Your 24/7 AI-powered employee for insurance agents and agencies

Never lose another customer because you missed a call.

InsuranceAI is a 24/7 digital employee for individual insurance agents and agencies. When an opted-in lead’s call goes unanswered, it sends a helpful text and brings the reply into your shared inbox so your team can follow up.

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Good morning, Alex

Here's what's happening today

AL

New leads

24+18%

Follow-ups

86+32%

Policies bound

12+12%

Lead pipeline

This week
MonTueWedThuFriSatSun

AI assistant

Online

“I found 3 new quote requests that need a personal touch. Want me to draft follow-ups?”

Your business at a glanceView dashboard

Made for independent insurance teams

Agent-firstBuilt for growthSimple by designReady when you are
One platform. More possibilities.

Your whole agency, moving in the same direction.

Spend less time switching tools and chasing callbacks. Get one clear view of every lead, conversation, and next step.

01

AI Missed Call Text Back

Text back opted-in callers when your team misses a call, then keep the conversation in your inbox.

02

AI SMS Assistant

Answer opted-in customer texts around the clock with your agency’s configured AI provider and plan limits.

03

AI Website Chatbot

Help website visitors find the right quote form or team contact. Availability follows your plan and AI request limits.

04

Smart CRM

Keep leads, conversations, appointments, and next steps organized in one agency workspace.

05

AI Appointment Booking

Let visitors choose an available consultation time that appears on your agency calendar and in the CRM.

06

Automated Follow-ups

Schedule timely SMS check-ins for leads who opted in. Active SMS plan and Twilio connection are required.

Insurance website studio

136 original, full-page designs

A website that feels like your agency.

Start with one of our featured insurance layouts, preview the whole experience, then make it yours in the website builder.

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Financial Planning & Insurance

Financial Advisor · Clear Path Planning

An advisor-led design for financial planning, retirement questions, and protection choices, with practical guidance and an easy contact path.

Family roadmap · Coverage guide · Quote options

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Medical Insurance

Medical Insurance · Care First

A care-focused medical insurance design with plan information, professional guidance, a coverage chooser, client reviews, and a local map.

Medicare guide · Coverage guide · Quote options

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Life & Legacy Insurance

Life Insurance · Family Legacy

A family-centered life insurance design with benefit education, advisor profiles, client reviews, and clear ways to plan ahead.

Family roadmap · Coverage guide · Quote options

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Auto Insurance

Auto Insurance · Roadwise

A driver-first auto insurance design with vehicle guidance, editable team and review sections, carrier options, and a contact map.

Coverage path · Coverage guide · Quote options

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Auto Insurance

Auto Insurance · Protection Plus

A polished auto insurance design with practical vehicle protection guidance, service details, customer reviews, and clear quote options.

Coverage path · Coverage guide · Quote options

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Health Insurance

Health Insurance · Care Navigator

A calm health coverage experience with a care-focused image hero, benefit highlights, plan comparison, member guidance, and enrollment answers.

Plan finder · Member benefits · Care guidance

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Home & Family Insurance

Home 2 · Family Protection

A photographic family hero followed by a bold coverage story, visual service cards, client perspectives, and a clear quote journey.

Family cover · Home protection · Local advice

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Life & Legacy Insurance

Home 3 · Life & Legacy

An editorial life insurance layout with a personal story, milestone timeline, benefit comparison, advisor profiles, and family-focused resources.

Life milestones · Legacy planning · Advisor story

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Auto Insurance

Home 4 · Auto & Mobility

A motion-led auto design with a driver-first hero, coverage selector, roadside guidance, renewal checklist, and quote form.

Coverage selector · Driver guide · Renewal review

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Business Insurance

Home 5 · Business & Benefits

A modern business landing page with an owner-focused hero, risk profile tiles, employee benefits, practical resources, and an appointment CTA.

