Insurance

AI agent that never loses
a client or a policy

Automate insurance quotes, package comparisons, lead qualification, policy renewals and claims management — on your website, WhatsApp and phone. Voice AI included. Conversations in 50+ languages.

88%
Automated conversations
+60%
Qualified leads
50+
Languages supported
<5m
Setup time
Live Demo

The insurance agency's mini-site. The chatbot beside it.

Browse the mini-site and verify in real time: the AI responds with real information from the knowledge base.

safeguard.ro

AI Chatbot — SafeGuard Asigurări Timișoara

LIVE

Ask the chatbot about insurance types, quotes or claims — verify the answers live on the mini-site beside it.

Insurance types Get a quote Report a claim Schedule a meeting Compare packages
Why AI

Without AI, you lose policies and valuable clients

Without AllAI

  • Clients request quotes at all hours — but the agent is in meetings or off the clock and doesn't respond
  • Package comparisons take time: the client waits, gets bored and buys from the competition
  • Policy renewals get lost if you don't actively call — long-time clients leave without you knowing
  • Claims generate dozens of repetitive calls: documents, status, deadlines
  • Unqualified leads waste time — the agent spends hours with clients who aren't the right fit

With AllAI

  • The AI generates instant quotes 24/7: collects the necessary data and presents the right options
  • Automatic comparisons between packages with prices, coverage and benefits — the client decides in minutes
  • Automatic renewal reminders 30 and 15 days before expiry — zero lost policies
  • Automatic claims management: collects documents, updates status and answers questions
  • Lead pre-qualification: the AI filters and sends the agent only clients with real potential
Use Cases

What the AI solves for your insurance agency

Instant Insurance Quotes

The AI collects the necessary data (insurance type, vehicle, property, person), calculates an estimated quote and presents available options with detailed prices and coverage. The client gets a response in under 2 minutes.

Package Comparisons

Presents clear comparisons between insurance packages: auto liability vs. comprehensive, house vs. apartment, individual vs. family travel. Each with price, included coverage, exclusions and additional benefits.

Automatic Policy Renewal

Monitors policy expiration dates and proactively contacts clients 30 and 15 days before. Offers online renewal with one click and presents available alternatives at renewal.

Lead Qualification

Pre-qualifies potential clients by collecting information about insurance needs, budget and risk profile. Routes qualified leads to the agent with the right expertise for the type of policy requested.

Claims Management

Guides clients through the claims process: what documents are needed, how to file, what the deadlines are. Updates claim status and automatically answers repetitive questions.

Existing Policy Information

Answers questions about active policies: included coverage, insured amount, territorial limits, special clauses and modification procedures. Clients find answers without calling the agency.

88%
Automated inquiries
+60%
Qualified leads
24/7
Quotes available
-70%
Policies lost at renewal
ROI

How much you save with AllAI's AI

Cost Without AI
Support agent (€1,000) + losses from unrenewed policies, lost leads and undelivered quotes (€2,200)
€3,200/month
Cost With AllAI
Professional plan with WhatsApp + Voice AI + policy renewal reminders
€59/month
Monthly Savings
Not including additional revenue from automatic cross-selling and upselling on existing policies
€3,141/month
Estimated annual savings: €37,692
View Pricing
Features

Built for insurance agencies

Configurable quote engine — instant calculation for auto, comprehensive, home, travel, life and health insurance
Integrated package comparator — clear presentation of differences in coverage, prices and benefits
Automatic renewal system — expiration monitoring and proactive notifications via WhatsApp and email
Intelligent lead qualification — collects risk profile, budget and needs, routes to the right agent
Claims management module — step-by-step guide for filing, required documents and status tracking
Cross-selling & upselling — automatic recommendations for complementary policies based on client profile
Integrations

