Quote faster. Retain more policyholders.
AI that gathers quote details, answers service questions, books calls with licensed agents and follows up on renewals and cross-sell opportunities, so your agents spend time selling and advising.
- Bundle quote request captured
- Call booked with licensed agent
- Checklist sent
Insurance agencies use AI to collect quote information from website and phone enquiries, answer routine service questions such as ID cards and payment dates, book appointments with licensed agents, and send renewal and cross-sell follow-ups. The AI never binds coverage or gives advice; licensed agents handle those conversations.
The everyday problems AI solves.
Where insurance agencies lose time, leads and revenue today.
Quote requests wait too long
Shoppers request quotes from several agencies and often choose the first to respond.
Service calls swamp the team
Routine questions about ID cards, payments and policy changes take time from selling.
Renewals and cross-sells slip
Without consistent outreach, policyholders shop elsewhere at renewal.
What we set up for you.
Each solution is configured around your services, rules and software. Use one, or combine them.
Quote intake
Collects the details your agents need for auto, home or business quotes, and books a call with a licensed agent.
How AI Chat worksAI Phone AnsweringService calls handled
Answers common service questions, takes change requests and routes complex calls to the right person.
How AI Phone Answering worksAI Sales Follow-upRenewals and cross-sell
Reminds policyholders before renewal and offers reviews for other lines, such as umbrella or life.
How AI Sales Follow-up worksAI Knowledge BasesAgency knowledge at your fingertips
Helps staff find carrier guidelines, procedures and forms in seconds.
How AI Knowledge Bases worksA day with AI on your team
- 1
Quote request
The AI collects the details and books a call with a licensed agent.
- 2
Service question
Routine requests are answered or logged for your team.
- 3
Before renewal
Policyholders get a reminder and an offer to review their coverage.
- 4
Ongoing
Cross-sell and referral follow-ups run automatically.
Works with the tools you use.
We connect to the software insurance agencies already rely on, so there's nothing new for your team to learn.
- Applied Epic
- HawkSoft
- EZLynx
- AgencyZoom
- Salesforce
- HubSpot
- Microsoft 365
Product names are trademarks of their owners. VertuaLabs is an independent company.
Built responsibly
The AI is set up so it never binds, changes or recommends coverage. Those conversations are reserved for licensed agents, and every interaction is logged.
Questions, answered.
Something else on your mind? Call 1-855-225-4535 or message us on WhatsApp.
Can the AI give insurance quotes?
It collects the information needed for a quote. Pricing and coverage recommendations come from your licensed agents.
Does it connect to our agency management system?
We connect to agency management systems and CRMs that offer an integration, so details arrive without retyping.
Can it help with renewals?
Yes. It sends timely, personal renewal reminders and books review calls with your team.
Is it suitable for commercial lines?
Yes. We build intake questions for each line of business you write.
Other industries we help.
The same AI building blocks, set up for very different businesses.
Let's map out AI for your business.
Tell us how you work today. We'll show you where AI saves the most time, with a clear plan and quote.