Your agents sell. AI handles the follow-up.
Insurance agencies live and die on follow-up. A quote that doesn't get a follow-up within 24 hours has a 70% chance of going cold. IntelliQord automates quote follow-up, renewal reminders, and new prospect response — so your agents spend time selling, not chasing.
Instant Prospect Response
Every new quote request gets an immediate AI response — before the prospect moves on to the next agency.
Quote Follow-Up Sequences
5-touch automated follow-up on pending quotes. Most policies close from the 2nd or 3rd touch.
Consultation Scheduling
Prospects book calls with your agents directly — without receptionist bottlenecks or phone tag.
Renewal Reminders
Automated renewal outreach 60, 30, and 15 days before expiration. Fewer lapses, better retention.
Cross-Sell Automation
AI identifies cross-sell opportunities (home + auto, life + health) and initiates the conversation.
Win-Back Campaigns
Re-engage lapsed policyholders with personalized outreach at the right moment.
Stop losing policies to better follow-up.
Two recovered policies covers IntelliQord for the year.