Insurance Agencies

Your insurance agency on autopilot

Renewals chased before they lapse, quote requests answered in minutes, and premiums collected with a link — not a visit.

Book a free audit See the flow

The reminder ladder, from soft to firm

Every renewal climbs the same four rungs. The message changes tone as the date gets closer — and it stops the moment the premium lands, whichever rung that is.

Tone

firm↑soft

30 days out
A heads-up, nothing more
Hi Alex — your car policy renews on the 24th. Same cover, same price. I’ll send the link closer to the date.
15 days out
The link, with the numbers
Renewal is in two weeks: ₹8,200 with your 25% no-claim bonus kept. Pay here whenever you’re ready.
7 days out
Firm, and your agent is looped in
One week left — after the 24th the no-claim bonus resets. Rohit from our office is copied if you’d like to talk.
1 day out
A call gets scheduled
If it’s still unpaid the day before, a callback is put on the agent’s list — with the whole thread attached.

What we automate for Insurance Agencies

Renewal remindersQuote repliesPremium collectionPolicy deliveryClaim status updatesCross-sell nudges

Your Insurance Agencies dashboard

Every number, one screen

Leads, follow-ups and collections for your insurance agency — updated live, visible anytime, no spreadsheets to maintain.

Book a free audit Back to overview

Dashboard

sample data

renewals due this month

renewed on time

$640K

premiums collected

Activity

live

AI replied to Priya SharmaWhatsApp · 4 s3 min ago
Payment received$18,500 · Riverside Clinic6 min ago
Lead scored Hot → you were pingedWebsite form9 min ago
All documents receivedMehta & Associates12 min ago

Enquiries by channel

WhatsApp58%
Website22%
Email12%
Calls8%

96% answered in under 60 seconds

Book a free 30-minute automation audit

Start with a free audit

Tell us how enquiries, documents and payments move through your insurance agency today. In 30 minutes we'll show you what 99ai would automate first — no card, no commitment.

Reply within one working day
No commitment, no card details
Happy to continue on WhatsApp or email