Insurance & mortgage agents
Sensitive data, security review included
Respond to every inquiry promptly, and never miss a renewal date.
People who ask an agent a question usually move on if nobody answers. Insurance and mortgage work is also full of dates and disclosures. We build a site that explains what you do and requests a conversation, a lead follow-up system, and a back end for renewal reminders, referral partners and document requests, with careful wording at every step.
What we set up
Inquiries and follow-up
A visitor describes in general terms what they are looking for and asks for a callback. The AI assistant answers practical questions about how your process works and books a call with a licensed team member. It never quotes premiums, rates or approvals, never gives coverage or loan advice, and never collects Social Security numbers, bank details or card numbers. Leads are assigned with a follow-up reminder.
Renewals, referrals and documents
Renewal reminders are tracked by each policy's date so you can reach out in time. Referral partners such as real estate agents or accountants get their own list and a simple way to track introductions. Document requests go through your own secure system, not through chat, email or text.
Consent-aware messaging
Each contact has a record of how and when they agreed to be contacted. Texting requires documented consent, and messages are drafted for your review with the disclosures you supply before anything is sent.
Where this business gets hard
Inquiries go cold quickly
Someone shopping for coverage or a loan may contact several agents. A prompt reply, a booked call with a licensed team member and a follow-up reminder keep your inquiry from being forgotten.
Renewal dates are easy to miss
A policy that renews or lapses can matter a lot to the client. Reminders keyed to each policy date give you time to reach out well ahead of it.
Texting and calling rules are strict
Consumer-contact rules around calls and texts can be serious. Recording how and when each person agreed to be contacted, and honoring opt-outs, keeps the record clear.
Sensitive documents belong in secure systems
Application data, financial records and identifiers should never travel through chat, ordinary email or text. A secure upload link from your own system, requested through a simple form, keeps that separate.
Set up for the way you work
Not every insurance & mortgage agents business runs the same way. We adjust the setup to fit yours.
- Independent insurance agency
- Multiple carriers, many policy types and many renewal dates. Renewal tracking, client reviews and referral partners drive the setup.
- Captive or single-carrier agent
- Fewer products and tighter brand and disclosure rules. Approved messaging and consistent follow-up matter most.
- Mortgage loan originator or broker
- Inquiries tied to a purchase timeline, referral partners such as agents, and a secure document process through your loan system. NMLS information and required disclosures are shown where your rules require them.
- Combined insurance and mortgage practice
- Cross-referrals between lines, shared contact records with careful consent tracking, and a clear separation of what each license permits.
Busy seasons and slow ones
Many homebuyers are active in spring and summer, which can bring more mortgage inquiries, and many insurance renewals bunch up around the dates people bought homes or vehicles. Severe weather seasons and the new year can bring more coverage questions, and open enrollment periods for some products have fixed dates that vary by program. We can set up renewal reminders by date, seasonal follow-up reminders for past clients and referral-partner check-ins, always with your approved wording.
What your customers ask before they book
Your AI assistant and website are set up to answer these before anyone has to call.
- Can someone talk me through my options without any obligation?
- How does the process work, and how long does it usually take?
- Which documents will I need, and how do I send them safely?
- Who is licensed to help me, and where can I see license information?
- How will you contact me, and can I choose how?
- Can you review my current policy before it renews?
Common mistakes we help you avoid
- Quoting a premium, rate or approval in a chat, text or ad before a licensed review.
- Asking clients to send Social Security numbers or bank details by email or text.
- Texting a lead without documented consent, or ignoring an opt-out.
- Using ad wording or testimonials that do not include the disclosures your state or lender rules require.
Licensing, disclosures and sensitive data
State insurance licensing, mortgage licensing (NMLS), advertising, disclosure, lead-sharing and consumer-contact rules, including consent for texts and calls, vary by state, product and carrier or lender. We do not collect Social Security numbers, bank or card details, health information or application data through this site or the AI assistant. Those go through your own licensed and secured systems. The assistant does not quote premiums, rates or approvals, and does not give insurance, mortgage or financial advice. No licensing or compliance certification is claimed. You stay responsible for what you advertise, how you contact people and how you handle client records.
See it working
Click through a sample insurance & mortgage agents website, then see the owner dashboard behind it.
How it works
- Step 1
Tell us about your business
A short call or the free AI check-up. No jargon.
- Step 2
We set it up
Your site, customer system and assistant, with your branding and your data.
- Step 3
You go live
We train you and your team, then keep everything running.
Under the hood
Pricing
One price: $349/month plus a one-time $750 setup. It includes your website, customer system, AI receptionist, hosting and support. A security review of your setup is included in setup for this kind of business. Non-profits save 35%.
See where AI fits your business
Five minutes, free, and written in plain English.
Start the AI check-up