Christine AITry Christine
Insurance Agent Guide

How to Automate Client Follow-Up Emails as a Insurance Agent

You just spent 45 minutes at the Delgados' kitchen table quoting auto and home bundles from three carriers. Now you're stuck typing your scribbled notes into an email while your kid waits for dinner. Doing this by hand ruins your evening.

The Current Reality

The Manual Way

Copying handwritten quote details from folders into Outlook, then building comparison tables for each carrier yourself.

25 minutes per prospect
  1. Read your messy notes on coverage limits and deductibles written on the back of the client folder
  2. Log into Progressive, State Farm, and Safeco portals to check exact premium numbers
  3. Open Outlook and draft a new email, typing out the comparison table by hand
  4. Attach PDF quotes from each carrier portal one by one
  5. Check rates for typos before hitting send

With Christine AI

The Christine Way

Record a voice note right after you leave. Christine transcribes it, pulls the data, drafts the comparison email, and waits for your one-tap approval.

You

Send voice note: 'Just left Delgados. Quoting 2019 CR-V and 2022 Camry plus home at 456 Maple. Progressive $185, State Farm $192, Safeco $178. They want $500 deductible.'

Christine

Transcribes audio, finds vehicle VINs and address, and creates a draft email comparing the three specific premiums.

You

Reply 'Send it, but highlight Safeco as the best bundle discount.'

Christine

Updates the email to recommend Safeco, attaches the three carrier PDFs from your linked drive, and sends to the Delgado family.

Time Saved Per Week

4.5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

🎤 Voice Note: Just finished with the Millers. Quoting their bakery business policy. Hartford is $240/mo, Travelers $255, Nationwide $238. They need GL and Property. Effective date Nov 1st.
9:41 AM
Got it. I've drafted an email to the Millers comparing the three commercial quotes. I pointed out Nationwide as the lowest option ($238/mo). Want me to attach the carrier spec sheets?
9:41 AM
Yes, attach the specs. Also add a note that we can bundle their workers comp next month for extra savings.
9:42 AM
Updated. The email now mentions the potential Workers Comp bundle for December. Sending now to James Miller. I also set a reminder for you on Oct 25 to check on their signature.
9:42 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

Works via iMessage3-minute setupCancel any timeReal humans in support