AI agents by trade · Insurance agents
AI agents for insurance agents: the first 3 bots
Updated · by Rosh Perera
Leads go quiet, renewals slip and the inbox fills up. These three bots draft the follow-ups, reminders and triage, and you approve each one.
Top 3 bots for insurance agents
01Never miss a lead follow-up
Checks your CRM or inbox for leads that went quiet and drafts the next follow-up for your OK.
02Appointment reminders, with your OK on each day's list
Each afternoon it drafts reminders for tomorrow's client meetings. You approve the list, then it sends.
03Inbox triage with drafted replies
Sorts new email into reply / FYI / ignore and drafts replies in your voice for you to approve.
Every bot starts as drafts: it prepares, you approve, then it sends.
Not sure these are your 3?
Answer 5 quick questions and get your first 3 bots with copy-ready prompts. Free, no signup.
Try the planner →Keep these human
- Coverage advice, quotes that bind and claims decisions stay with you.
- Respect opt-outs and local rules for business messaging.
- Don't paste policy numbers or sensitive personal data into prompts.
Want it done for you? $149 setup incl. a 30-min call
We set up one AI agent workflow from the pack for your business (for example lead follow-up, missed-call text-back or content repurposing). It starts with a 30-min call with Rosh to pick the workflow, and it's delivered within 7 days. The pack is included. Rosh does each setup himself, booked on a first-come basis.
Book the setup · $149$149 one-time, plus local tax where it applies.
Full refund if it doesn't work: if your workflow doesn't do the job we picked on the call, reply to your receipt within 14 days of delivery for a full refund. Changed your mind before the call? Same, full refund.
Secure checkout on Whop. After checkout you'll pick a time for your 30-min call.
Built by Rosh Perera, who has set up AI automations for more than 40 businesses over about 3 years.
FAQ
Will the bot bind a policy?
No. It drafts follow-ups and reminders. Advice and binding stay with you.
Can it chase quiet leads by itself?
It drafts the next follow-up; you approve before anything sends.
Does anything go out without me?
Not at the start. Follow-ups, reminders and inbox drafts wait for your OK.
Which AI tool do I need?
Any of Grok Bot, ChatGPT, Claude or n8n. Each template on this site comes in those formats. If you're not sure which jobs to start with, the free planner picks your first 3 bots in 5 quick questions.