Agentic AI Workflow Automation for Insurance Agents & Brokers
Converiqo automates lead capture, quote generation, policy renewals, claims queries, and multi-channel communication so agents focus on sales while delivering exceptional customer experiences.
Pressure points
Key Challenges for Insurance Agents & Brokers
Automation transforms lead management, quote generation, renewals, and customer communication workflows.
Fragmented Customer Communication
Customers reach out via WhatsApp, email, phone, and website—leading to missed policy queries, delayed renewals, and inconsistent service quality.
Manual Quote & Proposal Generation
Agents spend hours collecting customer data, generating quotes manually, and coordinating with underwriters, slowing down sales cycles.
Renewal & Claims Query Overload
Repeated questions about policy renewals, claim status, coverage details, and documentation consume agent time that could be spent on new sales.
Lead Management Chaos
Inquiries from websites, referrals, and social media get lost in spreadsheets, with no automated follow-up or qualification workflows.
Policy Lapse & Renewal Gaps
Manual renewal reminders and lapse-prevention workflows are inconsistent, leading to policy lapses and lost revenue opportunities.
Claims Support Bottlenecks
Agents manually handle claims queries, document collection, and status updates—creating delays and poor customer experience during critical moments.
How Converiqo Transforms Insurance Operations
Automation + AI synchronize every step from lead capture to quote generation, policy issuance, renewals, and claims processing.
AI-Powered Lead Management & Quote Automation
Automate lead capture, qualification, needs analysis, quote generation, and proposal workflows—reducing sales cycle time from weeks to days.
Intelligent Renewal & Claims Query Automation
AI assistant answers customer questions about policy renewals, claim status, coverage details, and documentation requirements 24/7 across all channels.
Unified Multi-Channel Customer Communication
One AI assistant handles WhatsApp, email, website widget, and phone inquiries—ensuring no customer query goes unanswered, ever.
Core module
Modules Tailored for Insurance Agents
Automated workflows for lead management, quote generation, renewals, claims support, and multi-channel communication.
Automation Flow
Lead Generation & Sales Automation
Capture inquiries from your website, LinkedIn, WhatsApp, referrals, partner channels, and social media platforms automatically.
Auto-classify leads by category: Life Insurance, Health Insurance, Motor Insurance, Home Insurance, Travel Insurance, and Corporate Group Policies.
AI profiling enriches leads with customer profile data, risk assessment indicators, coverage needs, and predicted conversion potential.
Automated follow-ups, quote sharing, needs analysis questionnaires, and appointment scheduling based on lead stage and interest level.
Sales teams get instant lead allocation, performance dashboards, deal-stage tracking, conversion probability scores, and commission tracking.
Integration with CRM and policy administration systems ensures seamless handoff from lead to quote to policy issuance, with full audit trail.
Automation Flow
Customer Self-Service Portal & Policy Query Automation
Customers check policy details, renewal dates, premium payment status, claim status, and coverage information via WhatsApp, website widget, or email.
AI assistant answers policy queries instantly: "When is my policy renewal due?", "What's my claim status?", "What documents do I need for claim?", "How do I update my nominee?".
Automated responses for common queries: premium payment reminders, renewal notices, claim documentation requirements, policy endorsement procedures, and coverage explanations.
Enable customers to download policy documents, request endorsements, update contact details, submit claims, and track claim status through conversational interfaces.
Provide real-time information on policy benefits, claim procedures, renewal offers, cross-sell opportunities, and regulatory changes affecting their coverage.
Handle service requests—address changes, nominee updates, premium payment issues, claim submissions—with automatic ticket creation and SLA tracking.
Automation Flow
Marketing Automation & Customer Journey Orchestration
Automated email and WhatsApp campaigns for policy renewals, premium payment reminders, cross-sell opportunities, and life-stage based insurance recommendations.
Personalized content delivery based on customer policy portfolio, coverage gaps, life events (marriage, child birth, home purchase), and engagement history.
Trigger-based workflows: renewal reminders (30/60/90 days before expiry), lapse-prevention campaigns, claim settlement notifications, and new product launches.
Multi-touch nurture sequences for leads at different stages—awareness, consideration, quote request, proposal review, and policy purchase.
