01 · YOUR DIGITAL EMPLOYEES
Digital employees that do the work.
Not chatbots. Named digital employees with photos, titles, and jobs they own, trained for insurance. They draft, send, book, follow up, and learn your business in your voice, 24/7.
NEWAI FOR INSURANCE AGENCIES & FINANCIAL ADVISORS
Quote, follow up, renew without chasing.
A trained team of digital employees and custom AI apps that captures every quote, runs the renewal calendar, and compounds your book of business.
HankQuote Specialist
GracePolicy Care Manager
WalterTrust Builder
EvaClient Milestone Manager
/HOW TO USE AI IN YOUR INSURANCE BUSINESS
Digital employees. Plus custom AI apps. Built for your insurance business.
Not a chatbot. Trained digital employees plus custom AI apps, shaped to how your insurance business actually works.
02 · CUSTOM AI APPS
AI apps built for your business.
Software used to be for tech companies. Not anymore. Describe what your insurance business needs (a quiz, calculator, intake, portal) and BuildAI builds it. With database, payments, and users included. Your digital employees run it for you.
1 Describe
2 Build
3 Launch
/THE WORK YOU'RE DOING MANUALLY
Every week, premium dollars are leaking through follow-up.
Cold leads waiting on quotes. Renewals you forgot. Life events that opened a window you missed.
01Capturing every quote request that comes in after hours~3 hrs / week
02Annual renewal review reminders and outreach~3 hrs / week
03Cross-sell sequences (auto → life, home → umbrella)~2 hrs / week
04Posting authority and education content~4 hrs / week
05Birthday and life-event nudges for clients~2 hrs / week
/MEET YOUR DIGITAL EMPLOYEES
Your agency digital employees. Running the book.
Four trained digital employees who know how an agency book actually compounds. They quote, review, educate, and remember every milestone.
Hank
Quote Specialist
- Captures every quote request from web and ads
- Qualifies coverage and gathers info
- Books calls onto your calendar
- Logs everything to your AMS
Grace
Policy Care Manager
- Runs renewal reminders and annual reviews
- Underinsured check-ins on life events
- Cross-sell auto → life and home → umbrella
- Sends policy summaries clients actually read
Walter
Trust Builder
- Explainer reels in plain English
- "Ask the advisor" Q&A posts
- Compliant authority content in your voice
- Schedules across LinkedIn and YouTube
Eva
Client Milestone Manager
- Birthday and policy-anniversary notes
- Life-event triggers (new baby, new home, new car)
- "Your kid just turned 16" nudges
- Quarterly check-ins on the book
/CUSTOM APPS · BUILT FOR YOU
Apps that capture coverage before the competitor does.
Describe what your agency needs. We build it. Your team runs it. Each app captures intent, runs a review, or onboards a client.
QUOTE CALCULATOR
Coverage Finder
Visitor enters basic info. App estimates coverage need and routes the quote to Hank with context.
agencysite.com/quote
Estimate your coverage
Home value$485,000
Annual income$165,000
Dependents2
Suggested term life$1.2M / 20 yrs
ANNUAL REVIEW
Policy-Fit Checker
Pulls current coverage, asks 5 questions, flags gaps. Grace books a 15-minute review.
agencysite.com/review
Annual policy review
Current policiesAuto + Home
Major life eventsNew baby (March)
Mortgage balance$310,000
Coverage concernsUmbrella?
ONBOARDING
Client Welcome Intake
New clients fill the welcome packet themselves. Beneficiaries, ID, banking, all captured before the call.
agencysite.com/welcome
Welcome packet
Date of birthApril 1982
Primary beneficiarySpouse
Health declarationsNone
ID
Banking
License
/HOW THEY WORK TOGETHER
From a quote click to a multi-policy client. On autopilot.
One book, four employees, three apps. Quotes get captured, reviews get booked, milestones get remembered.
01 · QUOTEHank
HankQuote calculator captures the lead and Hank qualifies coverage
02 · BOOKHank
HankHank books the quote call with full context onto your calendar
03 · BINDGrace
GraceOn bind, Grace owns renewals and policy reviews
04 · GROWEva
EvaEva runs milestones and cross-sells at the right moment
05 · TRUSTWalter
WalterWalter's authority content compounds your reputation locally
/HIRE A TEAM. OR HIRE THIS ONE.
The team every compounding agency already has.
Your AMS, quote intake, and email tool keep working. You'd still need humans on quotes, renewals, authority content, and milestones. Here's what hiring that costs.
Hire the team yourself
Real salaries. Real recruiting. Real onboarding time.
- Quote / Intake Specialist~$50k/yr
- Policy Care Account Manager~$60k/yr
- Marketing / Content Manager~$60k/yr
- Client Retention Coordinator~$50k/yr
Plus recruiting + licensing time$220k/year+
VS
Hire your BuildAI team
WORKS WITH YOUR STACKPlugs into the tools you already pay for.
- Hank · Quote Specialistincluded
- Grace · Policy Care Managerincluded
- Walter · Trust Builderincluded
- Eva · Milestone Managerincluded
All four, live in 60sFrom $39/mo
/WHAT YOU'LL SHIP
From signup to working team, in three weeks.
Every quote request captured.
Hank qualifies coverage, gathers info, and books calls onto your calendar, logged straight to your AMS.
Renewal reviews on autopilot.
Grace flags underinsured clients, runs annual reviews, and cross-sells auto → life and home → umbrella.
Authority content compounding.
Walter's plain-English explainer reels and 'ask the advisor' Q&A posts build trust across LinkedIn and YouTube.
/ROI MATH
1 retained policy/year pays for it.
Avg. annual premium$1,500
BuildAI (1 year)$468
Hours saved / month~25 hrs
Break-even1 retained policy / year
Stop losing renewals to silence.
Spin up Hank and Grace in 60 seconds. They'll start working your book before you finish your coffee.
NO CREDIT CARD · 60-SECOND SETUP · MADE BY HUMANS