01
Automated Websites & Funnels
A site that works for a small team
- Product pages per line
- Guided enquiry forms
- Quote request journeys
- Document upload
AI automation for insurance agencies
Compete on service without a bigger back office.
Enquiry response, cross-sell prompts, renewal automation, and compliance evidence — built for independent agencies.
<5 min
Enquiry response
+24%
Cross-sell rate
−58%
Back-office admin
Typical results across insurance agencies we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your agency every week
Stretched01
Small teams, constant enquiries
Everyone does everything, so nothing is consistent.
Revenue02
Cross-sell opportunities missed
Nobody spots the client with only one policy.
Churn03
Renewals handled reactively
Chased when there is a spare moment.
Risk04
Compliance is a scramble
Evidence assembled when the network asks for it.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for insurance agencies, monitored by us, owned by you.
1
Consistent first response
Every enquiry answered the same way, whoever is available.
2
Cross-sell prompts
Single-policy clients identified and offered relevant cover.
3
Renewals worked systematically
Staged sequences with no reliance on spare capacity.
4
Compliance captured continuously
Demands and needs and suitability recorded as you go.
✦Everything we automate
Everything we automate for a agency like yours
Six connected systems, each built with the specifics for insurance agencies.
02
Lead Capture & Instant Follow-up
Nothing waits for a free moment
- Instant acknowledgement on every enquiry
- Risk capture and routing
- Appointment booking
- Source attribution
03
AI Voice & Chat Agents
Phone cover without extra staff
- Overflow and out-of-hours answering
- Quote and renewal calls
- Document resend
- Escalation for advice
04
Workflow & Back-office Automation
Back office automated
- Renewal sequences
- Cross-sell prompts on single-policy clients
- Payment collection
- Compliance evidence capture
05
AI Customer Support Automation
Clients who self-serve
- Cover and excess answers
- Document retrieval
- Claims status
- Handover for regulated advice
06
Data, Reporting & AI Assistants
See where the agency grows
- Conversion by product line
- Cross-sell and policies per client
- Retention by cohort
- Compliance completeness
✦Compare your options
Hire, outsource, or automate?
What actually changes for a agency when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your agency today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your agency — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from insurance agencies we work with
★★★★★
“We compete with much bigger agencies on response time now.”
★★★★★
“Cross-sell used to depend on someone noticing.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will policyholders know they're talking to an AI?
The assistant introduces itself as your agency's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most insurance agencies are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Other insurance businesses we automate
All insurance →Free automation audit for insurance agencies · 45 min · ranked plan · fixed price
Free automation audit for insurance agencies
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