Insurance AI Package

[Shield] AI Agent for Insurance Agencies

• Quote request intake — auto, home, life, commercial
• Policy renewal reminders
• Claims reporting — AI gathers FNOL details
• Certificate of insurance requests
• Payment processing reminders
• Cross-sell & upsell campaigns
• Annual review scheduling
• Document generation — proposals, dec pages
• Fax service for carriers
• 1,000 minutes/month
• AMS integration support

AI that qualifies leads, handles renewals, and processes claims — your 24/7 virtual CSR.