AI AgentAI agent for insurance agencies in Miami
Miami · Fort Lauderdale
An insurance quote is a race: the person asks several agencies the same day and goes with whoever got back first. The agent answers at any hour, takes the details you need to quote and leaves you the lead organized, with nobody left waiting in voicemail.
It takes the quote details, not just a name
- What they want to insure: car, home, business, health.
- The usual details for that line, the ones you tell it to ask.
- Whether they already have a policy and when it renews, which is when a switch is actually possible.
- Name, phone and email, so the quote reaches them even if the call drops.
It never quotes and never promises coverage
What a policy costs and what it covers is decided by the carrier, not by an AI agent. That is why the agent collects and books, but never gives a number and never says "that is covered". Promising coverage that later does not exist is the worst problem an agency can have.
What we do
The AI agent
It is what we do first and what we do best. It answers your website chat and your business phone with a real voice, in English and Spanish, around the clock: it answers what they ask, quotes your prices, takes the person’s details and books the appointment in the calendar. And you see all of it in your dashboard.
- Website chat and phone with a real voice, 24/7
- Spanish and English, depending on who writes or calls
- Books the appointment in your team’s calendar
- Your dashboard: every conversation, every call with its recording and summary, your clients, your schedule and your locations
Business systems
Online store, catalog, orders, inventory, a client portal with its own login and an admin dashboard. Built and delivered for real: the system behind ADB Automotive, with 812 products loaded, and the one behind Essence Glow Spa.
Websites
Designed and built by us, with the agent already inside. If you already have one, the agent plugs into yours. Work delivered: ADB Automotive, Essence Glow Spa and Novael Health.
WhatsApp automation
The same agent, answering on your business WhatsApp as well: it replies to the usual questions, takes details and books, with nobody on your team watching the phone. It is set up in your business as one more channel for the agent.
Frequently asked questions
Can it give the policy price?
No. It takes the details and leaves them for you or your team to quote. It can say which lines you handle and what your hours are.
Does it answer in Spanish?
In English and Spanish, depending on how it is spoken to. In insurance that matters: many people would rather explain their situation in their own language.
Can it call the prospect back?
Today the agent handles what comes in, by phone and through your website chat. Outbound calling is a different thing and is discussed separately based on what your agency needs.
Want it in your business?
Tell us about your business in writing and we send you a real quote the same day: what it costs to set it up and what it costs per month. No lock-in contract.