01
Automated Websites & Funnels
An agency site that quotes and serves
- Quote request funnels by line
- Policyholder self-service portal
- Certificate requests
- Reviews and referrals
AI automation for insurance agencies
Quote faster, renew more, and handle service without pulling producers off the phone.
Instant quote intake and follow-up, renewal automation, AI policyholder service, claims first-notice workflows, and retention reporting — built for insurance agencies.
< 5 min
Quote intake
+12%
Retention
−55%
Service calls to producers
Typical results across insurance agencies we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your agency every week
Next day01
Quote requests wait
Prospects fill a form and hear back the next day.
Lapses02
Renewals slip
Policies lapse without a renewal conversation.
Interruptions03
Service calls hit producers
ID cards, certificates, and billing questions interrupt selling.
Re-keying04
Claims first notice by phone
FNOL captured on calls, then re-keyed.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for insurance agencies, monitored by us, owned by you.
1
Instant quote intake and follow-up
Details captured in seconds, carrier quotes requested, and prospects followed up until bound.
2
Renewal automation
Renewal reminders, re-marketing triggers, and cross-sell sequences by policy date.
3
AI policyholder service
Certificates, ID cards, billing, and coverage questions handled instantly.
4
FNOL and claims workflows
Claims captured with documents and routed to carriers; policyholders updated.
✦Everything we automate
Everything we automate for a agency like yours
Six connected systems, each built with the specifics for insurance agencies.
02
Lead Capture & Instant Follow-up
Quotes captured and followed up until bound
- Instant quote intake
- Carrier quote requests
- Follow-up sequences
- Cross-sell triggers
03
AI Voice & Chat Agents
Policyholder calls answered without interrupting producers
- ID card & certificate requests
- Billing and payment questions
- Coverage questions
- Producer escalation
04
Workflow & Back-office Automation
Renewals, FNOL, and servicing on autopilot
- Renewal reminders & re-marketing
- FNOL capture & carrier routing
- Endorsement processing
- Billing reminders
05
AI Customer Support Automation
Service requests resolved in seconds
- Document requests
- Policy changes
- Claims status
- Escalation with context
06
Data, Reporting & AI Assistants
Retention, close rate, and revenue by line
- Quote-to-bind by producer
- Retention & lapses
- Cross-sell performance
- Ask-the-data assistant
✦Compare your options
Hire, outsource, or automate?
What actually changes for a agency when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your agency today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your agency — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from insurance agencies we work with
★★★★★
“Producers sell again — service requests are handled before they reach them.”
★★★★★
“Retention went up 12 points once renewals were automated.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will policyholders know they're talking to an AI?
The assistant introduces itself as your agency's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most insurance agencies are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Free automation audit for insurance agencies · 45 min · ranked plan · fixed price
Free automation audit for insurance agencies
Book free audit →