01
Automated Websites & Funnels
A site that quotes and issues
- Quote journeys per product
- Instant document retrieval
- Renewal and MTA self-service
- Claims notification pages
AI automation for personal lines & motor
Handle high volume without adding headcount.
Instant quoting, renewal automation, mid-term adjustments, and self-service document access — built for personal lines agencies.
<2 min
Quote response
+18%
Renewal retention
−70%
Document requests
Typical results across personal lines & motor we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your agency every week
Overload01
Volume swamps the team
Hundreds of small enquiries, each needing a reply.
Repetitive02
Documents requested constantly
Certificates and schedules re-sent by hand all day.
Churn03
Renewals lapse on price
Customers shop without ever speaking to anyone.
Friction04
Mid-term changes take a phone call
Address and vehicle changes queue up.
✦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 personal lines & motor, monitored by us, owned by you.
1
Instant quoting at volume
Every enquiry quoted or routed without a person in the loop.
2
Documents on demand
Certificates and schedules retrieved by the customer instantly.
3
Renewals that pre-empt shopping
Early contact with a re-quote before the comparison sites do.
4
Self-service adjustments
Address, vehicle, and cover changes handled without a call.
✦Everything we automate
Everything we automate for a agency like yours
Six connected systems, each built with the specifics for personal lines & motor.
02
Lead Capture & Instant Follow-up
Every enquiry answered instantly
- Instant quote or routing
- Risk detail capture
- Follow-up on abandoned quotes
- Source attribution
03
AI Voice & Chat Agents
Calls handled at volume
- Quote and renewal calls
- Document resend by phone
- Mid-term adjustment capture
- Escalation for complex risks
04
Workflow & Back-office Automation
Policy admin automated
- Renewal invitation sequences
- Payment collection and dunning
- MTA processing
- Lapse alerts
05
AI Customer Support Automation
Policyholders who self-serve
- Cover and excess answers
- Certificate and schedule resend
- Claims status
- Escalation when advice is needed
06
Data, Reporting & AI Assistants
See the book in real time
- Quote-to-bind conversion
- Retention by product and cohort
- Claims frequency
- Channel performance
✦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 personal lines & motor we work with
★★★★★
“The team stopped spending mornings re-sending certificates.”
★★★★★
“We reach customers before the comparison sites do.”
★★★★★
“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 personal lines & motor 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.
Other insurance businesses we automate
All insurance →Free automation audit for personal lines & motor · 45 min · ranked plan · fixed price
Free automation audit for personal lines & motor
Book free audit →