Custom AI · Insurance agencies
AI for insurance agencies, built around your book of business
We build custom AI for insurance agencies and independent agents: an assistant that answers enquiries, gathers quote details, follows up your leads and renewals and takes routine service requests off your team. It is AI in insurance that works on your own information, and your agents make every coverage decision. We start with a free pilot on your real case.
免费试点，之后再商定价格。
What we build for insurance agencies
- An insurance chatbot and phone answeringA chatbot in insurance that knows your agency: it answers common questions from your own information, asks your first questions and books a call with an agent or passes the enquiry to a person. Phone answering is a custom build on your number.
- Quote intake without the back-and-forthCollects the details your agents need for a quote, such as vehicles, drivers, property or business type, in a natural conversation and puts them into your agency system or a clean summary.
- Lead follow-up for insurance agentsLead generation for insurance agents starts with not losing the leads you already have: it replies to website, referral and ad leads fast, reminds prospects who went quiet and hands warm ones to an agent.
- Renewals and service requestsRenewal reminders, proof of insurance and ID card requests, policy change requests and first details of a claim, gathered and routed to the right person on your team.
如何运作
- 你描述问题几句话就够：给谁用、需要实现什么。
- 我们联系你团队会在聊天和邮件中回复，必要时会提问。
- 免费试点我们基于你的真实场景做出第一版。合适的话再商定价格。
常见问题
Does the AI give coverage advice or bind policies?
No. It answers general questions from your own information, collects details and books time with an agent. We set it up to say it is an AI assistant; recommendations, quotes and binding stay with your licensed agents. We don’t promise that a build meets any licensing or regulatory rule: your agency decides what the assistant may say, and we build to those rules.
How is client data handled, and does it work with our systems?
We connect the assistant only to the systems you choose, such as your website, agency management system, CRM, calendar or e-mail, with the access you approve. We tell you up front which services the data passes through, including if it uses ChatGPT or Claude. What exactly connects depends on each tool, so we check that during the free pilot.
Is this insurance software, a monthly service or a one-off build?
It is a one-off build, not off-the-shelf insurance software and not a monthly agency retainer. We build the assistant once for your agency, starting with a free pilot on your real case, and it then runs on a KissMySkills subscription. If you only want help setting up Claude or ChatGPT for your team, book a 1:1 setup call ($99).
More on custom chatbots: AI chatbot development → · AI CRM for insurance agents → · Ready-made website chat: AI Receptionist → · 全部定制 AI 解决方案 →