Insurance Agency-Automating Quote Intake & Capturing 47% More Leads

Written By Kalada Nemieboka

Problem
A mid-sized insurance brokerage received 150–300 inbound inquiries per week, but the team could only respond to about 40% in time. Quotes were delayed, follow-ups were inconsistent, and lead loss was becoming expensive.

Keyvar AI Triage Solution

  • Built an AI assistant to collect quote details (coverage type, location, assets, renewal dates)

  • Integrated scheduling for agent callbacks

  • Added automated follow-ups at 24 hours and 3 days

  • Synced all collected data into AMS360

  • Triggered notifications when a lead was tagged as “high-intent”

Results

  • Response time: reduced from 8 hours → 30 seconds

  • Lead capture: increased by 47%

  • Agent productivity: 12+ hours/week saved

  • Quote completion: improved by 33%

Why it worked
Insurance triage uses structured, repeatable workflows — perfect for AI intake automation that needs to capture information cleanly, consistently, and instantly.

Kalada Nemieboka
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