Super Intelligence (SI) chatbots for insurance agencies

Instant, accurate answers for every customer, any hour of the day. SI chatbots set up for insurance agencies, connected to AgencyZoom, HawkSoft or EZLynx, and run for a flat monthly fee.

The time you get back

Typical weekly savings for insurance agents using SI automation.

  • Calling new quote leads7 2.5 hrs a week
  • Renewal review outreach4 1.5 hrs a week
  • Service requests in the inbox5 2 hrs a week
  • Collecting dec pages and documents3 1 hr a week
  • Cross-sell campaigns2 0.5 hrs a week

How it works

  1. We load your real answers

    We train the assistant on your services, price ranges, hours, policies and the questions clients actually ask, then write handoff rules for anything it shouldn’t answer.

  2. A prospect asks a question

    Something like “Can you beat my current auto premium?” gets a clear answer in seconds, on your website, Facebook, Instagram or by text.

  3. It qualifies and books

    When the prospect is ready, it collects their details and what they need, then offers open quote review times from your calendar.

  4. Your team gets the summary

    A short transcript lands in AgencyZoom, HawkSoft or EZLynx, or your inbox, so nobody asks the same questions twice.

  5. We review it every month

    We read flagged conversations, fix weak answers and add new ones as your clients ask new things.

At a glance

Typical time saved
5–12 hours a week
Time to launch
2–3 weeks
Connects to
AgencyZoom, HawkSoft or EZLynx

Your customers want answers now, on whatever channel they’re using: hours, prices, service area, insurance, availability. We build a chatbot trained only on your approved answers, put it on your website, Facebook, Instagram and text line, and have it hand off to a person the moment a question goes beyond what it knows.

Ground rules

The assistant gathers quote details but never binds coverage or interprets a policy. Licensed agents do that.

It won’t invent answers. If something isn’t in its approved content, it says so and passes the conversation to your team.

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 it in the free audit before you pay anything.

Will it sound like a robot?

It writes in short, plain sentences in the tone you choose. We test it against real questions from your inbox before launch, and you approve the answers.

What happens when it doesn’t know?

It says it will get a person, collects contact details, and alerts whoever you choose by text, email or Slack.

Related

More for insurance agencies

SI chatbots in other industries

See where your week goes

Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.

Book a free audit