Insurance Lead Nurturing & Automation

Convert More Quotes, Retain More Policies

Stop losing insurance leads to competitors. Our AI-powered nurturing keeps your agency top-of-mind through intelligent follow-ups, renewal campaigns, and cross-sell opportunities.

Complete Insurance Nurturing Suite

Automated campaigns that work while your producers focus on selling

📋

Quote Follow-Up Automation

Never let a quote go cold with intelligent follow-up sequences

  • Multi-touch quote reminders
  • Competitive comparison emails
  • Price objection handling
  • Expiring quote alerts
🔄

Policy Renewal Campaigns

Maximize retention with proactive renewal management

  • 90-60-30 day renewal sequences
  • Rate increase notifications
  • Coverage review reminders
  • Loyalty program messaging
🎯

Cross-Sell Intelligence

Identify and capture additional coverage opportunities

  • Life event triggers
  • Bundle recommendations
  • Coverage gap analysis
  • Referral incentive campaigns
🛡️

Risk-Based Segmentation

Personalized nurturing based on coverage needs

  • Industry-specific messaging
  • Risk profile targeting
  • Seasonal coverage reminders
  • Compliance update alerts

Insurance Agency Results

Average improvements across our insurance clients

2.1X

Higher quote-to-bind ratio

With automated follow-up

89%

Policy renewal rate

Through proactive campaigns

47%

More cross-sell revenue

From existing clients

73%

Reduction in manual tasks

For producers and CSRs

Sample Insurance Nurturing Sequence

See our proven 7-touch commercial insurance nurturing campaign that converts 42% more quotes

Day 1: Quote delivery + value highlights

Day 3: Coverage explanation + FAQ answers

Day 7: Competitive comparison + testimonial

Day 14: Risk assessment review + urgency

Get Full Template

Insurance Nurturing FAQs

Ready to Automate Your Insurance Agency?

Join leading brokerages using AI to convert more quotes and retain more policies

Serving insurance agencies nationwide with AI-powered marketing solutions