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

TeachfloorRE/MAXHall & PartnersGoPillarDaybreak Hotel

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

With Outsales

Follow-ups done by memory

Every lead followed up

Slow replies lose leads

Instant, personal replies

Old leads go cold

Database stays warm

Generic copy-paste emails

Written per contact

No follow-up tracking

Every touch logged

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.

The system

Not a bundle of tools. One machine.

An Orchestrator reads what came in and decides who should act. Workers do a job from start to finish. Skills are what they reach for on the way. Everything writes to the same contact record, so what one of them learns the rest already know.

The Orchestrator

Every email, payment, chat and meeting goes through it. It decides which worker or skill should run, and writes down why, in plain English. There is no workflow builder to maintain.

1Orchestrator3AI Workers7Skills14Integrations

Follow-up Worker

Reads the thread, works out when the next one is due, writes it and sends it from your inbox.

Meeting Notetaker

Joins Meet, Zoom and Teams. Records, transcribes and writes the summary onto the contact.

Personal Assistant

Messages you on Slack when a client writes. Reply, translate or archive without leaving it.

Seven skills

Ask a humanScore buy intentEnrich a leadUpdate the CRMMark lostMark customerClean the database

Where you work

AI follow-up for Insurance: FAQ

Never miss a follow-up
for Insurance.

Connect your CRM in minutes and let the AI follow up with every insurance lead, within your guardrails. Start free, no credit card.

Start for free14-day free trialNo credit card required