Super Intelligence (SI) automation for insurance agencies
Give your team hours back every week, from renewal reminders and cross-sell campaigns to instant answers for clients day and night, all connected to AgencyZoom, HawkSoft or EZLynx.
- Calling new quote leads
72.5 - Renewal review outreach
41.5 - Service requests in the inbox
52 - Collecting dec pages and documents
31 - Cross-sell campaigns
20.5 - Carrier quoting5
Where SI saves time
Typical weekly time savings for insurance agents.
- Calling new quote leads
72.5 hrs a week - Renewal review outreach
41.5 hrs a week - Service requests in the inbox
52 hrs a week - Collecting dec pages and documents
31 hr a week - Cross-sell campaigns
20.5 hrs a week
What we build for insurance agents
SI chatbots for insurance agencies
Website, text and social chat that answers questions, qualifies leads and books appointments around the clock.
SI receptionist for insurance agencies
A voice agent that answers when your team is busy, books appointments, and follows up by text in seconds.
Lead follow-up for insurance agencies
Instant, personal replies and well-timed follow-up for every lead from every source.
CRM automation for insurance agencies
A pipeline that updates itself: records, tasks, stage changes and clean-up handled automatically.
Appointment booking and reminders for insurance agencies
Online booking, smart reminders, intake forms and waitlist refills that keep your calendar full.
Workflow automation for insurance agencies
Your tools connected and automated end to end, with SI steps that read, sort and draft.
Also available
Ground rules
The assistant gathers quote details but never binds coverage or interprets a policy. Licensed agents do that.
Playbooks that fit
Five-minute lead response
Be the first business to reply, every time, with a helpful, personal response in under a minute.
Full-calendar reminders
Smart reminders and instant waitlist refills keep every slot on your calendar full.
Review request engine
Every happy customer gets a perfectly timed invitation to share their experience.
Questions
Will it work with AgencyZoom, HawkSoft or EZLynx?
In most cases, yes. If your software has an API or a Zapier or Make connector, we connect directly. If not, we use email parsing or a synced calendar. We confirm this in the free audit before you pay anything.
What do insurance agents usually automate first?
Most start with whatever wins revenue fastest, usually instant replies and after-hours call answering for new clients, then move to renewal reminders and cross-sell campaigns.
How is our data handled?
The assistant gathers quote details but never binds coverage or interprets a policy. Licensed agents do that.
See what insurance agents can automate
Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.