An AI Employee for Your Insurance Agency

Some things have to come first in an insurance agency: a client has a $500 premium increase; you just received five leads and need to prepare quotes; one of your biggest accounts just suffered a major loss and needs some hand holding; and…you have several carrier reps clamoring to meet with you. Something has to give and that something is often your insurance agency marketing.

What if you hired an employee to handle that marketing that falls through the cracks? Clients would be happier, you would get more quality leads, profit growth and happy clients.

What would that new employee cost your agency? $50,000? $60,000? $70,000?

What if you could leverage AI to handle the marketing that falls between the cracks for just several hundred dollars a month? We hear a lot about AI powered this or that and we're all seeing it creep into our work tools a little more every day. But could your insurance agency really leverage AI to the point it could help you get more marketing done without hiring a new employee? You could. Consider the following…

A prospective client finds you while doing a Google search.

This happens because… your AI assisted employee (hereafter referred to as your AIE) optimized your Google Business Profile and dozens of other important online directories. Your AIE was able to perform keyword and competitor research to maximize the impact of these updates.

That prospective client likes what they see when they review your Google reviews and your insurance agency's Facebook page.

This happens because… your AIE has been requesting reviews from clients with high net promoter scores (NPS), responding to reviews and posting interesting content to your insurance agency's Facebook page.

That same person decides to take the next step and goes to your website to ask you for an insurance quote or consultation at 9:00 on a Friday night. Despite the hour, the lead information is captured and the next step in the sales process is set up.

This happens because… your AIE is there to converse with the lead in real time, capture contact information and set up a follow up meeting.

Once the lead becomes a client your AIE asks them to let you know about their experience by asking a question and assigning a net promoter score. If that score is a nine or a ten, your employee asks for a Google review.

This happens because… in a few clicks your AIE is able to determine that your new client is a net promoter - an advocate - and is able to create a smooth path for your new client to give your agency a glowing, five-star Google review.

Now that your lead is now a client you stay in touch, promote brand awareness and reinforce the value of your service and solidify the relationship with your new client.

This happens because… your AIE is posting valuable and interesting information to Facebook and other social media and sending out a monthly newsletter.

And the cycle begins again when a different consumer finds your agency in a Google search…and your AIE is there every step of the way.

AI powered social media marketing, online directory updating, reputation management, conversational webchat and automated review requests make an AI employee more than a concept. More importantly, these AI tools give your agency time back to do the work demanded of an insurance agent and still get effective marketing done day-to-day.

Want to schedule a consultation to learn how your agency can have an AI employee? Get in touch and let's talk!