AI employees for insurance agencies
Policy renewal outreach, quote follow-ups, client communications, and agency reporting — handled by AI, approved by your team.
Never miss a renewal again
Policy renewals are the lifeblood of insurance agencies. But manually tracking renewal dates and drafting outreach for hundreds of clients is overwhelming. SendToTeam provides AI employees that draft personalized renewal reminders, quote follow-ups, and client communications — so no policy lapses due to missed outreach.
Automated renewal outreach
Your AI outreach employee tracks upcoming renewals and drafts personalized messages well before expiration dates. Multi-touch sequences ensure clients are reminded at the right intervals — each message reviewed by your team before sending.
- Personalized renewal reminder sequences
- Quote follow-up and comparison emails
- Policy change confirmation communications
- Cross-sell and upsell opportunity outreach
New business prospecting
Grow your book of business with AI-drafted outreach to prospects. Your AI employee researches potential clients and drafts personalized messages about relevant coverage — all reviewed before sending.
Agency reporting and insights
Generate monthly reports on policy volumes, renewal rates, and revenue trends. Your AI reporting employee compiles the data into actionable summaries for agency principals.
Why insurance agencies choose SendToTeam
- Automated renewal reminders prevent policy lapses
- Scale prospecting outreach without hiring producers
- Keep clients informed and satisfied with regular communication
- Every message reviewed before reaching clients
Marcus
Market Analyst
Monitors competitors weekly, tracks market trends, and delivers clear reports so you always know where you stand.
Sarah
SDR & Outreach Lead
Researches prospects, writes personalized outreach, manages follow-up sequences, and books meetings on your calendar.
Emma
Content Writer
Writes blog posts, social media content, email newsletters, and marketing copy that matches your brand voice.