For Insurance

Quote faster. Win every renewal.

AIBizConnect OS gives agents quote-intake funnels, a CRM that tracks every policy, and an AI concierge that answers, quotes, and keeps policyholders close.

Start freeSee it for agents

14-day free trial · no credit card · P&C and life ready

New quote
Auto + Home bundle
$1,840/yr
Multi-policy · Austin, TX
Get a quoteRequest callback
SLSofia Lin · New quoteAI sent options · nurturingNurturing
TPTheo Park · RenewalBooked review · Fri 10:00 AMBooked
30%

more quotes started

9 hrs

saved per week

24/7

quote intake

1 day

to go live

Built for how agents work

Quotes, renewals, and policies — in one place

Everything an insurance business needs to quote, bind, and retain — no plugins to wire up.

Quote-intake funnels

  • Branded multi-line intake
  • Auto-tagged by policy type

Renewal automation

  • Renewal reminders on autopilot
  • Win-back sequences for lapses

Policyholder nurture

  • Cross-sell & bundle prompts
  • Annual review scheduling

Pipeline & referrals

  • Referral request sequences
  • Household & business rollups
AI concierge for agents

It quotes the second they ask

While you're with a client, your concierge greets new prospects, gathers quote details, and books the review straight on your calendar.

  • Replies to every inquiry in seconds
  • Gathers quote details before they reach you
  • Books reviews straight into your calendar
✨
Quote Concierge
Auto + Home
Quoting
Hi! Looking for a quote on a renewal? I can pull options in 2 minutes.
Yes — auto + home bundle.
Perfect. Friday 10am works for a 15-min review — I've booked it and saved you in the CRM. ✅
✓ Lead captured · review booked
How it works

From sign-up to your first bound policy

1

Connect your lines

Add your products and brand — AI builds your quote funnels and CRM.

2

AI works your quotes

Every prospect is captured, quoted, and nurtured automatically.

3

Win more renewals

Walk into booked reviews while renewal follow-ups run themselves.

“Setup took an afternoon. The concierge qualifies leads better than the VA I was paying $2k a month for.”

DWDana WhitfieldInsurance Agent · Tampa

Build your insurance business on AIBizConnect OS

Launch quote funnels and let your AI win every renewal. Live the same day.

Start freeBook a demo

14-day free trial · no credit card required