AI assistant for insurance agencies: Quotes requested. Quotes delivered. Renewals kept.
Your AI agency assistant calls every quote request in 60 seconds, gathers the details your rater needs, books the review with a licensed agent and calls clients before renewal.
Before Dael
Thursday, 4:48pm
A homeowner asks for an auto quote online. The same request goes to four other agencies. You see it at 5:30, after a client meeting.
By then another agency has called, gathered the details and booked the review. The shopper often goes with whoever called first. It wasn't you.
Dael gets you to every quote request first and keeps clients at renewal.
Your front desk team
Five agents. One team.
Each agent does one job well, and they hand work to each other. You approve every script before it goes live.
Answer
Receptionist
Answers every call to your agency, takes the client's details and books a review with the right licensed agent. It never quotes premiums or gives coverage advice.
Calls that come in during meetings and after hours become booked reviews.
Respond
Quote request rep
Calls every online quote request in under 60 seconds. Collects the home or auto details your rater needs and books the quote review.
You reach the shopper first, while they're still comparing.
Revive
Renewal caller
Calls clients who opted in, 45 and 15 days before renewal, and books a review with their agent.
Clients hear from you before they hear from a competitor.
Revive
Cross sell agent
Spots clients who insure only their car or only their home with you. If they opted in to hear from you, it offers a call with a licensed agent.
More policies per household without you picking up the phone.
Report
Monday report
Quote requests answered, reviews booked, renewals reached and why shoppers didn't book, with every recording one tap away.
You see which lead sources give you real quote reviews.
How they work together
The Zero-Miss Protocol.
Calls and new leads feed one booking step. Anything not booked gets followed up until there's a yes or a no. Reporting and memory run under everything.
- Answer
- Receptionist
- Respond
- Quote request rep
- Revive
- Renewal caller and Cross sell agent
- Report
- Monday report
1 · Answer
Every call your team misses, day and night
2 · Respond
Every new lead called back in under 60 seconds
3 · Book
The quote review lands on your calendar. You get the details.
4 · Revive
Not booked yet? Quote requests and renewals get followed up until a yes or a no.
Loops back to Book
5 · ReportEvery recording, a text per review, a Monday report.
MemoryUnder every step. Repeat callers are greeted with their history.
An example day
A day with Dael.
What a day can look like once your front desk never misses. An illustration, not a customer's numbers.
7:00am
Monday report lands: requests answered, reviews booked and which lead source gave you the most.
8:40am
An online auto quote request arrives. Called in under a minute. Vehicle, drivers and current carrier collected. Review booked for 3pm.
10:30am
You're in a client meeting. The receptionist takes 4 calls and books 2 reviews.
1:00pm
The renewal caller reaches a client 45 days out. They book a review for next week.
4:15pm
The cross sell agent reaches an auto client who doesn't insure their home with you yet. A home review is booked.
7:50pm
A request comes in after hours. Called at 7:51. Booked for tomorrow morning with your licensed agent.
What your agent asks
The questions your best person would ask.
You edit these during the build. The agent asks one at a time, in plain language, and only answers from facts you've approved.
Every caller
- Line of insurance: home or auto
- Current carrier and renewal date
- Best time for a review with a licensed agent
Auto quotes
- Vehicles: year, make and model
- Drivers in the household
- Where the car is kept
Home quotes
- Property address
- Year built and roof age
- Own or rent
Works with
- Google Calendar
- Calendly
- Meta lead ads
- Google Ads lead forms
- Website forms
Fair questions
What owners worry about.
Can it quote?
No. It collects the details your rater needs and books a quote review. Premiums and coverage advice stay with your licensed agents.
What if a client asks about coverage?
It says a licensed agent will explain it and books the call. It never advises on coverage or limits.
I already have a CSR.
She still handles your clients. Dael takes the calls she can't reach, the after hours requests and the renewal calls nobody has time for.
Will clients know it's AI?
Yes. It says so at the start of every call, and it hands off to a person whenever a client asks.
Hear it
Request a quote. Get a call in 60 seconds.
Talk to Cedar Ridge Insurance, a demo independent home and auto insurance agency, in your browser. Or enter your own website and hear it answer as your business.
Cedar Ridge Insurance
Insurance · demo business
You play · Quote request
Play a driver who asked online for an auto quote and wants a callback.
