For insurance agents & agencies
Renewal season shouldn't double your inbox.
Policy renewals, claims status questions, new client onboarding paperwork — AI handles the repetitive 80% of your agency email so you can focus on underwriting, prospecting, and actually talking to clients. Your data stays on hardware in your office.
No slides. No contract until you've seen it work.
The insurance agency inbox runs on repetition. That's fixable.
Renewal season turns your inbox into a full-time job
Every policy renews on its own calendar. October is auto. March is homeowners. December is commercial. Each renewal cycle triggers a wave of identical questions: "What's my new rate?" "Why did my premium go up?" "Can we shop this around?" You answer the same 10 questions 40 times over six weeks — then the next renewal cycle starts. This is automatable.
Claims status requests that pile up faster than you can respond
A client files a claim on Monday. They email Tuesday: "Any update?" Wednesday: "Just checking in." Thursday: "Did you hear from the adjuster?" You're not the adjuster. You can't speed up the carrier. But you're fielding every follow-up anyway — and each one takes 3 minutes to read, process, and reply to with the same holding message. Multiply by 12 open claims and you've lost an hour a day to status emails you can't change.
New client onboarding that drags across eight emails
Client says yes. You send the new business checklist. They send back a driving record but miss the prior coverage proof. You follow up. They send the wrong declarations page. Another follow-up. By the time you have everything to bind the policy, you've sent eight emails to accomplish what a 10-minute phone call once handled. AI manages the paperwork chase so you can focus on underwriting the risk.
What happens when we install it.
- 01
Week 1: We sit with your team and read your actual inbox.
We go through two weeks of real agency email together — renewal threads, claims follow-ups, onboarding chains. We learn your voice, your carrier relationships, and the exact language your clients expect. No generic templates.
- 02
Week 2: We install your automation.
AI drafts a reply to every incoming client email. You approve each one for the first week — nothing goes out without review. Everything installs on hardware in your office so client data never leaves your building.
- 03
Week 3+: It runs. We tune for renewal season.
Most agency clients add renewal-specific sequences before their biggest renewal months — proactive outreach, rate-change explanations, re-shop prompts. You're prepared for the volume spike instead of drowning in it.
On-premise deployment
Client data stays in your office.
We install the AI on a dedicated Mac mini in your agency. Your client emails are processed on hardware you own, not on a cloud server. The system reads your inbox, drafts replies, and logs everything locally. Nothing is sent to a third-party AI service. Your client data stays where it belongs — and your E&O exposure stays minimal.
What “working” looks like.
10 hrs
per week recovered from repetitive client email — average insurance agency client
2 weeks
from first meeting to live automation. No platform to learn.
$300–$1,500/mo
month-to-month. No contract until you've seen it work.
Case study — Summer 2026
“Our first insurance agency case study launches this summer. Be the agency it's written about — book a demo and we'll set you up at 50% off setup.”
Independent insurance agency · Georgia · pilot client · results Q3 2026
We serve Georgia SMBs — in person.
We're based in Atlanta. We drive to your office. We sit with your team. No Zoom-only installs.
Not looking for email automation?
W&S also automates voice & phone, billing, scheduling, lead generation, and more. Tell us what you need and we'll build it.
Start here →Stop answering the same renewal questions 40 times a year.
15 minutes. Live demo built around insurance agency email patterns. No slides, no pitch deck.
$300–$1,500/mo · month-to-month · cancel anytime