Never Miss a Quote Again with 24/7 AI Insurance Agents
Stop losing 25% of your renewal revenue to faster competitors. Our AI agents handle intake, claims, and COI requests directly in your AMS.
The insurance industry is currently facing a 'speed-to-lead' crisis where agencies lose over a quarter of their potential renewal revenue simply because they cannot answer the phone fast enough during peak quote cycles. For most agencies using platforms like Applied Epic or AMS360, the bottleneck isn't the lack of leads; it's the administrative burden of First Notice of Loss (FNOL) and basic policy inquiries that pull licensed producers away from high-value closing activities. Read Laboratories deploys specialized AI Phone Agents that act as a digital front office. Unlike traditional answering services that just take messages, our AI understands insurance terminology—from deductibles to endorsements—and can push data directly into your rating software or CRM. This ensures that every prospect gets an immediate response and every current policyholder feels prioritized, even after hours or during catastrophe (CAT) events.
Problems We Solve
High Quote Request Volume
Eliminate the 'black hole' of after-hours leads. The AI captures driver and vehicle data immediately, pushing it to EZLynx or PL Rating for instant agent follow-up.
Claims Intake Bottlenecks
Handle First Notice of Loss (FNOL) without tying up your CSRs. The AI collects incident details, photos via SMS link, and policy numbers to start the claim in Hawksoft.
Missed Cross-Sell Opportunities
Every inbound service call is an opportunity. The AI is programmed to identify mono-line policyholders and suggest bundles, logging the interest in AgencyZoom.
Certificate of Insurance (COI) Delays
Commercial lines CSRs spend hours on COI requests. Our AI verifies the request and triggers the document delivery workflow, reducing manual tasks by 60%.
E&O Compliance Risks
Manual note-taking leads to errors. Our AI provides 100% accurate, searchable transcripts of every call, automatically attached to the client file in your AMS.
What You Get
AMS/CRM Deep Integration
Directly syncs with Applied Epic, AMS360, Hawksoft, and EZLynx to update client files in real-time.
24/7 First Notice of Loss
Provides empathetic, structured claims intake at any hour, ensuring claimants feel supported immediately.
Smart Appointment Booking
Qualifies leads based on your agency's appetite and books consultations directly on your producers' calendars.
Multi-Language Support
Seamlessly switch between English and Spanish to serve a broader demographic without hiring bilingual staff.
Automated Renewal Outreach
Outbound AI calls to remind clients of upcoming renewals, checking for life changes that require policy updates.
What It Costs
Setup
$2,500 - $3,500
Monthly
$400 - $800
ROI Example
By capturing just two additional $1,500 premium policies per month that would have otherwise gone to a competitor, the system pays for itself 3x over.
Frequently Asked Questions
Does the AI replace my licensed agents?
No. It acts as a digital CSR/Assistant to handle the 80% of repetitive tasks—like quote intake and basic questions—so your licensed producers can focus on complex advisory and closing.
Can it distinguish between a new lead and a current client?
Yes. By integrating with your AMS (like Applied Epic), the AI recognizes the caller's phone number and pulls their policy data to provide a personalized experience.
How does this impact our E&O (Errors and Omissions) exposure?
It actually reduces exposure. Every interaction is recorded, transcribed, and logged with 100% accuracy, providing a perfect paper trail for every policy change request or claim reported.
Can it handle complex commercial lines inquiries?
For complex inquiries, the AI is trained to perform 'warm transfers.' It gathers the initial context and then alerts the appropriate specialist in your office via Slack or Teams.
Is the setup compatible with our current VOIP system?
We work with almost all major providers including RingCentral, Nextiva, and Vonage. We simply sit in front of your current phone tree or act as the primary receiver.
How long does it take to train the AI on our specific carriers?
Initial deployment takes 2-3 weeks. We pre-load the AI with your specific carrier list and preferred workflows for personal and commercial lines.
Scale Your Agency Without Adding Headcount
Book a 15-minute workflow audit to see how an AI agent can integrate with your specific AMS and carrier list.
Serving Insurance Agencies businesses nationwide. Based in Westlake Village, CA.