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INSURANCE
AI agent for client acquisition and qualification in insurance
Acquiring without qualifying inflates the cost of brokerage: the agent handles each enquiry, matches the profile to available cover and hands the broker only contacts with real intent and fit.
AI agent for client acquisition and qualification in insurance
An AI agent for client acquisition and qualification in insurance integrates with your tools and current flow, with human supervision and traceability. Before automating we define the task, exceptions and success criteria.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent adapts to your sector and real process, not the other way round.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
Acquiring without qualifying inflates the cost of brokerage: the agent handles each enquiry, matches the profile to available cover and hands the broker only contacts with real intent and fit.
THE CHALLENGE
client acquisition and qualification in insurance
In client acquisition and qualification in insurance, manual work is slow, depends on staff and leaves room for error; automating it without knowing the sector's flow is a risk. The difference is an agent with rules, exceptions and control, built for your operation.
Leads arriving unqualified
Quote requests with incomplete data force the salesperson to investigate before pricing.
Risk and profile unevaluated
Without cross-checking applicant data, estimating risk and proposing a correct premium is hard.
Legacy portfolio unprioritised
Old contacts and renewals are treated like new opportunities, losing commercial focus.
APPROACH
client acquisition and qualification in insurance
An agent with rules, exceptions and milestone control, adapted to your sector.
Automatic lead qualification
The agent completes and validates each request's data to estimate fit with the products.
Profile and risk rules
It applies underwriting criteria defined by the insurer to filter and prioritise requests.
Supervised premium proposal
It drafts a quote and leaves it for the agent's review before presenting it to the client.
Pipeline follow-up
It records each opportunity's progress and flags stalled ones to reactivate them.
DELIVERABLES
client acquisition and qualification in insurance
An operational, traceable agent under your control.
Qualified and prioritised leads
Completed requests ordered by fit and urgency for the sales team.
Quote drafts
Premium proposals ready to review and present, with data already validated.
Applied underwriting criteria
Risk and eligibility rules documented and applied consistently.
Updated sales pipeline
The status of each opportunity with stall alerts to reactivate follow-up.
TRUST
AI applied to real sector processes with supervision
AI agents adapted to your sector's real operations since 2008, with human supervision, traceability and milestone control in Barcelona, Madrid and remote. Code and documentation under your control, without lock-in.
- Adapted to your sector's real operation.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
FAQ
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