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
Insurance agency office
78%
of insurance shoppers call an agency after searching online
Invoca
85%
of callers who reach voicemail will never call back
Forbes via SellCell
47 hrs
average insurance agency lead response time
VanillaSoft
91%
retention rate on bundled policies vs. 67% for single-line
Agency Performance Partners

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 gets forgotten
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. Capture every lead.

01
We configure your system
We connect to your agency phone line and configure your AI with your coverage types, quoting process, and office hours. We set up responses for quote requests, claims inquiries, and policy questions. Live in under 48 hours — no tech skills needed.
02
Every missed call gets a text
When a call goes unanswered, the caller gets a friendly, immediate text. Your AI Sidekick asks about coverage type, current carrier, and timeline — then books a consultation on your calendar automatically.
03
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. Every lead gets a follow-up.

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 Forbes via SellCell. Response time data from VanillaSoft. Retention and lifetime value from Agency Performance Partners. Text engagement rates from Gartner.

Pricing

One plan. Everything included.

Monthly Annual Save 33%
$397 /month
$500 one-time setup
  • AI voice receptionist — no more missed calls or voicemail?Answers every call 24/7, handles multiple calls at once, books appointments, and transfers to you when needed. No caller ever hits voicemail again.
  • Two-way SMS — customers text in and book instantly?Customers text your business number anytime. AI responds instantly, answers questions, and books appointments — no staff needed.
  • Handles multiple calls at once — no busy signals, ever?Your AI receptionist handles unlimited concurrent calls. Even if 10 customers call at the same time, every single one gets answered immediately.
  • AI website chatbot — turns site visitors into booked appointments?A chat widget on your website that answers questions about your services, pricing, and hours — and books the appointment before the visitor leaves.
  • Online booking calendar?Customers book directly into your schedule. Syncs with Google Calendar or Outlook.
  • Automated appointment reminders?Automatic text and email reminders before appointments so customers don’t no-show.
  • Automated lead follow-up — no lead forgotten, ever?Leads get automatic text follow-ups until they book or opt out. No more forgetting to call someone back.
  • Google review automation — build your reputation without asking?After every completed job, the system texts your customer a link to leave a Google review. You never have to ask in person.
  • Lead pipeline & CRM?See every lead, conversation, and booked job in one dashboard. Know exactly where each customer stands.
  • Spanish language support?Your AI Sidekick handles calls and texts in both English and Spanish.
  • Reporting dashboard?Log in anytime to see your calls, texts, bookings, and leads in real time.
Book a Demo

No contracts — cancel anytime

Insurance-Specific Questions

You're probably wondering.

AI Sidekick does not provide quotes, bind coverage, or give policy advice — it handles intake only, capturing contact information, asking qualifying questions, and scheduling appointments. All coverage discussions happen between you and the client. Insurance regulations vary by state, so we recommend confirming with your compliance team that automated text-back and intake tools meet your state's requirements.
AI Sidekick doesn't directly integrate with Applied Epic, Hawksoft, EZLynx, or other AMS platforms. It handles two-way SMS, lead qualification, and appointment booking separately. Your team logs qualified leads into your AMS as usual. We can connect via Zapier or Make to push new lead data automatically.
We customize every response for insurance agencies specifically. AI Sidekick 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.
Your AI Sidekick 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.
Yes. We configure AI Sidekick with different question flows for personal lines (auto, home, renters, umbrella) and commercial lines (general liability, commercial property, workers' comp, BOP). Based on the coverage type the prospect describes, the system tags the lead and notifies the appropriate agent on your team.
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.