Does it work with my agency CRM?

Yes. Outsales runs on top of your CRM, reads client context, and writes follow-up activity back automatically.

Can it handle renewals and cross-sells?

Yes — set rules for renewal windows and cross-sell triggers, and the AI reaches the right clients at the right time.

Does it send from my email?

Yes — from your address, so clients hear from their agent. Require approval before sending until you're comfortable.

Will it feel personal?

Each message is composed from scratch per client using their policy and conversation context — never a generic blast.

Built for Insurance teams

AI follow-up for
Insurance

Outsales follows up on every quote, nurtures renewals and cross-sells, and replies to new inquiries instantly — so more quotes bind and fewer clients lapse.

Trusted by salespeople who work at these companies

Stop losing deals in the follow-up gap

In insurance, the money is in the follow-up: quotes that need a nudge, renewals that need a reminder, and clients ripe for a cross-sell. Outsales handles all of it automatically, on top of your CRM.

The manual way

The Outsales way

Follow-ups done by memory

Leads fall through the cracks when you get busy.

→

Every lead followed up

AI follows up at the right time, automatically.

Slow replies lose leads

Hours or days to respond to a new inquiry.

→

Instant, personal replies

New leads get a tailored response in seconds.

Old leads go cold

Your database sits untouched and forgotten.

→

Database stays warm

AI re-engages past leads on the right trigger.

Generic copy-paste emails

Templated messages prospects ignore.

→

Written per contact

Each email composed from real context.

No follow-up tracking

You don't know who still needs a nudge.

→

Every touch logged

Activity written back to your CRM — nothing forgotten.

Every follow-up handled — for Insurance

Outsales reads your CRM and email threads, writes the right follow-up, and sends it at the right time — for Insurance teams.

Follow up on every quote

Quotes that don't bind right away get persistent, personalized follow-up until the prospect decides — no quote left forgotten.

Renewal & cross-sell nurture

The AI reaches clients ahead of renewals and surfaces cross-sell moments (auto, home, life) at the right time.

Instant reply to new inquiries

New quote requests get a tailored response in seconds, from your inbox — before they call another agent.

Logged to your CRM

Every email and reply is written back to your CRM so your book of business and activity stay complete.

Five agents. One sales force.

Each one masters a stage of the pipeline. Together they run sales end to end — so you don't have to.

Sequencer

Design entire multi-step outbound campaigns in a 5-minute chat with AI. Source, personalize, and send — at scale.

AI Email Writer

Write 500 emails with one set of rules. Teach the AI your brand voice, products, and guardrails in plain English.

Autonomous CRM

11 specialized AI Workers analyze every signal and act on your behalf — an Orchestrator runs the operation within your rules.

AI Follow-up for your CRM

Keep Pipedrive, HubSpot, Salesforce, or ActiveCampaign — add an AI layer that follows up from your inbox. Zero migration.

Buy Intent + Orchestrator

Score every contact on real buying signals — email, Stripe, Intercom, meetings — and auto-route the right action.

See your sales force in action

Connect your stack and watch the agents run your pipeline — start free, no credit card.

Start for free