Insurance
About the role
AgenticWhispers builds custom AI agent systems for insurance brokerages and agencies to handle intake, renewals, policy questions, and claim status. These AI agents triage inquiries with a warm voice, escalating to licensed humans when necessary.
AI agents don’t replace licensed producers or service teams but reduce their workload, allowing them to focus on high-value human conversations. Each system is tailored to your agency’s lines of business, carriers, management system, and jurisdiction.
What we deploy
- First contact for prospects: Qualifies risk, gathers underwriting details, books appointments, and routes clean files to licensed producers—without requiring CSR involvement for every cold inquiry.
- Renewal tracking: Monitors renewal calendars, reaches out early, gathers updated information, flags accounts for remarketing, and queues quotes for producer review—eliminating lost renewals.
- Policy and endorsement handling: Manages routine policy questions, certificate requests, and simple endorsements. Escalates coverage interpretation or claims advice to licensed humans.
- Claim status updates: Keeps clients informed during open claims—status, next steps, and required actions—without service teams chasing carriers and clients in parallel.
Who this is for
- Independent brokerages, captive agencies, MGAs, and program administrators frustrated by lost leads and overworked CSRs.
- Producers who want pre-qualified pipelines before engaging.
- Agency principals seeking growth without increasing headcount.
How we work
Every AI agent is built to integrate with your carriers, management system, and jurisdiction. A human-in-the-loop and clear escalation paths to licensed producers ensure regulatory compliance.
- Whisper Session: A 60-minute working session to map your operations, identify high-value agent deployments, and deliver a written AI action plan within 48 hours. You retain ownership of the plan regardless of next steps.
- Custom deployment: Starter engagements begin at $25,000. Enterprise systems scale based on scope, fleet size, and integration requirements.
Humans direct the agents—not the other way around. This is the foundation of our approach.