AI Secretary for Insurance Agents
Christine handles your renewals, claim notes, and commission tracking right from iMessage. Stop wasting billable hours typing data into six different carrier portals.
What Insurance Agents lose to admin every week
Quote details get lost between carrier portals
You quoted the Delgados through Progressive, State Farm, and Safeco. Each portal uses different coverage limits. The comparison you scribbled on the back of your folder is barely readable now.
Renewal follow-ups bottleneck every quarter
Mrs. Kim's homeowners policy renews Nov 1, the Patel business policy renews Nov 8, and 36 others are queued up. You haven't even started calling clients about rate changes yet.
5-8 policies per quarter auto-renew without review, risking client satisfaction
After-hours claim calls with no way to capture details
James hit a deer on Route 9, needs to file with Hartford, and is asking what his deductible is. You can't access your files from the bleachers, so you just promise to call back.
3-4 after-hours calls per week with no documentation trail
Commission tracking across 6 carriers
You earned commissions from Progressive, Hartford, Safeco, Nationwide, Travelers, and Liberty Mutual last year. Each pays on different schedules with different statements. Your accountant is waiting.
Admin on autopilot, via iMessage
Instant Prospect Notes
Dictate meeting details right after leaving a client's home. Christine transcribes vehicle VINs, current carriers, and desired deductibles into structured notes.
You text Christine
“Voice note: 'Delgado family—2019 CR-V, 2022 Camry, homeowners at 456 Maple, want $500 ded.'”
Quote Comparison Drafts
Turn raw numbers into professional comparison emails. Christine formats premiums and coverage limits from three carriers into a clear recommendation for the client.
You text Christine
“Draft email to Delgados comparing Progressive $185, State Farm $192, Safeco $178. Recommend Safeco.”
Renewal Review Scheduling
Automatically block time for renewal reviews 30 days out. Christine scans your policy list and schedules calls before auto-renewals lock in rates.
You text Christine
“Schedule 15-min renewal calls for all November policies. Start with Mrs. Kim on Oct 20.”
Policy Renewal Alerts
Get nudged to shop around before a policy renews. Christine reminds you to pull current rates from competing carriers so your client gets the best deal.
You text Christine
“Remind me 30 days before every renewal to check for better options across carriers.”
Client Policy Updates
Update your internal tracking sheets instantly. Christine extracts policy numbers, effective dates, and premium amounts from your voice commands.
You text Christine
“Update Delgado file: Safeco bundle, auto #SF-4829173, home #SF-7291046, eff April 1, prem $2,136.”
Expense & CE Tracking
Snap photos of E&O insurance bills or CE course receipts. Christine logs them under professional development for easy tax reconciliation.
You text Christine
“Photo of $65 E&O CE course receipt. Log under professional development expenses.”
$49/mo. Agency management system (AMS) costs $100-250/month.
Cancel anytime. No contracts.
“I used to spend Sunday nights entering quote data from the week. Now I just voice-note the details from my car. Christine puts it in my sheet. I got my weekends back.”
Marcus Thorne
Independent Insurance Agent, Columbus OH
Free tools for Insurance Agents
Calculators and templates built for your profession. No signup required.
Admin Cost Calculator
Find out how much admin work is really costing your business each year and see your ROI with Christine.
Time Savings Calculator
Select which admin tasks you do manually and see exactly how much time Christine can save you each week.
Client Onboarding Checklist
Interactive checklist for onboarding new clients, with profession-specific steps and automation tips.
Response Time Calculator
Calculate how much revenue slow client responses are costing your business each year.
Client Capacity Calculator
Find out how many more clients you could handle if your admin was automated.
Meeting Notes Template
Pre-filled meeting notes template with profession-specific sections. Copy and use instantly.
Questions from Insurance Agents
Stop drowning in admin.
Start at $49/mo.
Christine lives in iMessage. Text her your tasks, she handles the rest. 11 hours of admin work per week becomes minutes.