AI SDR for insurance brokers
An AI SDR for insurance brokers
Work every quote request and aged lead the same day, and keep following up until they're ready to compare.
What Sara does for you
- Reach new quote requests in minutes, before another agent does.
- Remind past clients ahead of renewal and book a review.
- Prospect local businesses for commercial policies, with the owner looked up.
- Keep a record of every attempt on every lead.
Who she reaches
Your own leads: quote requests, past clients up for renewal, and businesses for commercial lines.
Sara's own lead search finds businesses, not individuals, so for consumers you upload your leads (CSV or PDF) and she works them.
What you'd type
“Follow up with the quote requests from this week by text, and email any that haven't answered in two days.”
She shows each lead and the exact message or call she plans. You approve, edit or reject; approved outreach goes out on weekdays during business hours.
Stay on the right side of the rules
Personal-lines leads are consumers: AI calls and marketing texts need prior written consent, which most compliant lead forms collect. Commercial prospecting can start with email.
Get consent before you call or text people. Under U.S. law an AI voice counts as an "artificial voice," so calling someone's cell phone with one needs their prior consent (written consent for sales calls), and marketing texts work the same way. Sara reminds you of this and gives you the controls, but you choose who to contact. Read the plain-English guide →
What it costs
Plans start at $35 a month (4,500 credits), and new accounts get 500 free credits. Calls cost about 31.7¢ a minute, texts 5¢, emails 3¢, a decision-maker lookup 15¢ and each lead found 4¢.
A full-time human SDR runs about $8,332 a month with benefits and payroll taxes. Compare for your own volume →
Common questions
Can an AI SDR work for insurance brokers?
Yes. Work every quote request and aged lead the same day, and keep following up until they're ready to compare. Sara drafts every touch for your approval and only sends during business hours.
What would I actually tell Sara?
Something like: "Follow up with the quote requests from this week by text, and email any that haven't answered in two days." She runs it, shows you each lead and the outreach she plans, and waits for your approval.
Is it compliant?
Personal-lines leads are consumers: AI calls and marketing texts need prior written consent, which most compliant lead forms collect. Commercial prospecting can start with email. This isn't legal advice.
What does it cost?
Plans start at $35 a month (4,500 credits), and new accounts get 500 free credits. Calls cost about 31.7¢ a minute, texts 5¢, emails 3¢, a decision-maker lookup 15¢ and each lead found 4¢.
Try Sara for insurance brokers
Tell her who you want to reach. She builds the list, drafts the outreach, and books the meetings once you approve.