AI agents that take quote requests and renewal calls for insurance agencies
Botcadence answers your agency's phone after hours and on overflow, takes quote requests by phone, text and website chat, and calls clients before their policies renew. It collects what a producer needs and books the call. Coverage advice, binding and claims stay with your licensed team and your carriers.
Voice AI plan: $299 a month with 1,500 minutes, then $35 per 200 extra minutes. Chat plans from $39 a month.
Updated
How do insurance agencies use AI agents?
Insurance agencies use Botcadence for three jobs: quote intake, renewal reminders and after-hours calls. The agent asks for the line of business, current carrier, renewal date and the vehicles, drivers or property involved, then books a call with a licensed producer or sends the request to your team. For renewals, it places reminder calls to clients who agreed to be contacted. It doesn't quote premiums, bind coverage or handle claims; a caller with a claim gets the carrier's claims number, and a message goes to their agent.
Who it is for
Insurance agencies that get the most from it
What you can automate
What insurance agencies automate with Botcadence
Quote intake by phone, text and chat
Collects what a producer needs for auto, home, renters or small-business quotes, without promising a price.
After-hours and overflow answering
Answers when the office is closed or every line is busy, takes the message and gives callers with a claim the carrier's claims number.
Renewal reminder calls
Calls clients who agreed to be contacted before renewal, asks what has changed and books a review with their agent.
Policy and billing FAQs
Answers office hours, payment options, which carriers you work with and how to request an ID card or a certificate of insurance, from your approved content.
Licensed-producer handoff
Coverage questions, binding and anything else that needs a license go to a producer with the transcript.
Calendars and CRM
Books on Google Calendar, Calendly or Cal.com and sends leads to HubSpot or Salesforce. Applied Epic, HawkSoft and EZLynx are reached through Zapier or a webhook.
How it works
What happens when a quote request comes in?
A quote request comes in
A prospect calls after hours, texts your office number or starts a quote in website chat.
The agent gathers quote details
Line of business, current carrier, renewal date, drivers and vehicles or the property address, and the best time to talk.
A producer takes it
The agent books a call on the producer's calendar, or sends the request and transcript to your team.
Renewals get a reminder
Clients who agreed to calls hear from the agent before renewal and can book a review with their agent.
Live demo line
Hear a Botcadence voice agent handle a real call
Call the live demo line and ask for a booking, a price or a person. The agent answers the way it would on your number; a human takes over when you ask.
Standard call charges apply. The demo agent is configured for a general service business; yours is trained on your own content.
See the agent take an auto quote request
Book a demo and we'll map your quote questions, renewal list and producer calendars onto Botcadence.
Common Questions
Questions insurance agencies ask
The questions you choose for each line. Personal auto usually needs drivers, vehicles, the current carrier and the renewal date. Homeowners needs the address, year built, roof age and any losses in the last five years. Small business needs the industry, annual payroll and whether they want general liability, workers' comp or a business owner's policy. When the details are in, the agent books the producer's call.
No. Prices and coverage decisions come from licensed producers and your carriers. The agent says so when asked, collects the details and books the call, so the client hears a real number from someone licensed to give it.
The agent gives them the carrier's claims number from your list, takes their name, carrier and callback number, and sends a message to their agent. It doesn't open claims, take loss details or say where a claim stands; those stay with the carrier and your team.
Applied Epic, HawkSoft and EZLynx are reached through Zapier or a webhook, so quote requests, transcripts and booked calls can land in your agency management system. HubSpot, Salesforce, Google Sheets and Calendly connect directly.
Load the policies renewing in the next 30 to 60 days for clients who agreed to calls. The agent reminds them of the date, asks whether anything changed, such as a teen driver, a new roof, a home business or a move, and books a review with their agent. Payment and coverage changes go to your team.
Website chat goes live in about 5 minutes once your FAQs are uploaded. A voice line takes about 5 business days, and you keep your agency's number. WhatsApp follows Meta business verification, which usually takes 24 to 48 hours.
Product and channel paths
Botcadence for insurance agencies by channel
Start with quote intake or renewal calls
Most agencies start with after-hours quote requests, then add renewal reminder calls once producers trust the handoff.
- Reader-first workflows
- Human handoff when needed
- Grounded in your content