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Insurance Agent Guide

How to Automate Lead & Client Tracking as a Insurance Agent

You just spent 40 minutes at the Delgados' kitchen table quoting auto and home bundles from three carriers. Now you're stuck typing up scribbled notes into your AMS while the quote details start to slip.

The Current Reality

The Manual Way

Copying handwritten comparison sheets into spreadsheets and logging follow-up dates in a calendar app by hand.

30 minutes per prospect
  1. Try to read coverage limits and deductibles scribbled on the back of a folder
  2. Log into Progressive, State Farm, and Safeco portals to check exact premium numbers
  3. Type client vehicle VINs and property addresses into your agency management system
  4. Create a separate calendar event for a follow-up call three days out
  5. Write a comparison email from scratch using the data you just entered

With Christine AI

The Christine Way

Record a quick voice note right after the meeting; Christine pulls out policy details, updates your Google Sheet tracker, and writes the comparison email.

You

Send a voice note: 'Delgado family—quoting auto for 2019 CR-V and 2022 Camry plus home at 456 Maple. Want $500 ded. Current Geico bill is $2,400/yr.'

Christine

Christine transcribes the note, pulls out the vehicle models and address, and logs them into your 'Active Quotes' Google Sheet.

You

Text: 'Draft an email to the Delgados comparing Progressive ($185/mo), State Farm ($192/mo), and Safeco ($178/mo). Recommend Safeco for the bundle discount.'

Christine

Christine writes a professional email draft with the specific carrier rates and puts it in your Gmail drafts folder for review.

You

Text: 'Set a reminder to call the Delgados on Thursday at 2 PM to review the quote.'

Christine

Christine adds the appointment to your Google Calendar and sets a pre-call notification to pull up the quote sheet.

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

Just left the Delgados. Voice note: They need auto for a 2019 Honda CR-V and 2022 Toyota Camry, plus homeowners at 456 Maple St. Want $500 deductible. Currently paying Geico $2,400/year.
9:41 AM
Got it. I added the Delgado family to your 'Active Quotes' sheet with the vehicle details and current premium. Want me to prep a comparison email?
9:41 AM
Yes. Draft an email comparing the 3 quotes: Progressive at $185/mo, State Farm at $192/mo, Safeco at $178/mo. Recommend Safeco since it's the best bundle price.
9:42 AM
Email drafted in your Gmail drafts folder. I highlighted the $216 annual savings with Safeco. Should I schedule a follow-up call for Thursday?
9:42 AM
Schedule them for Thursday at 2 PM. Also remind me 30 days before any policy renewal to check rates.
9:43 AM
Calendar invite sent for Thursday at 2 PM. I also set a recurring reminder 30 days prior to all future renewals to audit carrier rates.
9:43 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