For Insurance Agents

The lead that came in
after hours already called
someone else.

Slow follow-up, missed renewals, and quotes that go cold aren't a motivation problem — they're a systems problem. We build the automations that close those gaps, inside the tools you already use.

Book a Free 20-Minute Call Free  ·  No pitch  ·  No obligation

5 min

Window before a new lead's intent drops sharply. Most agents respond in hours.

30 days

Average window before a renewal slips if no reminder sequence fires automatically.

1 retained renewal

Typically covers the full cost of the setup. Most agents see it in the first month.

Where Work Gets Lost

Not in the pitch.
Before it.

New Inquiry

The lead that already moved on

A prospect submits a quote request at 7pm. You see it the next morning. They've already heard back from two other agents. Response time is the only differentiator at this stage.

Active Pipeline

The quote that went cold

Someone requested a quote, opened your email twice, and then went silent. No follow-up sequence fired. They bound with another agency three weeks later.

Book of Business

The renewal that lapsed quietly

Your best clients don't leave because they're unhappy. They leave because no one reminded them before renewal and a competitor did. Retention is a timing problem.

What Gets Built

10 automations.
Every stage covered.

Text and email within 2 minutes of any new inquiry — evenings, weekends, whenever it comes in.
3-touch sequence after a quote is sent. Keeps the conversation open without pressure.
60 and 30-day automated reminders before each policy renewal. Clients feel taken care of — and you stay top of mind.
Automated outreach when a life event or policy change signals an opportunity — new home, new driver, new business.
90-day follow-up for prospects who went cold after a quote. One message reopens more conversations than most agents expect.
Automated onboarding for new clients — what to expect, how to reach you, what their coverage covers. Sets the relationship up right.
Automated follow-up during an open claim. Clients feel supported. You stay informed without manual tracking.
Sent 60 days after binding — when the new client relationship is established and satisfaction is high.
Timed after a smooth claims experience or renewal. One-click link, high response rate.
Automated annual outreach to every client. Positions you as proactive, surfaces coverage gaps, and keeps the relationship alive.

How It Works

You hand us access.
We hand back something that runs.

01

20 minutes

Tell us what tools you use and where work is falling through. We tell you what to build and what it costs. No obligation.

cal.com/aligned-ai.co/20min

02

We build. You do nothing.

Inside your existing AMS, CRM, or email platform. No migration required. Most full builds complete in 5–7 business days.

No disruption to your current workflow

03

It runs. You grow.

Walkthrough, documentation, and a 30-day support window. The automations run on their own from day one.

30-day support included

Pricing

One retained renewal
covers the cost.

Self-Directed

DIY Guide

$97

  • All 10 automations, written instructions
  • Tool recommendations per setup
  • Email and SMS templates
  • Self-paced implementation
Get the Guide

Done For You

Full Setup

$997

  • All 10 automations configured
  • Built inside your existing tools
  • All copy written for you
  • Walkthrough and documentation
  • 30-day support included
Book a Discovery Call

Ongoing

Retainer

$300/mo

  • Monthly automation review
  • New builds as you grow
  • Priority support
  • Quarterly strategy check-in
Let's Talk

Most agents recover the full setup cost within the first month on one retained renewal.

20 minutes. No pitch.
Just clarity.

We'll look at where your leads and renewals are slipping through — and whether automation is the right fix.

Book Your Free Call

Free  ·  20 minutes  ·  No obligation