Services
Fourteen things your agency stops chasing
Every QuoteBind AI automation is built around one goal: nothing that should happen for a client — or for you — quietly falls through the cracks. Here is what each one does, and which plan includes it.
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A quick tour of what QuoteBind AI does for an agency, shown with a demo agency and sample data. The presenter is an AI avatar.
01 · Win more business
Answer first, follow up every time
Instant quote response Core
The moment someone asks for a quote — in the chat on your agency page or website, or by phone on Pro and Complete — QuoteBind AI replies in seconds, asks the right follow-up questions and collects what your team needs. It's a personal reply, not an automatic price: the premium still comes from your team and your carriers. More →
AI phone line on a dedicated number Pro
Your agency gets a dedicated US AI phone number. Calls your team can't answer — and every after-hours call — forward to it, so clients keep calling the number they already know. The AI answers in your agency's name, recognizes existing clients, takes quote requests and emails you a summary of every call. More →
After-hours call handling Pro
Calls that come in outside business hours are answered, not sent to voicemail. The AI answers common questions, takes quote requests and messages, and flags anything urgent for your team first thing.
Claims & policy changes by phone Pro
When a client calls about an accident, theft, fire or water damage, the AI first checks that everyone is safe and tells them to call 911 if anyone is hurt. It takes down what happened, when and where, injuries, police, the other party and the policy number, and emails your team an URGENT alert. It reminds the client to report it to their carrier too. Policy changes (new car, new driver, new address) are taken down the same way for your team to process.
Unresponsive lead follow-up Pro
Leads who went quiet for two days or more get a natural, well-timed follow-up message — the persistence a busy team doesn't always have time for.
Agency page and lead capture Core
A ready-made page for your agency, hosted by us with your logo, services and license details — or our chat and quote request added to the website you already have with one line of code. Every interested visitor's details are captured on the spot. Book a Call is included on Pro and Complete.
02 · Keep more clients
Retention that doesn't depend on memory
Renewal reminders Core
Active policies renewing in the next 30 days get a reminder by email, timed to get a response and repeated every term — so a renewal never quietly lapses. More →
Premium payment reminders Core
A gentle nudge a few days before each premium payment is due, based on the policy's payment frequency — fewer cancellations just because someone forgot to pay.
Personalized cross-sell Pro
QuoteBind AI reviews the coverage each client already has and flags real gaps — a homeowner with only auto insurance, a high-value home without umbrella coverage — so your team can suggest something that fits.
Churn risk alerts Pro
Early warning signs in your client data — a late payment, a drop in contact, a complaint — flag the client for a personal check-in before they've decided to leave.
03 · Run without the busywork
Routine requests, handled
Certificates of insurance Core
Clients request a certificate from your client portal and get a proof-of-coverage PDF in your agency's name by email within minutes. Certificates that need coverage limits, additional insured wording or official ACORD forms stay with your team. More →
AMS data sync Core
Upload your agency management system export once a week: new policies are added and changed ones updated, nothing deleted. Every day you receive a CSV in your AMS's own format, ready to import back. No AMS? Add policies one by one from the dashboard.
04 · See everything · 05 · Serve clients better
One panel for you, self-service for them
Owner dashboard Core
New leads, policies coming due and open risk alerts in one panel that's always current — instead of a weekly report someone has to assemble by hand.
Client portal Core
Clients check their own policy details anytime, signing in with just their email and policy number — no separate password to create or remember.
Review requests Pro
Happy clients are asked for a Google review at the right moment — a few days after a good interaction, not months later.
Core includes everything marked Core. Pro adds everything marked Pro, with 600 AI call minutes a month. Complete adds call recordings with full transcripts, call analytics and priority support, with 1,500 minutes. Extra minutes are $0.30 on either plan. Compare plans →
Go deeper
A closer look at each service
Let's Talk
See what QuoteBind would automate for your agency.
Book a call: tell us a little about your agency and pick when we call you. To see exactly where QuoteBind saves your team time, compare what each plan includes on our Pricing page.
Ask our AI anything in the chat — pricing, setup, or what QuoteBind would automate for your agency — and get answers right away. Prefer email? Write to [email protected].
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