AI Employee for Insurance Agencies — Nationwide

Meet Taylor, your AI Client Coordinator: answers every call, books every appointment, and follows up 24/7 — for the cost of half a hire, live in 7 days, backed by a 60-day performance guarantee.

AI Follow-Up & Renewal Assistant for Insurance Agents

In insurance, the money is in the follow-up. Most quotes take three to five contacts to close, and a quarter of policies lapse simply because nobody called. An AI client coordinator for insurance agencies works every open quote until it binds and calls every renewal before it lapses — turning preventable churn into retained premium.

Quote Follow-Up That Actually Closes

Taylor is an AI Employee built for agencies. Taylor responds to every quote request fast, follows up on open quotes until they close or opt out, calls and texts every upcoming renewal, books policy-review appointments, and cross-sells from your script. Taylor reactivates old unclosed quotes on command, sends payment and renewal reminders, and logs every touch in your CRM — in English or Spanish.

What Taylor Handles for Insurance Agencies

• Responds to every quote request fast
• Follows up on open quotes until they bind or opt out
• Calls and texts every upcoming renewal
• Books policy-review appointments
• Cross-sells and upsells from your script
• Reactivates old, unclosed quotes on command
• Sends payment and renewal reminders

Replace a Coordinator for $997/mo

A client service coordinator costs $3,500 a month and works one shift. Taylor handles follow-up and renewals every hour for a flat fee starting at $997/mo, backed by a 60-day performance guarantee. Meet Taylor and see the full insurance offer on our dedicated landing page.

Live in 7 Days, Backed by a 60-Day Guarantee

Getting started takes one 15-minute call. We connect Taylor to your phone number, calendar, and CRM, load your scripts and booking rules, then test and tune until Taylor sounds exactly the way you want. Within seven days, Taylor is answering calls and booking appointments for your insurance agencies business. Every plan is month-to-month with no lock-in, and Taylor carries a 60-day performance guarantee: if the 30-day target for your industry is missed, month two is on us — no refund forms, no back-and-forth.

Or book a 15-minute discovery call from that page.