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For Insurance Agencies

Every missed call is a policy your competitor writes.

Your quotes followed up.
Your renewals saved.

AI employees that answer every call, follow up every quote, handle claims intake, and prevent renewal lapses — so your producers focus on writing new business.

See How Many Policies You're Losing →Book a Demo
<60s
quote request response
24/7
claims & quote coverage
6+ hrs
saved per producer daily
Emma
Mark
Sophie
James
Jordan
Alex
AI Front Desk
Emma
Answers every call — quotes, claims, service

Here's What Happens

From quote request to bound policy — automatically.

1
Prospect requests a quote
Call, email, website form — any channel, any time. Emma captures it instantly.
2
Qualified & routed
Line of business, property details, coverage needs — gathered in seconds and sent to your producer.
3
Quote followed up
Mark follows up systematically — day 1, day 3, day 7 — until they bind or say no. No quotes forgotten.
4
Meeting booked
Sophie schedules the producer call, sends reminders, handles rescheduling — no back-and-forth.
5
Producer binds the policy
Your producer walks in with a qualified prospect, full intake details, and a follow-up history. All they do is close.

This Is Happening in Your Agency Right Now

Monday morning. 12 quote requests from the weekend. 4 claims calls. Zero follow-ups sent.

Speed wins the policy. Right now, you're losing on speed.

A prospect requested a home quote Friday at 6pm
You saw it Monday. They bound with another agency Saturday morning.
A client called about a fender bender at 9pm
Voicemail. They felt abandoned. They’re shopping at renewal.
You sent 40 quotes last month. Followed up on 12.
The other 28? That’s $42K–$140K in annual premium — gone.
CSRs spend half the day on COIs and billing calls
Meanwhile, your producers can’t focus on writing new business.

This isn't a lead problem. It's a response and follow-up problem.

Impact on Your Book

Every unfollowed quote is $1,500–$5,000 walking out of your book.

Multiply that by 20–50 missed follow-ups per month. You don't lose policies to better agents — you lose them to faster ones.

$218K–$265K
Added to your annual book
From improving response speed and follow-up alone
40%
More quotes followed up
Systematic, not when someone remembers
1,800%+
Return on investment
Based on increased bind rate and retention
15–25%
Quote-to-bind improvement
From faster response alone
See your quote leakage →

What changes when your agency runs on systems instead of people

YOUR AGENCY TODAY
Quote requests sitting in email for days
After-hours calls going to voicemail — claims and new business
Renewals handled manually — some slip through
CSRs buried in COIs, billing, and endorsement requests
Cross-sell? Only when someone remembers
YOUR AGENCY WITH SCENDCORE
Every quote request captured and followed up within 60 seconds
Every call answered — 24/7, including claims intake
Renewal reminders at 60, 30, and 14 days — automatic
Routine service handled by AI — CSRs focus on retention
Cross-sell campaigns run based on coverage gaps

You don't need more staff. You need a system that doesn't drop opportunities.

ManualScendCore
Quote follow-up rateThis is where most agencies lose money~30%100%
Response to new inquiryHours or daysUnder 60 seconds
After-hours coverageVoicemailLive AI
Renewal remindersManual / inconsistentAutomatic at 60/30/14 days
Cross-sell campaignsAd hocSystematic
COI processing15 minutes2 minutes
Annual cost$55K+ (1 CSR)Fraction of the cost
Revenue leakageConstantEliminated

Watch how ScendCore captures, follows up, and converts a real quote — live

No slides. Real AI. Real phone call. Real results.

See How Many Policies You're Losing →

Like adding 6 people to your agency

Meet your AI insurance team. Always on.

Each one replaces a bottleneck that’s costing you policies — and works 24/7 without delay.

Emma
Mark
Sophie
James
Jordan
Alex
Monitoring 24/7
Agency Front Desk
Emma

Every call answered. Quotes, claims, service.

Most agencies send after-hours calls to voicemail. Emma answers them.

  • "Is this a new quote, existing policy, or a claim?" — routes in seconds
  • After-hours claims: captures details with empathy, notifies your team
  • Quote requests: captures coverage needs, current carrier, renewal date
  • Your producer gets a full briefing before calling back

No missed inquiries. No voicemail. No lost policies.

Your team

All 6 agents work together. From quote intake to renewal. No gaps.

This isn’t software. It’s an agency team.

