Yapay Zekâ Aracıs for insurance brokers
Connect AI Ekibi so every prospect — personal, commercial, life, health, or specialty — is enriched, reached on email and WhatsApp, qualified by AI, and booked into a policy review with your licensed team.
- Her yeni CRM liderine anında yapay zeka yanıtı
- Personalised email + WhatsApp outreach
- İş kollarına göre ayarlanmış nitelikli diyalog
- Advisor or policy review call booked at high intent
- Pipeline stages updated automatically
< 5 min
AI response time to every new lead
100%
of leads contacted — nothing slips through
3×
more booked advisor calls vs manual outreach alone
24/7
coverage conversations when your office is closed
Lines of business we support
Personal lines
Home, auto, umbrella — respond fast when shoppers compare quotes online.
Commercial & SMB
Package policies, COIs, renewals — keep opportunities moving between meetings.
Yaşam ve koruma
Daha uzun döngüler ve güven oluşturma — danışan tavsiyeye hazır olana kadar besleyin.
Health & benefits
Bireysel ve küçük grup planları — ihtiyaçları nitelendirin ve broker incelemelerini rezerve edin.
Profesyonel ve uzmanlık
E&O, cyber, niche programs — answer first-level questions and route hot leads.
Fleet & transportation
High-volume inquiries — consistent follow-up without burning producer time.
Why brokerage leads stall before they bind
Insurance is a trust and timing game. These gaps cost brokers growth every month — AI Ekibi removes them with consistent, compliant-first follow-up.
Hot leads go cold before a producer calls
Buyers compare brokers and carriers in hours. If outreach waits, they bind elsewhere or stop responding.
Lisanslı personel tekrarlayan sorulara takıldı
Ekipler, gerçekten bağlayıcı olan anlaşmalar hakkında tavsiyelerde bulunmak yerine kapsamın temellerini ve alım adımlarını tekrarlar.
CRM stages lag behind real conversations
Pipeline reporting breaks when WhatsApp and email touches never hit the CRM. Forecasting becomes guesswork.
Full lead lifecycle — trigger to policy review
One CRM trigger launches an AI workflow until the prospect is ready to speak with a licensed producer — your team joins at the decisive moment.
CRM'de Yeni Müşteri Adayı
Sitenizden, reklamlarınızdan, yönlendirme ortağınızdan veya teklif isteğinizden bir potansiyel müşteri gelir ve otomasyonu anında başlatır.
Yapay Zeka Ekibinde Oluşturulan Fırsat
The lead becomes a tracked opportunity in your AI Ekibi pipeline.
Potansiyel Müşteri Zenginleştirildi + Puanlandı
Yapay zeka, sosyal yardımları kişiselleştirmek için kapsam ilgisi, yenileme zamanlaması ve kanal tercihi ekler.
Email Outreach
AI sends a line-of-business sequence aligned with the prospect profile and your brokerage voice.
WhatsApp Outreach
Parallel WhatsApp meets clients on their preferred messenger — within your compliance rules.
Email Outreach
AI sends a line-of-business sequence aligned with the prospect profile and your brokerage voice.
WhatsApp Outreach
Parallel WhatsApp meets clients on their preferred messenger — within your compliance rules.
Yapay Zeka Tam Konuşmayı Ele Alıyor
The agent answers approved SSSs, gathers intake details, and qualifies readiness with a professional tone.
Policy Review Booked
When intent is clear, AI reserves a slot with your producers — no endless email chains.
Potansiyel Müşteri Durumu Otomatik Güncellendi
CRM stages advance at each milestone — leadership sees an accurate funnel.
Üreticiler İlişkiyi Kapatıyor
Lisanslı personel tavsiye, fiyat teklifi ve bağlama — Yapay zeka, toplantıya kadar yetiştirme ve programlamayı ele aldı.
Everything in one automated system
Replace patchy follow-up across personal, commercial, and benefits funnels — from CRM sync to booked policy reviews.
CRM webhook integration
AI Ekibi, CRM veya müşteri adayı formlarınızdan yeni potansiyel müşterileri dinler. Her kayıt iş akışını otomatik olarak tetikler.
Automatic lead enrichment
Yapay zeka, her bir potansiyel müşteriyi ürün ilgisi, yenileme zamanlaması ve kanal tercihi ile zenginleştirir, böylece sosyal yardım alakalı kalır.
Personalised email sequences
AI sends sequences aligned with your brokerage tone — personal lines, commercial, life, or benefits.
WhatsApp AI conversations
Müşterilerle mesajlaştıkları yerde tanışın. Temsilci, tüm konuları lisanslı personele net bir şekilde ileterek yönetir.
Automated meeting booking
When intent is strong, AI books a policy review or discovery call into your calendar rules.
Canlı iş hattı güncellemeleri
Görüşmeler ilerledikçe fırsat aşamaları ilerler — daha az elektronik tablo, daha net tahminler.
Connects to the CRM your brokerage already uses
AI Ekibi sits alongside your AMS or CRM. Webhooks bring leads in; AI-written statuses keep producers and marketing aligned on every opportunity.
- HubSpot, Salesforce, Zoho, Pipedrive, and custom stacks
- Webhook-triggered automations — minimal latency
- Bi-directional sync for lead data and stage updates
- WhatsApp Business API and email with your brokerage branding
- Works with producers, CSRs, and appointment setters
Yapay Zekâ Aracı
7/24 hak kazanır + sohbet eder
CRM Sync
Bi-directional, real-time
Email Outreach
Sekanslar + takipler
Full AI-managed threads
Zamanlama
Niyetle ilgili incelemeler
Pipeline Updates
Aşamalar otomatik olarak hareket eder
Frequently asked questions
Common questions from principals, producers, and operations leads about AI Ekibi for insurance broker AI agent workflows.
Ready to automate brokerage lead follow-up?
Connect your CRM and let AI Ekibi handle enrichment, outreach, qualification, and scheduling — so producers spend time advising and binding, not chasing inboxes.
Keşfedin AI ajanları by industry
See how AI Ekibi adapts to your sector. Every solution shares the same automation engine, tuned to your workflows and compliance needs.