Insurance Agencies

More quotes closed.
Renewals protected.

AIsend deploys AI agents that handle quote requests and renewal outreach 24/7 — while your dashboard tracks premium volume, policies in force, renewals at risk, and commissions earned every morning.

Renewal clients slipping away uncontacted Quote requests going to voicemail No daily view of commission pipeline Client retention dropping without outreach
Book a Free Discovery Call →
Live Demo

Your agency performance — at a glance.

This is what your AIsend dashboard looks like on day one.

Insurance Agency — Business Performance
LIVE DATA
Total Premium Volume
$2.4M
+6% vs last month
New Policies
38
+5 vs last month
Policies in Force
847
+12 vs last month
Retention Rate
91%
+1pt vs last month
Commission & Cash Health
Cash in Bank
$118,400
▲
Commissions Earned
$48,200
▲
Pending Commissions
$31,600
▲
AP / Expenses
$7,800
▼
Renewal Revenue 30-Day
$24,000
▲
Proj. 30-Day Cash
$134,800
▲
Proj. 60-Day Cash
$158,200
▲
Proj. 90-Day Cash
$182,400
▲
Renewal Pipeline
Renewals Due 30-Day
64
$31,200 in premiums
Quotes in Progress
28
$14,800 in pipeline
Quote Close Rate
47%
+4pts vs last month
AI Daily Insight
Monday morning: 64 renewals due this month — $31,200 in premiums at risk. 8 policies with no contact in 6+ months. Quote close rate up 4pts — strong momentum. AI Respond handled 31 after-hours calls last week.
Ask your data anything →
AIsend Respond

Quote faster. Retain more. Work less.

Your AI agent handles inbound quote requests, renewal reminders, and client questions 24/7 — so your producers spend time closing, not answering the same questions on hold.

  • Handles quote requests and FAQs 24/7
  • Proactively contacts renewal clients 30 days out
  • Reduces hold times and voicemail abandonment
  • All interactions logged to your agency dashboard
See It Live →
Renewal outreach — automated
AIsend Voice Agent
Hi Sarah, this is an automated message from Cornerstone Insurance. Your auto policy renews in 28 days. I wanted to make sure you have time to review your coverage and explore any savings. Would you like to schedule a quick call?
Client
Yes actually — I got a new car and need to update my policy too.
AIsend Voice Agent
Perfect timing. I'll connect you with your agent and flag the vehicle update. Does Thursday at 11 AM work?

Ready to answer every policy inquiry?

See how much premium volume you're leaving on the table — then book a free call.

Calculate My Respond ROI → Book My Free Call →

Free call · No commitment · Live in 48 hours