How I Helped an Insurance Broker Save 10+ Hours/Week with Smarter AI Messaging (No Developers Required)
Saving time is much simpler than you think.
Most independent insurance agencies don’t need a chatbot or a massive AI platform—they just need their time back.
Recently, I helped an insurance broker who was spending hours every week manually writing follow-up messages to leads. Texts, emails, reminders… every one of them was being copy/pasted or typed out from scratch.
It was a grind. And worse, it wasn’t converting well.
So here’s what we did:
Step 1: Mapped Out the Real Workflow
Before touching any tools, I spent an hour with the broker understanding their process. When a new lead came in, they wanted to:
Send a personalized message within 5 minutes
Follow up 24 hours later with a reminder
Send a 1-week check-in if there was no reply
They also wanted to avoid sounding robotic.
Step 2: Used AI + APIs to Make It Personal (and Scalable)
We hooked up a simple automation using:
A lead form trigger
An AI-generated personalized message based on the lead’s name, location, and requested policy type
A text message + email combo sent automatically
Follow-ups scheduled automatically (but editable if needed)
No developers. No code. Just smart, lightweight tools and the right AI prompts.
The Result?
~12 hours per week saved (based on their previous time spent)
Better response rates (“These messages don’t feel canned!”)
More mental energy to focus on calls and quotes
And the best part? They’re now asking: “What else can we automate?”
What This Means for Your Agency
If your team is spending hours every week typing out follow-ups, retyping the same emails, or just trying to keep track of who to message—there’s a better way.
You don’t need to be a tech company. You just need a system that works for you.
Want to See What This Could Look Like for You?
I offer a free 30-minute AI walkthrough for independent insurance agencies.
We'll look at your current workflow and find 1–2 areas you can automate fast—with no pressure to hire me after.
Let’s give you your time back.