Connects with your systems

Insurance CRM

HubSpot, Salesforce, Zoho, AgentSync

Native

Calendar

Google Calendar, Calendly, Acuity

Native

WhatsApp Business

Quotes, renewals, claims notifications

Native

Online Payments

Stripe, mobilPay, Netopia, PayU

API

Document Management

Google Drive, Dropbox, SharePoint

API

Review Management

Google Reviews, Facebook Reviews

Webhook

SMS Notifications

Twilio, SendSMS, Vonage, reminders

API

Automations

Zapier, Make, n8n — connect anything

Native
Case Studies

Real results in insurance agencies

Multi-Brand Insurance Agency

AsiguraPro Broker București

Bucharest, 15 agents, all policy types
AllAI on website and WhatsApp. Generates instant quotes, compares packages from multiple insurers, manages renewals and collects claims documents — around the clock, in Romanian and English.
-75%
Repetitive calls
+60%
Qualified leads
95%
Renewal rate
+40%
New policies/month
Independent Insurance Agent

SafeGuard Asigurări Cluj

Cluj-Napoca, 3 agents, auto and home insurance
Chatbot on website and Facebook. Handles auto and comprehensive quote requests, compares offers and schedules office appointments. Clients get a quote in under 2 minutes, anytime.
+70%
Quotes generated
4h
Time saved/day
4.9
Google rating
€24
Monthly cost
Corporate Insurance Broker

TrustLine Insurance Timișoara

Timișoara, 8 agents, corporate and fleet insurance
Voice AI for calls and LinkedIn chatbot. Qualifies corporate leads, presents fleet and property insurance solutions, manages contract renewals and complex claims files.
100%
Calls answered
+45%
Corporate contracts
-65%
Claims processing time
€59
Monthly cost

Voice AI for Your Insurance Agency

Virtual phone agent — generates quotes, answers questions about policies, manages renewals and claims, around the clock, in the client's language.

★★★★★
"We were losing an average of 30% of renewals because we couldn't contact all clients on time. Since implementing AllAI, the AI sends automatic WhatsApp reminders 30 days before expiry and offers online renewal. The renewal rate has risen to 95%, and we generate 40% more new policies monthly thanks to instant quotes. At 59 euros per month, AllAI pays for itself from the first renewed policy we would have otherwise lost."
AP
Adrian P.
General Director, AsiguraPro Broker București
Frequently Asked Questions

FAQ Insurance

Can the AI generate real insurance quotes?

The AI generates estimated quotes based on the data entered by the client and the pricing grid you configure. For exact final quotes, it directs the client to the appropriate agent with all data already collected. The quoting process that used to take 15-20 minutes drops to under 2 minutes.

How does the automatic renewal system work?

You configure policy expiration dates, and the AI sends WhatsApp and email reminders 30 and 15 days before. It includes information about the current policy, renewal options and online payment link. The client renews with one click or requests a consultation to evaluate alternatives.

Does it integrate with my insurance CRM?

AllAI integrates with HubSpot, Salesforce, Zoho and specialized insurance CRM systems via API or Zapier. Qualified leads, quotes and client data sync automatically. Agents see the complete file in the CRM: insurance type, budget, risk profile and preferences.

Can it compare packages from multiple insurers?

Yes. You configure offers from all insurers you work with, and the AI presents clear comparisons: prices, coverage, exclusions, deductibles and additional benefits. The client sees the differences in a simple format and decides without pressure.

How does it handle claims?

The AI guides the client step by step: what documents are needed, where to file, what the deadlines are, what coverage the policy has for the event. It collects documents digitally and updates the client about the file status. Reduces repetitive status calls by 70%.

Is it suitable for an independent agent (1-2 people)?

Perfectly suited. The Starter plan at 24 euros/month covers website chat, estimated quotes and policy information. Professional at 59 euros/month adds WhatsApp, Voice AI, automatic renewals and CRM integrations. It's like having a dedicated assistant 24/7.

Can it do cross-selling and upselling?

Yes. Based on the client's profile and existing policies, the AI automatically recommends complementary insurance: a comprehensive auto client gets a roadside assistance offer, a home insurance client gets a property insurance offer. Increases average value per client by 25-35%.

How does it protect clients' personal data?

AllAI is GDPR-compliant with end-to-end encryption and data stored on secure EU servers. Configurable retention policies, deletion on request and complete audit trail. Financial and identity data is processed according to banking-grade security standards.

Ready to automate
your insurance agency?

Set up in less than 5 minutes. No code required.

✓ Free plan ✓ No credit card ✓ 14-day trial