A/B testing and analytics for campaign performance, open rates, click-through rates, conversion tracking, and ROI measurement.
Integration with CRM and policy administration systems ensures consistent messaging and data-driven personalization across all customer touchpoints.
Automation Flow
Contact Center Module & Customer Support Automation
Unified contact center handles inbound calls, WhatsApp messages, emails, and website chat inquiries through a single AI-powered interface.
Intelligent call routing ensures customers reach the right agent or department based on query type: sales, renewals, claims, or service requests.
AI-powered call transcription, sentiment analysis, and automatic ticket creation for follow-up actions and escalations.
Real-time agent dashboards show call volume, wait times, resolution rates, and customer satisfaction scores for performance tracking.
Automated outbound campaigns for renewal reminders, claim follow-ups, and policy updates via voice calls, WhatsApp, and SMS.
Integration with policy administration systems enables agents to access customer policy information, claim history, and coverage details in real-time during calls.
Automation Flow
Service Ticketing & Case Management
Internal ticketing for agent support, underwriting coordination, claims processing, and IT issues with SLA tracking and escalation rules.
Customer service requests—policy changes, claim submissions, document updates, premium payment issues—automatically create tickets with priority assignment.
Automated routing ensures tickets reach the right team: sales, underwriting, claims, or operations based on request type and policy category.
Status tracking and notifications keep customers informed about request progress via WhatsApp, email, or SMS with real-time updates.
Integration with policy administration systems and CRM ensures ticket resolution updates are reflected across all platforms and customer records.
Analytics dashboard shows ticket volume, resolution times, customer satisfaction scores, team performance metrics, and first-call resolution rates.
Automation Flow
End-to-End Workflow Automation for Insurance Operations
Automated customer onboarding workflows: lead capture → needs analysis → quote generation → proposal → underwriting → policy issuance → first premium collection.
Renewal workflows: renewal reminder triggers (90/60/30 days before expiry) → premium payment reminders → policy renewal → confirmation and documentation.
Claims workflows: FNOL (First Notice of Loss) intake → document collection → claim assessment → approval/rejection → settlement tracking → customer communication.
Cross-sell workflows: coverage gap analysis → personalized recommendations → quote generation → proposal → conversion tracking → portfolio expansion.
Integration with policy administration systems, CRM platforms, and carrier portals ensures seamless data flow and process automation across the insurance value chain.
Customizable workflow builder allows agents and brokers to create firm-specific processes for unique business requirements, regulatory compliance, and carrier-specific workflows.
Stakeholder outcomes
Benefits Across Insurance Teams & Customers
Everyone from agents to operations teams to customers benefits from automated workflows and intelligent communication.
Insurance Agents & Brokers
- Focus on high-value sales and relationship building instead of routine queries and administrative tasks.
- Faster quote-to-policy conversion and reduced time-to-issuance improves sales velocity and revenue.
- Automated renewal and claims query handling frees up 20-25 hours per week for prospecting and new business development.
Insurance Operations Teams
- Streamlined underwriting coordination and policy issuance workflows reduce processing time by 55% and eliminate manual errors.
- Centralized customer communication ensures consistent service quality and faster response times across all channels.
- Automated renewal reminders and lapse-prevention workflows improve policy persistency and reduce revenue leakage.
Sales & Marketing Teams
- Automated lead qualification and follow-up workflows increase conversion rates and reduce sales cycle time.
- Real-time lead scoring and pipeline visibility help prioritize high-value opportunities and optimize resource allocation.
- Integration with CRM systems ensures seamless handoff from marketing to sales to policy issuance with full activity tracking.
Claims & Service Teams
- Automated claims intake and status tracking improve customer experience during critical moments.
- Complete audit trail of all customer interactions, claims submissions, and resolutions simplifies compliance and reporting.
- Real-time alerts for high-priority claims and SLA breaches enable proactive case management and faster settlements.
Customers
- 24/7 access to policy information, renewal dates, claim status, and coverage details via preferred communication channels.
- Faster response times and consistent service quality improve customer satisfaction and policy retention.
- Proactive renewal reminders and personalized cross-sell recommendations enhance coverage and financial protection.
