AI for Insurance Agencies and Brokers
Replace Expensive SDRs, Book More Calls & Grow Renewals Automatically
The Bad News
Running an insurance agency has never been more challenging.
Insurance agencies live and die by booked appointments. But hiring and training SDR teams is expensive, and cold-calling is less effective than ever.
SDR and appointment setter salaries are rising — often $70K–$100K per year — and turnover is constant.
Leads sit untouched for hours (or days), even though contacting them in the first 5 minutes makes you 8x more likely to convert.
And when renewals slip through the cracks, you don’t just lose clients — you lose long-term profits.
What if instead, your agency could...
Replace $90K SDR salaries with a pay-per-appointment AI system
Fill your producers’ pipelines with warm, qualified calls every week
Automate renewals to lift retention by 5% → boosting profits by 25 – 95%
...all without hiring more staff or managing another agency?
That’s the power of our Insurance Growth & Profitability AI System.
The New Reality
Why AI Matters for Insurance Agencies and Brokers
Staffing crisis: SDR churn is high and average salaries now exceed $90K.
Revenue leaks: A 5% retention boost increases profits by 25 – 95%.
Lead expectations: Prospects contacted within 5 minutes are 8x more likely to convert.
🤖 AI solves all three challenges by:
Booking qualified producer appointments automatically with upsell / cross-sell opportunities.
Following up with every lead instantly across SMS, email, and calls.
Engaging clients before renewal deadlines to prevent churn.
The Good News
3 Ways AI Transforms Insurance Agencies and Brokers
1. Replace $90K SDR Salaries (Save More Money)
AI appointment setters handle lead follow-up, qualification, and scheduling.
24/7 availability — never quits, never sick, never burns out.
Pay only per booked appointment — no wasted salaries.
💡 Average savings: $70,000 – $100,000 per year.
2. Fill Your Pipeline with Warm Leads (Make More Money)
Stop relying on referrals or buying low-quality shared leads.
AI lead generation funnels capture prospects instantly.
Automated follow-up contacts them within 60 seconds to nurture them towards working with you.
Converts cold shoppers into booked producer appointments.
💰 Results: Predictable, qualified opportunities every week without human SDRs.
3. Automate Renewals & Lift Retention (Grow More Profits)
Minimize Renewal leakage = silent profit loss. A 5% retention lift = 25–95% profit growth.
AI policy renewal bots send multi-touch reminders (email, SMS, calls).
Clients feel valued with proactive outreach and remain loyal with you longer.
Reduces E&O risk while protecting the book. Retention = compounding growth.
📈 Agencies see higher retention, more stable revenue, and bigger valuations.
How We Can Help You
Here’s what our done-for-you Insurance Growth & Profitability AI System looks like in action:
AI Appointment Setter
💡Books, confirms, reschedules 24/7 → saves $90K+ / year.
Investment: $3,000 setup + $50 per booked appointment
AI Policy Renewal Bot
💡Automates renewals → boosts retention & profits.
Investment: $2,500 setup + $1,000/month
AI Lead Gen Funnels
💡Fills pipeline → adds consistent new prospects.
Investment: $3,500 setup + $2,500/month
These are proven frameworks listed as examples of what's possible.
On your free strategy call, we’ll design the right AI solution, customized to your agency, to help you reach your growth goals.
Why Now?
Why Should You Include AI Now Into Your Insurance Agency?
Staff shortages won’t improve — costs keep rising.
Prospects expect instant follow-up — or they’ll choose competitors.
Large brokerages and insurtechs are already using AI — independents who wait will fall behind.
TESTIMONIALS
What our clients are saying.
Focus on what matters, similar to other owners.
You never know what you're missing until you try NexLevel. We've been using it for 9 months and it has helped us double our pipeline and close more deals.
- Heather Mathewson, CTO at Wondershare Systems
By far, we have seen the best results from NexLevel CRM. The leads that come through the system are high quality and our sales team has closed more deals than ever before.
- Dr. Robert Conner, Partner at Conner David LLP
Our team has been using NexLevel for a few months and we are very happy with the results. We've closed more deals than ever before and our sales team loves it.
- Mike Nord, Marketing Director at Blitz Consultants Inc
I heard about NexLevel from a friend and decided to try it out. It's been a great decision! The app has helped me streamline our sales process and save time on administrative tasks and follow-ups.
- Michelle Darling, CMO at SmallScale Incubators
PACKAGES
Packages designed for your requirements.
Accessible pricing for businesses aiming to expand.
Build & Release
POA
One Time Setup + Support
One dedicated developer
Tailored workflow automation
No limit on requests
Infinite revisions
Strategic business consulting
Bespoke chatbots
Flexible cancellation and pause options
POPULAR
Build & Manage
POA
Setup + Ongoing Management
One dedicated developer
Tailored workflow automation
No limit on requests
Infinite revisions
Strategic business consulting
Custom chatbots
Flexible cancellation and pause options
The Bottom Line
Ready to cut costs, grow retention, and fill your producers’ calendars with AI ?
🎁 Bonus: When you book your free strategy call with us today, you’ll also get free digital copies of my 3 popular AI business books:
Accelerate or Fall Behind: Why Small + Medium-Sized Businesses Need AI Now (or Go Out of Business Later)
The Unfair Advantage: How Small Business Owners can Use Artificial Intelligence (A.I.) to Boost Sales, Outsmart the Competition and Grow their Dream Businesses without Breaking the Bank
Future-Proof: How to Adopt and Master Artificial Intelligence (A.I.) to Secure Your Job and Career
Custom plan? Let's talk.
Speak with a Strategy Expert & let us build your vision.
190%
Increased likelihood of a positive return on investment with paid advertising.
70%
More likely to purchase from a business that is easily found online.
310%
Enhanced chances of contact with a robust online presence.
