Insurance
The AI That Captures Every Quote Request and Never Lets a Policy Lapse
Insurance agencies that respond to quote requests in under 5 minutes bind 5x more policies.
Quote requests come in at all hours. Claim follow-ups pile up. Expiring policies renew with competitors because nobody called in time. SARA Voice captures every quote request 24/7, follows up on active claims, and retains expiring policies — while Lead Radar identifies businesses and individuals actively shopping for coverage.
5x
more policies bound when responding in under 5 min
45%
of quote requests come after business hours
$3,800
average annual premium per policy retained
24/7
quote capture and claims follow-up
The Problem
What's costing insurance operators the most
Quote Requests Lost After Hours
45% of quote requests come outside business hours — evenings, weekends, and during lunch breaks. Every one that hits voicemail is a policy that goes to the agency that answers.
SARA Voice captures every quote request 24/7 — collects coverage needs, current policy details, and contact information — then delivers a structured summary for your agent to quote in minutes.
Slow Claim Follow-Up Erodes Trust
Clients file claims and then wait. Your team is processing new business, answering phones, and handling renewals. The client feels forgotten. When renewal comes, they shop.
SARA follows up on every active claim at regular intervals — status updates, next-step reminders, and proactive communication that keeps clients informed without your team lifting a finger.
Expiring Policies Renewing Elsewhere
Your book of business has hundreds of policies expiring every month. Manual renewal outreach means many clients never hear from you until it's too late — and they've already bound with a competitor.
SARA Retain monitors every policy expiration date and triggers renewal outreach at 90, 60, and 30 days — personalized by coverage type, client history, and competitive positioning.
Cross-Sell and Upsell Opportunities Missed
You insure their auto but not their home. Their business but not their cyber liability. Your team knows there are gaps but doesn't have time to systematically address them.
SARA identifies coverage gaps across your book and runs targeted cross-sell campaigns — bundling opportunities, new product introductions, and life-event triggers.
Referral Follow-Up Inconsistent
Happy clients give referrals. Your team writes the name on a sticky note. Three weeks later, nobody has called. That referral bound with someone else.
SARA captures every referral and triggers immediate, personalized outreach — a warm introduction referencing the referring client, followed by systematic follow-up until the policy is quoted.
No Proactive Lead Generation
You wait for calls, referrals, and internet leads. There's no system for finding businesses with expiring policies, new startups needing coverage, or individuals with life changes that trigger insurance needs.
Lead Radar identifies businesses with upcoming policy renewals, new incorporations needing commercial coverage, and individuals showing life-event triggers — new homes, new vehicles, growing families.
Live Voice Demo
Hear SARA handle a insurance call
Click the microphone and talk to SARA right now. Ask her about your business — she will respond in real time with relevant, industry-specific answers.
Click the microphone below to start a live conversation with SARA.
The Solution
SARA for Insurance
The specific SARA products that move the needle in your industry — and why.
Ask Sara
Ask Sara about insurance
Sara knows your industry. Ask her anything — she'll show you exactly how this maps to your specific operation.
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Want the full personalized conversation?
Talk to Sara on a live voice callStop losing policies to slow response and silent lapses. See SARA in action.
20 minutes with Eric. We'll audit your operation, find your highest-leverage automation opportunity, and model the ROI — no pitch, just numbers.