Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Quoting for Insurance Agencies. Service fee quotes for insurance agencies, never premiums

AI Quoting sends service fee quotes for insurance agencies from your own fee schedule: a risk management review for a commercial client, benefits administration for an employer group or a document service, each priced by code from your list. Premiums never pass through it; carriers rate them, and your producer presents them.

TRY AI QUOTING FREENo credit card · Ready in 2 minutes

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Quoting · Your letterhead

Your letterhead

Choose the look of your fee quotes, Classic, Modern or Minimal, with the agency logo, brand colour, number prefix and the words around the lines.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Make our service fee quotes valid for 30 days.”

Lisa“Your service fee quotes will stay valid for 30 days instead of fourteen. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Insurance Agencies use it

A restaurant group asks for a yearly risk management review, and the fee quote is drafted from your schedule for your yes.

For an employer group, benefits administration fee quotes go out on the agency's letterhead, with a link to accept them online.

A client asks to lower the consulting fee; the revision waits for the principal's yes and never goes out alone.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Quoting does, for every business ›

Works withAI Phone AI Webchat AI E-mail AI Web Forms AI Inventory AI CRM AI Auto-Call Lisa, your AI assistant

Fee quotes

Insurance agency fee schedule quotes, sent on your yes

From risk management consulting quotes to a document service, each one starts from your own fee schedule.

Priced from your list

Each agency fee is read by code from the schedule you keep, never made up by the AI; a line that needs a person's price waits for that person.

On your letterhead

Classic, Modern or Minimal, with the agency logo, your brand colour and number prefix, and your wording translated for a client who reads another language.

Followed up for you

The fee quote's follow-up asks whether the client received it, reminds them before it expires and stops by itself once the client pays or declines.

Questions & answers

AI Quoting for Insurance Agencies: questions & answers

Can AI Quoting quote insurance premiums?

No. Premiums come from the carriers' rating, and your producer presents them. AI Quoting makes only quotes for insurance agency services you sell yourself, such as a risk review, benefits administration or a consulting engagement, from a fee schedule you keep, and every quote waits for your yes before it is sent.

Which agency services can be quoted?

Whatever your agency lists and charges a fee for, where your state allows it: a risk management review, benefits administration for an employer group, certificate tracking for a contractor's subcontractors or a loss-control visit. Each fee is read by code from your list, never calculated by the AI.

Does every agency fee quote wait for approval?

Yes, unless you set a ceiling. New quotes from your fee schedule can go out alone under the amount you choose and wait above it, and a change to the money that a client asks for waits for a person whatever the setting.

Can the client accept and pay the fee quote online?

Yes. The quote arrives on your letterhead with a PDF and a link to the client's own page, where they accept with their name and pay the ways you offer, such as a card or a bank wire. The invoice is numbered from your own series once it is paid.

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