policyholders who need to file. Routes to carrier claims lines.
Sends renewal reminder follow-ups to non-responsive policyholders.
Agency closes. After-hours calls handled. Emergency claims guidance available around the clock.
Policyholder calls after a fender bender. Gets claims guidance and next-step instructions immediately.
New quote request comes in online. Gets an immediate response with a scheduled call for the morning.
What It Replaces
The math is not complicated. It is just uncomfortable.
Human Agency CSR
Works 40 hrs/week. Can handle one task at a time. Goes home at 5. Your business problems do not.
What It Handles
Every task your AI employee manages, day in and day out. No task too small. No task forgotten.
Renewal Outreach
Contacts every renewing policyholder on schedule. Keeps retention rates high without manual effort.
New Quote Intake
Handles inbound quote requests, collects required information, and schedules agent calls.
Policy Question Handling
Answers coverage, billing, and policy questions so agents stay focused on selling.
Claims Guidance
Walks policyholders through the claims process and routes them to the correct carrier line.
Policy Change Requests
Processes change requests and flags anything that requires underwriter or agent review.
Cross-Sell Flagging
Identifies cross-sell opportunities based on policyholder changes and queues agent outreach.
After-Hours Emergency Routing
Handles after-hours calls and provides emergency claims guidance around the clock.
Follow-Up Sequences
Maintains persistent follow-up with prospects and renewals until a decision is made.
Certificate of Insurance Requests
Processes COI requests from clients and delivers certificates without tying up an agent.
Who It Works For
Business types within this industry that get the most value from an AI employee.
Independent Agencies
Multi-line agencies that need consistent CSR coverage without the overhead of full-time staff.
P&C Agencies
High renewal volume with ongoing policy service needs and proactive cross-sell opportunities.
Life & Health Agencies
Complex client communication across long policy lifecycles with regular check-in requirements.
Commercial Lines Brokers
High-value accounts requiring consistent outreach and renewal attention.
Medicare / Senior Market
Annual enrollment period call surges and year-round beneficiary service needs.
Captive Agent Offices
Single-carrier agents who need full administrative support to maximize sales time.
Ready to stop losing renewals?
Pick a plan and your AI insurance employee starts this week. Setup is handled entirely by our team.
Choose Your PlanPrefer to talk first? Schedule a free call