AI-Agents for Insurance Agents working with Keap
Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
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 toolsSend introduced prospects a first note with the referral in view.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
9 tools
