AI for insurance agencies and agentsRenewals followed up.
Service emails by the book.
We set up the AI assistant your agency already uses to work with your CRM, your inbox and your service procedures. It finds the renewals nobody has touched and drafts the follow-up, the service reply and the brief before a review. Your team checks it and sends it.
The weekly jobs, by team. And the package that covers each.
Client service
Customer service packageDraft a reply to this client asking how to add a driver, using our standard steps.Reply to customer emails
What's our process for a certificate request, and who handles it?
Write the handoff note for this coverage question.
Marketing
Marketing packageDraft an email to our auto clients about adding home insurance, with our usual disclaimer.Every draft in your brand voice
Write three versions of our best Facebook ad.Ad variations from your best ad
Renewals and new business
Sales packageSales works from your CRM, such as HubSpot or Salesforce. If your renewals live only in your agency management system, we check on the free call how that fits.
Which renewals in the next 60 days have had no contact?Spot deals about to slip
Draft a follow-up to the business owner I quoted on Tuesday.Follow-up emails after calls
Prep me for my renewal review with this client tomorrow.Prep for every sales call
The agency's books
Finance packageHow did commission income this quarter compare with last year?
How much cash do we have, and what's due this week?Cash flow and runway
We don't answer phones. Here's what we do instead.
Searches for AI for insurance agencies turn up a lot of AI phone answering. We don't answer phones or quote over the phone. We work on what happens around the calls: the renewal list, the follow-up email, the service reply and the brief before a review.
Ask it like a colleague. Get one clear answer.
The apps you already run. No new system to learn.
Many insurance agencies also use agency management systems such as Applied Epic or EZLynx. Those aren't on our list of apps, so rather than promise anything here, we check how your setup fits on the free call.
App names are trademarks of their owners. Figure Hawk is not affiliated with any of them.
What to keep human. Clients buy insurance from people they trust.
What a client should buy, which limits fit, whether a loss is likely covered. Your assistant routes the question to the right person; it doesn't give the advice.
A client after a break-in or a car accident needs to hear from someone who knows them.
Rating, discounts and binding coverage stay with your staff, in the systems you already use for them.
Approvals and a record of every request help you keep to your own procedures. Check what your regulators and carriers expect before you start.
Set up for you. Usually in a week or two.
- 01A free callThirty minutes on how your week runs. You keep the shortlist either way.
- 02A plan you signWhat your assistant will do, who can ask for what and what always needs a person, with a fixed price in writing. Nothing is built until you sign.
- 03Set up and testedWe connect your apps, teach it your rules and test it on real work with two or three of your people for a week.
- 04Training and careA training session for the team, a tune-up two weeks in, then monthly care, required with every package: your servers maintained with security updates, plus fixes as your apps and rules change.
For an agency we usually start with your service procedures and the CRM where renewals and quotes are tracked. No technical staff needed: one person who knows how work flows, plus logins to your apps. Not sure where to start? The free AI audit maps your week first.
See every stepCommon questions. Straight answers.
What AI tools are useful for an insurance agency?
Ones that work inside the apps your agency already runs, not another login. We set up the AI assistant your team uses, such as ChatGPT, Claude, Copilot or Gemini, to work with your CRM, inbox and procedures, so it drafts follow-ups and service replies from your own information.
Can AI follow up on renewals for my agents?
It can find renewals with no recent contact and draft the follow-up in your agents' style. An agent reviews and sends each one. This works best when renewals are tracked in a CRM; if they're only in your agency system, we check the fit on the free call.
Will it give clients coverage advice?
No. Coverage questions are set up to go to the right person on your team, with a handoff note so the client doesn't have to repeat themselves. Your assistant handles routine wording; your agents give the advice.
Does it work with Applied Epic or EZLynx?
They aren't on our list of apps, so we won't promise it. Many agencies also run a CRM, inbox and shared drive that we do work with. On the free call we look at your setup and tell you plainly what fits.