84% of Your Quotes Never Convert. Your Producers Are Selling. Nobody Is Following Up.
Your producers are on the phone selling. Your CSR is buried in cert requests, renewals, and billing questions. New leads call, hit voicemail, and move on. AI handles the back office so your people can focus on what actually pays — writing new business.
200+ appointments and an estimated $60–100K in revenue for The Grout Medic, Naperville. 90-day results guarantee. No contracts.
Sound familiar?
84% of Your Quotes Die Because Nobody Follows Up Fast Enough
Insurance has the highest quote abandonment rate of any industry. A prospect gets a quote on Monday, does not hear back by Tuesday, and binds with the next agent who calls. Speed to lead increases conversion by 391%. Your team is too busy to respond within 5 minutes.
Your Staff Spends All Day on Things That Do Not Require a License
Cert requests, billing questions, ID card replacements, renewal notices — non-revenue tasks that consume 80% of your CSR's day. Top producers spend 2-3 hours daily on data entry instead of selling. The service-to-sales ratio is completely out of whack.
Renewals Take 45 Minutes Each and You Cannot Touch All of Them
Manual renewal processing — re-marketing, client outreach, follow-up — takes 45 minutes per renewal. Your retention rate sits at 84% when top agencies hit 93-95%. The gap is not effort, it is capacity. You cannot personally reach every renewal before it lapses.
AEP Hits and You Cannot Hire Fast Enough to Handle It
October 15 arrives. Call volume spikes 400%. You need to schedule 300+ client reviews in 7 weeks. Seasonal hires take weeks to train and leave in December. Every year is the same chaos — and every year you lose clients who could not get through.
Your AI team, not just a receptionist
We build, deploy, and manage a full AI team for your insurance agencies business. Calls, admin, paperwork, follow-up, and reporting — all handled.
AI Receptionist
Answers every call 24/7, qualifies leads, and books appointments into your calendar.
AI Office Manager
Estimates, proposals, invoices, and intake forms generated automatically.
AI Marketing Manager
Follow-up sequences, Google reviews, and reactivation campaigns on autopilot.
AI Dispatcher
Routes techs by location and skill, handles emergency dispatch, sends customer ETAs.
AI Analyst
Call analytics, lead source tracking, conversion rates, and weekly performance reports.
AI Customer Care
Post-service follow-up, satisfaction surveys, referral requests, and retention campaigns.
Front office: how AI handles your insurance agencies calls
Not a generic chatbot. An AI trained on how insurance agencies businesses actually operate.
Every Call Answered, Even When Your Team Is Selling
AI picks up every call within seconds — new leads, service calls, billing questions, and renewals — so your producers never have to choose between writing new business and answering the phone.
Instant Quote Follow-Up Before They Buy Somewhere Else
The moment a quote goes out, AI starts a follow-up sequence — text, email, and call attempts over 5 days. Prospects who do not respond get re-engaged at 30 and 60 days. 60-80% of policies are sold more than 60 days after first contact.
New Business Intake That Qualifies and Routes
AI handles first-contact with new prospects — gathers coverage needs, lines of business, current carrier, and expiration dates. Your producers receive a qualified lead packet, not a raw message.
AEP Appointment Scheduling on Autopilot
AI contacts your entire Medicare book in September, schedules annual review appointments, sends confirmation reminders, and follows up on no-shows. You walk into October with a full calendar instead of a panic.
After-Hours Coverage for Leads That Come In at Night
47% of insurance inquiries happen outside business hours. AI answers those calls, gathers prospect information, and schedules a callback or appointment. Monday morning has leads ready, not voicemails to sort through.
“"Thank you for calling Riverside Insurance Group. How can I help you today?" The caller says they are shopping auto and home and just bought a house. "Congratulations on the new home — great time to bundle. Let me get some quick information so we can pull together accurate quotes. What is the address of the new property? And how many vehicles are we covering? Perfect. I am going to schedule you with one of our personal lines advisors — they can usually get bundle quotes back same day. Does tomorrow at 10 AM or 2 PM work better?"”
