AI Agents for Insurance
Quote faster, follow up smarter, and keep more policyholders. AI calling, automated renewals, and compliant communication in one place.
- Quote Follow-Up
- Renewal Automation
- Compliance Ready
- Multi-Line Support
Why insurance agencies choose Centerfy
Insurance runs on relationships. Centerfy helps your agents keep more relationships going with less effort.
Faster quotes
AI pre-qualifies callers and routes them to the right agent, with context ready.
Higher retention
Automated renewal reminders and check-in campaigns cut policy lapses.
More policies sold
Fast lead response and automated follow-up turn more quotes into bound policies.
Built for the insurance sales cycle
Sell more policies, keep more customers, and stay compliant from one platform.
Speed-to-quote
AI answers quote requests instantly and gathers preliminary details before connecting an agent.
Renewal campaigns
Multi-touch campaigns remind policyholders before their renewal dates.
Compliance recording
Record and store calls with proper consent to meet regulatory requirements.
Cross-sell detection
AI spots cross-sell opportunities by analyzing conversations.
Go live in days, not months
- 1Day 1
Import your book
Upload your book of business or sync it from your current AMS.
- 2Day 1 to 3
Configure workflows
Set up renewal reminders, quote follow-ups, and routing rules.
- 3Day 3 to 4
Train your team
Quick onboarding with insurance templates and scripts.
- 4Day 4+
Start selling
Launch campaigns and let AI handle routine communication.
Built for insurance workflows
- 1Quote Request
- 2AI Qualifies
- 3Agent Quotes
- 4Follow Up
- 5Policy Bound
Quote pipeline
Track every quote from first inquiry to bound policy.
Renewal tracking
Automated alerts and campaigns go out before policies expire.
Claims communication
Automated updates keep policyholders informed during the claims process.
Multi-carrier quoting
Manage quotes across carriers in organized pipeline stages.
Referral campaigns
Automated referral request sequences grow your book organically.
E&O documentation
Calls are logged and recorded automatically for errors and omissions protection.
Works for every insurance type
P&C insurance
Home, auto, and commercial policy sales and retention.
Life and health
Individual and group policy management with compliance tools.
Medicare and benefits
AEP/OEP campaign management with enrollment tracking.
What teams typically improve
30%
More Policies
Fast lead response and follow-up automation raise bind rates.
90%
Renewal Rate
Automated renewal campaigns prevent policy lapses.
50%
Less Admin
Auto-logging and workflows remove manual data entry.
5x
ROI
The platform pays for itself many times over through higher production.
Results vary. Based on aggregated customer outcomes.
“We went from losing renewals to a 92% retention rate. The automated reminders alone paid for the entire platform.”
Frequently asked questions
Does it integrate with our AMS?
Is call recording compliant?
Can I manage multiple lines of business?
Grow your book of business faster
Book a demo to see the AI CRM built for insurance agencies.
We'll build it. You try it. Pay nothing unless it works.
No credit card required. 100% free to try.
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