AI for Independent Insurance Agencies
Stop Losing Renewals.
Start Closing More Quotes.
The Insurance Agent handles follow-up, renewal outreach, and client communication so your producers focus on relationships — not admin.
The Real Problem
You're Not Losing Clients on Price. You're Losing Them on Follow-Up.
Every agency has the same story. Quotes go out. Renewals come up. Nobody follows up fast enough. A client goes elsewhere — not because they wanted to, but because your competitor called first.
The Insurance Agent runs every follow-up, every renewal sequence, and every check-in on a schedule your producers can't maintain manually. Your book stays protected. Your pipeline stays moving.
What It Does
Built for How Insurance Agencies Actually Work
Custom-configured to your AMS, your workflows, and your communication style.
Quote Follow-Up
AI follows up with every prospect after a quote goes out — answers common questions, keeps interest warm, and moves leads through the pipeline without manual chasing.
Renewal Automation
Automated outreach sequences start 90 days before renewal. Every client gets contacted on time. Non-responders are escalated to your team before the policy lapses.
Claims Communication
Proactive status updates to clients with open claims. Reduces inbound call volume, keeps clients informed, and frees your staff for actual service work.
New Business Qualification
Incoming leads are qualified, categorized, and routed automatically. Your producers talk to prospects who are ready — not ones still shopping.
Certificate of Insurance Requests
COI requests handled and tracked automatically. Clients and third parties get what they need without piling up in your inbox.
Cross-Sell & Upsell Outreach
Identifies existing clients with coverage gaps and triggers targeted outreach at the right time — increasing per-client revenue without extra headcount.
The Process
From Consultation to Running in 2 Weeks
We Map Your Book
We connect to your AMS or CRM, map your renewal schedule, and configure the agent around your agency's workflows and communication style.
Your Agent Goes to Work
Quote follow-ups start automatically. Renewal sequences activate. Your team gets alerted to the clients who actually need attention.
Retention Goes Up
Renewals stop falling through. Prospects stop going cold. Most agencies see measurable improvement in retention and conversion within 30 days.
Agency Results
What Agencies Say After 30 Days
More renewals retained. More quotes closed. Less time chasing.
P&C Agency
“We were losing renewals not because of price — because nobody followed up in time. The Insurance Agent flags every policy 90 days out, drafts the outreach, and makes sure my producers actually send it. Retention is up and I stopped micromanaging the process.”
Principal, Independent Agency
Multi-line agency, 3 producers, Northeast
Life & Health
“Quote follow-up used to be whoever remembered to do it. Now every lead gets touched within an hour of a quote going out. My close rate on new business is up and I haven't added a single staff member.”
Agency Owner
Life and health brokerage, Southeast
Commercial Lines
“COI requests were a constant fire. Now they're handled automatically. My CSRs are doing actual service work instead of processing the same paper requests all day.”
Commercial Lines Manager
Regional commercial agency, Midwest
Medicare
“I work alone. The agent handles my follow-up, my reminders, and my annual enrollment outreach. It's like having an assistant without the payroll.”
Licensed Medicare Agent
Solo producer, Mid-Atlantic
Auto & Home
“My cross-sell rate doubled in the first 90 days. The agent identifies clients with coverage gaps and reaches out at the right time. Revenue went up without a single cold call.”
Agency Principal
Personal lines agency, Texas
Benefits
“Open enrollment season used to be a nightmare. Now the agent handles all the renewal communications and employee Q&A routing. My team actually had a manageable Q4 for the first time in years.”
Employee Benefits Broker
Group benefits firm, 200+ employer clients
Representative client experiences. Identifying details withheld at client request.
Investment
Priced for Independent Agencies, Not Enterprise Budgets
Every deployment is custom-scoped to your book size, AMS, and workflow. Pricing is discussed during your consultation.
Schedule Your ConsultationFAQ
Frequently Asked Questions
Built by Apollo Claw
One Founder. Eighteen Years. One Unavoidable Conclusion.
David Oralevich
Founder, Apollo Claw — Long Island, NY
David Oralevich has spent 18 years helping businesses compete and grow. Apollo Claw builds industry-specific AI agents for the professionals who run the businesses others overlook.
Every engagement is handled in-house, on Long Island, New York. No offshore teams. No outsourced builds. When you work with us, you work with us.
“Every revolution has an early chapter. The executives who read it first write the rest of the story.”
David Oralevich, Founder & Chief Visionary Officer — Apollo Claw
Get Started
Ready to Stop Losing Renewals?
Schedule a 30-minute consultation. We'll show you exactly how The Insurance Agent would be configured for your agency.
Schedule Your Consultation