Back office: admin, paperwork, and follow-up on autopilot
The busywork that eats your day — estimates, follow-ups, data entry, reviews — handled by AI so your team focuses on the work that actually makes money.
Policy Renewal Automation — Touch 100% of Your Book
AI contacts every renewing client 60, 30, and 14 days before expiration — checking in, confirming coverage still fits, and scheduling reviews for anyone who needs one. Retention jumped from 78% to 91% for agencies that automate this. You stop losing clients who simply fell through the cracks.
Certificate of Insurance Requests — Same Day, Every Time
Cert requests are the bane of every commercial agency. AI receives the request, pulls the policy data, generates the certificate, and emails it — without your CSR touching it. 15-20 cert requests a day handled automatically.
Quote Follow-Up Sequences — 5 Touches, Zero Manual Work
Every quoted prospect gets a structured follow-up: call at 1 hour, text at 24 hours, email at 3 days, call at 7 days, re-engagement at 30 days. Conversion rates double when follow-up is this systematic. Your producers never have to remember who to call.
Cross-Sell and Bundle Campaigns
Single-policy clients have 67% retention. Bundle them to auto and home and retention jumps to 91%. AI identifies mono-line clients and runs targeted campaigns — 'We noticed your homeowners is up in 60 days. Want us to quote it so you can bundle and save?' Handled automatically on a schedule you set.
Claims Intake and First Notice of Loss
When a client calls to report a claim, AI gathers all required first-notice-of-loss details, logs them in your AMS, notifies the assigned CSR, and provides the client with next steps. No dropped balls on the highest-stress interactions your clients have.
Underwriting Document Collection
New commercial accounts need loss runs, financials, schedules, and applications. AI sends clients a structured document request, tracks what is outstanding, and follows up until the submission package is complete. Your underwriters receive complete files.
Lapse Prevention and Win-Back Campaigns
AI identifies clients who have not renewed, sends re-engagement sequences at 7, 14, and 30 days post-lapse, and routes warm responders to a producer. Win back 10-15% of lapsed clients who would have been gone forever.
Works with the tools you already use
The math speaks for itself
Without AI:
A single missed insurance call costs $1,547 in immediate revenue and $10,829 in lifetime value. Small agencies miss 74% of calls. At an average of 20 missed calls per week, that is $1.1M in lifetime value walking out the door annually — before you count lapsed renewals and unworked quotes.
With Explained Consulting:
Our managed AI answers every call, works every quote, automates every renewal touchpoint, and handles the cert requests and service work that consumes your team. Most agencies recapture more in new business and retention in the first 90 days than they pay for the full year of service.
Live in 48 hours. Three steps.
1. We set it up
Tell us about your business, your workflows, and your biggest time sinks. We configure your AI team — calls, admin, follow-up, everything.
2. Go live
Forward your calls, connect your CRM, and turn on automation. Keep your existing phone number and tools.
3. We manage it
We monitor, tune, and improve your AI weekly. You get reports on calls handled, leads captured, admin hours saved, and revenue recovered.
Frequently asked questions
Managed AI Team vs. the Alternatives
| Explained AI | Answering Service | DIY AI Tools | |
|---|---|---|---|
| Call answering | 24/7, unlimited | Limited hours | You configure it |
| Admin automation | Estimates, follow-up, reviews | None | Some, manual setup |
| Lead qualification | AI scores and routes | Takes a message | Basic forms |
| CRM + tools sync | Built in | Email summaries | You build it |
| Setup + management | Done for you | You write the script | Fully self-serve |
| Cost | $995-$2,995/mo | $800-$2,500/mo | $29-$199/mo + your time |
Stop losing time, leads, and revenue
Book a free 15-minute call. We'll map your biggest time sinks and show you exactly what AI can take off your plate this month.
90-day results guarantee. No contracts. Cancel anytime.
Built by a former Fortune 500 tech exec, now serving local service businesses.