Insurance
AI automation and custom software for insurers and agencies
Insurers and agencies are drowning in manual quoting, claims data entry, and fragmented CRM workflows. We build AI-powered automation and custom tools that cut processing time so your team can focus on clients instead of spreadsheets.
The problem
Where insurance businesses get stuck
- Manual data entry for quotes, policies, and claims
- Lead qualification takes too long — competitors call first
- Fragmented systems that don't talk to each other
- High call volume with repetitive FAQ questions
- CRM that doesn't match the insurance sales workflow
Our solutions
What we build for insurance companies
- AI voice agents for inbound lead qualification
- AI-powered document extraction for claims and policy forms
- Custom CRM built around the insurance sales pipeline
- Quote generation and policy management tools
- Lead scoring and routing automation
FAQ
Common questions
Can an AI voice agent handle insurance lead qualification calls?
Yes. AI voice agents are well-suited for structured qualification flows: collecting coverage type, location, vehicle or property details, current insurer, and budget. The agent qualifies and scores the lead in real time, then either books a callback with an agent or routes to a live rep for high-value opportunities.
Can you extract data from insurance documents automatically?
Yes. We build document extraction pipelines that process policy forms, claims documents, and quotes using LLMs. Accuracy typically exceeds 95% for structured documents, with low-confidence extractions routed to a human review queue.
How does a custom insurance CRM differ from HubSpot?
HubSpot is built for general B2B sales. Insurance workflows — multi-carrier quoting, policy renewal tracking, claims status, commission management — require a data model HubSpot cannot express without heavy customisation. A purpose-built system often has a better ROI within 18 months of licensing costs.
Relevant services
Ready to talk?
Book a free 30-minute call and let's see how we can help your insurance business.
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