AI-Agents for Insurance Agents in Customer Messaging working with Keap
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Schedule policyholder appointments and confirm changes by email.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
29 toolsEmail referred prospects about their coverage need and log the introduction.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
20 toolsSend policyholders a birthday email and track who received one.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
20 toolsFollow up on coverage opportunities with the last prospect email in view.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsFollow up on coverage inquiries with an invitation to talk.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 tools
