How AI Helps Insurance Sales Agents
Agencies lose time to renewal reminders, certificate requests and quote follow-ups. 12² builds message templates, request intake and a quote summary step around the agency management system.
Insurance Agency Service Desk · From $4,500 + $349/mo, by team size · proposed estimate · It says it is an automated assistant whenever it talks to someone directly, and your team reviews what it drafts before it goes out.
Ai for insurance agencies: the short answer.
12² builds AI for insurance sales agents that takes on the routine work: drafting renewal and follow-up messages for review, taking certificate requests, summarizing carrier quotes and logging calls. It runs inside the tools you already use. Licensed producers still advise and bind every policy.
Sources
- Goodcall AI answering service: Starter $79/mo, Growth $129/mogoodcall.com
- General office-writing evidence, not a study of this job: in an RCT, ChatGPT cut professional writing time 40% and raised quality (Noy & Zhang, Science 2023)news.mit.edu
Research figures above describe the cited studies, not results 12² promises. Results vary. Disclosures
Where the hours go now.
Renewal and follow-up messages
Agencies lose time to renewal reminders, certificate requests and quote follow-ups.
Certificate and change requests
The same requests arrive all day, often when nobody is free to answer.
Quote comparison summaries
Rebuilt from scratch each time, usually at the end of the day.
What it handles, and what it never does.
What it handles
- Renewal and follow-up messagesIt drafts renewal and follow-up messages for producer review.
- Certificate and change requestsIt takes certificate and change requests for staff.
- Quote comparison summariesIt drafts quote comparison summaries from carrier quotes.
- Calls and leadsIt logs calls and leads.
- Hand-off to your teamAnything that needs a person goes to the right person, with the details attached.
What it never does
- Make up a price or a factIt works only from the documents, records and price lists you give it. Anything it can't find goes to your team.
- Promise a resultQuestions about outcomes go to the person who does the work.
- Pretend to be a personIt says it is an automated assistant whenever it talks to someone directly.
- Make a credit, coverage or account decisionYour licensed staff make every one of those calls.
- Send anything on its ownDrafts wait for your team's approval before anything goes out.
Built and tested on your own work.
Before handoff, we run your build on your own real examples and fix anything that misses.
- Tested on your own workBefore handoff, we run your build on your own real examples and fix anything that misses.
- Retainer, then balance on deliveryRetainer up front. Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass.
- Fixed price, scope and timelineAll three in writing before work starts. The timeline is set in your quote.
- What 12² buildsMessage templates, request intake and a quote summary step around the agency management system.
- How it connectsWe confirm how it connects to your agency management system on the first call and write it into your quote.
Related solutions: Claims & Policy Intake Desk · Underwriting File Prep Desk · Claims Examiner File Desk · all solutions
See also: all industry packages · pricing
From $4,500 + $349/moSetup + monthly, by size. The monthly fee covers monitoring, fixes and re-tests for your package as your templates, documents and staff change. AI and software usage is billed at cost. Proposed starting estimates by team size, not fixed prices; the final price is in a written quote.
- Small: Small firm (1-10 staff)From $4,500 + $349/mo. The core build for 1-10 staff: message templates, request intake and a quote summary step around the agency management system. Proposed estimate. Small tier; monthly covers hosting, monitoring and fixes.
- Mid-size: Mid firm (11-50 staff)From $9,500 + $750/mo. Everything in Small firm, for more users, inboxes and calendars, with hand-off rules set for each role. Proposed estimate. More users, locations or integrations.
- Enterprise: Large firm / enterprise (50+ staff)From $25,000, custom quote. Everything in Mid firm, across locations or departments, with system integrations and a security review scoped in your custom quote. Proposed estimate floor; scope, integrations and security review set the final number. No cap.
- Retainer up front Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass. Scope, price and timeline are agreed in writing before work starts.
- You own itThe accounts, scripts, templates and data sit in your name. You can leave at any time.
- Compliance and dataState insurance laws (unfair claims practices, data-security, producer licensing) apply; detail unverified per state. Licensed staff make every coverage, claim and pricing decision. TCPA consent for calls and texts.
- Not professional advice12² is not an insurer, agency or adjuster, does not handle claims and does not perform licensed insurance activity. Coverage, claim and value decisions stay with your licensed staff. 12² builds software and automations. It is not a licensed professional in your field, and your team makes every professional decision. Disclosures
Straight answers.
Will it sell policies?
No. Licensed producers advise and bind.
How does payment work?
Retainer up front. Work starts once the retainer is paid; the balance is due on delivery when the agreed test cases pass.
How long does it take?
Timelines are set per project in the quote, after we see your systems and volume.
Are these prices final?
No. They are proposed starting estimates. You get a written custom quote after a short scoping call.
Tell us how you handle renewal and follow-up messages now.
A few lines is enough. If it's a fit we'll say so, and if it isn't we'll tell you why.
- You'll hear back within one business day12² reads your note and replies about your project.
- A free 20-minute callHow the work runs now, what gets missed, and what your team needs from it.
- A fixed quoteYour size, scope, date and price in writing before any work starts.
Prefer email? Write to [email protected]
Got it. Your message is in.
You'll hear back within one business day.