AI agent by industry
People buy insurance when they remember they need it, and that window is short. It almost never lines up with office hours.
The real problem, not the generic one.
In insurance brokerage, conversion depends on two things: getting there fast and getting there with complete risk details. The agent covers both. It collects what the advisor needs to quote and books the meeting, without wading into figures only the insurer can give.
The same five questions, answered instantly.
So your team only talks to the people worth talking to.
The part nobody shows in a demo.
No made-up numbers.
Advisors stop spending the first call asking for the license plate, the model and the expiration date. They get the opportunity with the data already loaded and call for the one thing that can't be automated: advising.
What's specific to this industry.
In the diagnostic, we define, line by line, which risk details the advisor needs to quote and which ones can be asked over chat without making people uncomfortable. We also separate out the claims flow, which the agent never touches.
The four setup phases and timelines are on the AI agency page; the method applied across the whole sales function is in our method.
What people ask before hiring us.
Not binding ones. It can explain what makes up a premium and which variables drive it, and it collects all the risk details so the advisor can quote. The number comes from someone who can stand behind it.
It's an immediate escalation. The agent confirms it received the message, collects the minimum details and alerts the team. A claim mishandled by a bot means a lost client and a complaint.
It's one of its best uses. The agent reaches out before the policy expires, confirms whether anything about the risk has changed and schedules the renewal. It's predictable work that today gets done by hand, or doesn't get done at all.
It stays in the agency's CRM under the agency's own data processing policy, with consent captured in the conversation in compliance with Colombia's Law 1581 of 2012.
Same agent, different rules.
The next step
In the diagnostic, we find out whether an AI agent is what your operation needs right now, or whether something else needs fixing first. If it's the latter, we tell you.