Insurance

    From Quote to Renewal — and Every Agent in Between

    Insurance agencies thrive on rapid response and consistent follow-through. in2ition.ai powers both — automating outreach, renewals, and agent enablement.

    The Insurance Industry Challenge

    Insurance agencies face intense competition where speed and persistence determine success. Every quote request deserves immediate attention, and every renewal conversation matters for retention.

    Traditional methods leave agents overwhelmed with administrative tasks, unable to focus on high-value consultative selling. Meanwhile, new agents struggle to ramp up quickly without consistent coaching and feedback.

    in2ition.ai handles quote requests instantly, identifies upsell opportunities automatically, and provides real-time coaching — so every agent performs like your best producer.

    Modules That Drive Insurance Success

    Calling

    Handle quotes, renewals, and inquiries instantly

    • Instant quote responses
    • Automated renewal reminders
    • Handle inbound questions 24/7

    Customer Intelligence

    Identify opportunities and retention risks

    • Track top-performing policies
    • Identify upsell opportunities
    • Monitor retention risks

    Interaction Coaching

    AI calls, recordings & live sessions — compliance & coaching

    • Ensure compliance automatically
    • Real-time coaching insights
    • Track performance improvements

    Proven Insurance Results

    60%

    Higher quote-to-bind rate

    25%

    Faster agent ramp-up

    35%

    Better retention

    How It Works

    Respond Instantly

    AI handles every quote request immediately, increasing bind rates and customer satisfaction

    Maximize Revenue

    Identify cross-sell opportunities and retention risks automatically across your book of business

    Coach to Excellence

    Monitor calls for compliance while delivering personalized coaching that improves close rates

    See How Insurance Agencies Use in2ition.ai

    Win more business from quote to renewal

    Book a Demo