Technology & IT Teams
- API-first architecture enables seamless integration with existing CRM, policy administration, and carrier systems.
- Centralized platform reduces system complexity and maintenance overhead compared to multiple point solutions.
- Scalable infrastructure supports business growth without proportional increase in IT resources.
Deployment fit
Capabilities for Every Insurance Practice
From independent agents to large brokerages and multi-line insurance agencies.
Independent Insurance Agents
Solo agents and small practices benefit from automated lead management, quote generation, renewal reminders, and customer communication without complex infrastructure.
Insurance Brokerages
Brokerage firms get unified lead capture, policy administration workflows, and compliance automation across multiple agents and product lines.
Life & Health Insurance Distributors
Life and health insurance agents leverage AI automation to handle high-volume policy queries, renewal management, and claims support at scale.
General & Motor Insurance Agents
General insurance agents use automated workflows for motor, home, travel, and commercial insurance quotes, renewals, and claims processing.
Bancassurance & Corporate Brokers
Bancassurance teams and corporate brokers utilize automation for group policy management, employee onboarding, and corporate client communication.
Multi-Line Insurance Agencies
Agencies offering multiple insurance products use automated workflows to manage diverse portfolios, cross-sell opportunities, and unified customer experiences.
Proof of impact
Real Insurance Agents on Measurable Operational Transformation
Insurance Agents & Brokers Scale Faster on Converiqo
48%
Faster quote-to-policy conversion
62%
Reduction in renewal processing time
4.2x
Improvement in query response times
28%
Increase in policy persistency rate
Customer voice
“Converiqo transformed our insurance agency. The AI assistant handles 85% of routine policy queries and renewal reminders, freeing up our agents to focus on new sales. Quote-to-policy conversion time dropped from 2 weeks to 4 days, and our renewal persistency rate improved by 32%.”
Vikram Mehta, Principal Agent, SecureLife Insurance Agency
Need-to-know
Frequently Asked Questions
Answers for insurance agents, brokers, operations teams, and claims managers.
How can agentic AI improve insurance lead handling?
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Agentic AI auto-qualifies enquiries, detects intent, and routes leads to the right advisors so teams respond faster and convert more high-value prospects.
What common challenges can automation solve for insurance agencies?
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Automation removes follow-up delays, centralizes communication, and standardizes proposal workflows, enabling Tier-2 agencies to manage larger lead volumes without leakage.
Can AI help insurance advisors manage complex policy workflows?
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Yes. AI coordinates endorsements, renewals, claims support, and compliance reminders, keeping every stage of the policy lifecycle structured and on track.
How does automation reduce missed opportunities for insurance teams?
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Automated reminders, routing, and escalation alerts ensure every lead receives timely attention, preventing lost inquiries and stalled quotes across product lines.
What KPIs should insurance agencies monitor with automation?
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Track lead response time, quote turnaround speed, renewal conversion, claim support efficiency, and service resolution time via Converiqo dashboards to measure performance.
How does Converiqo’s Lead Engine help insurance brokers?
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Lead Engine consolidates leads from web, calls, campaigns, and referrals, scores prospects, detects coverage needs, and routes inquiries to the right advisors quickly.
How does Converiqo’s CSSE improve policyholder experience?
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CSSE portals let clients check policy details, upload documents, track renewals, and raise service requests instantly, reducing repetitive communication and improving transparency.
Why use Converiqo’s marketing automation for insurance services?
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Marketing automation runs renewal reminders, follow-ups, and nurturing flows that keep prospects engaged and support stronger conversion and persistency.
How does the Contact Center Module support insurance advisors?
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The contact center unifies voice, chat, and email in one view, giving advisors full context as they handle claims, endorsements, and new business inquiries simultaneously.
How do automation hooks streamline insurance service workflows?
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Workflow automation and RPA hooks trigger follow-ups, escalations, documentation requests, and renewal alerts, reducing manual workload and ensuring predictable service.
Insurance excellence
Ready to Automate Lead Management, Quotes, Renewals & Claims Support?
Plug Converiqo into your insurance practice to streamline lead capture, quote generation, policy renewals, claims processing, and customer communication.