Every lead followed up, every renewal on time.

What insurance agents run on Wakato

Quote requests

A form collects the details and creates the contact. Contacts & CRM.

Lead follow-up

Personal emails and texts until they book a call. Email & Campaigns.

Renewal reminders

Automations remind clients ahead of every renewal date. Email & Campaigns.

Calls answered

The receptionist answers and books when you're busy. Communication.

The AI agents insurance agents start with

• Receptionist: Answers calls and books quote appointments.
• Leads: Runs your local ads and follows up every lead.

Use cases

• Follow up with every lead · Every lead from your site, ads, calls and DMs gets a personal follow-up by email or text until they book or buy, written by an AI agent.
• Never miss a call · An AI receptionist answers every business call in your voice, books appointments, takes messages and texts back anyone who hung up. Free to start.
• Run ads · Let an AI agent plan, launch and watch your ads on Meta, Google, TikTok and ChatGPT inside a daily budget you set, and pause what isn't working.

Questions

Will the AI quote policies or give advice?

No. It handles calls, intake, booking and follow-up and passes anything that needs your judgement to you; it never gives professional advice.