Business risks · Team benefits · Owner resources

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Medicare Guidance

Home 6 · Community Medicare

A welcoming Medicare education page with enrollment steps, comparison prompts, helpful articles, advisor appointments, and local support.

Medicare guide · Enrollment steps · Local support

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Independent Insurance Agency

Home 7 · Modern Agency

A polished agency homepage combining a cinematic hero, agency advantages, service pathways, client stories, a resource journal, and contact choices.

Agency story · Coverage paths · Resource journal

A better first impression

A professional website.
Built for you.

Launch a polished insurance website that makes it easy for the right people to find you, trust you, and ask for a quote.

  • ✓Pages designed for your agency and the coverage you offer
  • ✓Quote request forms that send leads right into your CRM
  • ✓Update your content any time, without waiting on a developer
Build your agency website
youragency.com
Fairway Insurance Group

A little more peace of mind.

Independent guidance. Coverage built around what matters to you.

Get a free quote  →
✓

Quote request received

Added to your lead pipeline

Small steps. Real momentum.

From first click to
long-term client.

A simple flow helps every prospect feel looked after, even on your busiest day.

A lead finds you

From your website or a phone call.

AI steps in

A quick response and helpful questions.

You make it personal

Pick up with all the context in hand.

Customer feedback

Feedback from insurance teams.

A few words from people who use InsuranceAI in their agency.

View all feedback
5.0
“InsuranceAI gives our team a clearer view of the conversations that need attention. The lead pipeline is clear, and it takes less effort to see what should happen next. It has been a helpful addition to the way we serve our clients.”
P

Parker Kelly

Agency owner

5.0
“We wanted a simpler way to keep our agency website and follow-up work connected, and this has helped. The lead pipeline is clear, and it takes less effort to see what should happen next. It is a practical fit for the way our team works.”
K

Kendall Bailey

Producer

4.6
“The workspace feels approachable, and it is easier for our team to pick up the next step. The lead pipeline is clear, and it takes less effort to see what should happen next. The overall experience has been positive for our agency so far.”
J

Jordan Hayes

Client service manager

Clear plans, room to grow

The right plan for your next chapter.

Choose the tools your agency needs today. Trial details are shown with each plan.

A favorite for growing teams

Pro

More conversations, smarter follow-ups, less busywork.

$28/ month

7-day free trial included

Start your free trial

No credit card required. Cancel any time.

What’s included

Everything you need, clearly laid out.

10 features
  • AI lead assistant
  • AI website builder
  • Automated follow-ups
  • CRM pipeline
  • Custom domain and SSL
  • MailerLite marketing sync
  • Missed call text-back
  • Twilio SMS
  • Unified inbox
  • WhatsApp messaging

One connected workflow

Every inquiry has a next step
Website inquiry
Shared inbox
Agency follow-up
Good to know

Questions, answered.

A few quick answers about getting started, building your site, and growing with InsuranceAI.

A connected customer journey

From question to follow-up

One shared inbox

Website visitor

“I’d like to learn about coverage.”

Website assistant

Shares helpful next steps and captures the inquiry.

Your agency team

Continues the conversation with context in the inbox.

Every inquiry has a clear next step for your team.
What happens during the 7-day trial?+

You can explore your chosen plan for seven days. No credit card is needed to get started, and you can change plans as your agency grows.

Do I need technical experience to build my website?+

No. The website builder is designed for agents, not developers. Choose a starting point, add your agency details, and publish when you are ready.

Can I keep the clients and workflow I already have?+

Insurance AI is built to fit around the way independent agencies work. You can organize your leads and follow-ups in one place and move at a pace that works for your team.

Can I change plans later?+

Yes. You can move to a different plan as your needs change. Plan features and pricing are clearly shown before you choose.

Need a hand choosing?

Our team can help you find the right place to start.

Talk to our team
Your next chapter starts here

Make room for the work you love.

Give your agency the tools to respond faster, stay connected, and take the next step with confidence.

Start your 7-day free trial

No credit card required · Set up in minutes