No missed callsNo unfollowed quotesNo lapsed renewalsNo wasted CSR time

Every Quote Captured

Nothing falls through the cracks. Ever.

📞

No missed calls

Every call answered — even 2am claims.

No forgotten quotes

Systematic follow-up on every quote sent.

📆

No lapsed renewals

60/30/14 day reminders, automatically.

💼

No wasted CSR time

Routine requests handled by AI.

Why This Matters Now

Customers expect instant response

They Google, click, and want a quote in minutes. Not days.

Your competitors are automating

The agencies that adopt AI first will capture the market.

Carriers reward responsiveness

Faster bind rates = better appointments = better commissions.

Always On

Every quote request gets a response—even after hours. No more missed calls. No more lost policies.

6:00 AM
Quote request from website. Captured, qualified, in your producer’s queue.
8:30 AM
3 quote follow-ups sent. 1 prospect replied: "Let’s bind."
11:00 AM
Sophie confirmed 5 renewals. 1 client wants to add umbrella coverage.
2:00 PM
Commercial prospect responds to Mark’s outreach. Intake meeting booked.
6:00 PM
COI request handled. Certificate in the client’s inbox.
9:30 PM
Client reports a claim. Emma captures FNOL, notifies adjuster.

While your competitors sleep, your pipeline keeps moving.

“We were sending 50 quotes a month and following up on maybe 15. ScendCore follows up on all of them. Our bind rate went up 35% in the first quarter.”

— Agency Principal, 12-person independent P&C agency (Texas)

Works With Your Agency Management System

Live in your agency workflow in hours—not weeks of setup or training.

No migration. No disruption. ScendCore handles communication. Your AMS handles policies. They work side by side.

Applied EpicVertaforeHawkSoftEZLynxQQ Catalyst

Direct AMS integrations coming soon — works standalone from day one

Built for Trust

Clients still feel like they're talking to your agency.

Every interaction is personalised, professional, and aligned to your agency's voice—so client relationships stay strong while response time improves.

🤝

Relationships stay personal

The AI uses your agency’s tone and references the client’s specific policy details. No generic scripts.

🧠

It won’t replace your producers

ScendCore handles the repetitive work—quote follow-ups, renewals, COIs. Your producers focus on writing new business.

💬

Conversations feel natural

Clients don’t feel like they’re talking to a chatbot. The AI listens, asks the right questions, and adapts to each situation.

Questions from agency owners

Can AI handle claims calls?+

Emma captures the initial report — type, date, description, contact info. She never advises on coverage or promises outcomes. Your licensed agent handles the claim.

What if the AI gives wrong coverage advice?+

It won’t. ScendCore never recommends coverage, quotes premiums, or binds policies. When coverage is discussed, the AI transfers to your licensed producer.

Does it replace our AMS?+

No. Communication and follow-up — that’s ScendCore. Policy management — that’s your AMS.

We’re a small agency — is this for us?+

Especially. Small agencies lose the most from missed calls and unfollowed quotes. ScendCore gives you the coverage of a 20-person agency.

How fast can we go live?+

24 hours. We configure your agents, set up renewal sequences, and connect your number.

What does it cost?+

Less than a part-time CSR. One extra policy per month pays for it many times over.

The Brain

More than agents. An AI company that runs your agency.

Every action scored by ROI. The right work, every cycle.

The Brain is ScendCore's global decision engine — it sits above every agent, scores every candidate action by expected return, respects your policies and budget, and continuously picks the highest-value work. Your agency doesn't just run on AI — it runs on the right AI work, in the right order.

What the Brain decides for you
  • Which lapsing renewal needs an Emma call today vs. an automated reminder
  • Which closed-lost prospect is worth re-quoting now that rates dropped
  • When to escalate a high-value commercial enquiry to a producer
  • Whether to spend Mark's outbound budget on cross-sell or new business this week
  • When a claims-call sentiment turns negative — handover to a human immediately
Learn about the Brain

If you're not first to respond,
you don't win the policy.

ScendCore makes sure you are — every time.

No long-term contractsGo live in 24 hoursCancel anytime
See How ScendCore Writes More Policies

No extra hires. No missed quotes. No lapsed renewals.

or book a demo directly
ScendCore for Insurance Agencies — Every Missed Call Is a Policy Your Competitor Writes | ScendCore