AI Marketing does email marketing for insurance carriers from your approved knowledge: a hurricane-season checklist to the policyholders you tagged as coastal, a new program to appointed agencies, each email written in the recipient's language. Only contacts whose consent allows it are mailed, and every reply is answered or handed to a person.
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7 days free · per company, never per seat · nothing to install


Sending pace
A daily limit, a pause between sends and sending hours on each policyholder's own clock, so a notice due at night waits for their morning.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Tell the agencies tagged appointed about our new contractors program.”
Lisa“The campaign is written from your program page, in each agency's language, for the appointed agencies whose consent allows it. Send it now or schedule it?”
You talk. Lisa sets it up. Applied only on your yes.
How Insurance Carriers use it
Before hurricane season, policyholders tagged as coastal receive your preparedness checklist and the claims line, in their own language.
Agencies tagged as appointed get the announcement of a new contractors program, written from your appetite guide.
A policyholder replies asking how to document belongings before a storm; AI E-mail answers from your knowledge in her language.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to AI E-mail or get it inside a solution · See pricing › · Per company, never per seat.
Campaigns
A checklist for wildfire, hurricane or freeze season goes to the policyholders you tagged for that region, with the claims line and the photo steps.
A new program, a change to the appetite guide or a webinar invitation reaches appointed agencies, with each registration tracked on the agency's record.
The template is written in every language your policyholders speak, with a preview per language before a single email leaves.
Only contacts whose consent allows it are mailed, a frequency rule caps how often, and an unsubscribe is honored at once and forever.
Results
Delivered, opened, clicked and replied sit on each policyholder's record, beside their calls, chats and requests.
Each campaign's totals sit in one place, so the marketing lead sees how a season's notice did without building a spreadsheet.
Scheduled actions lists what is due day by day: campaign sends, follow-up steps and the calls your team promised to make.
Questions & answers
Yes. Filter the contacts by tag, kind of contact, source, country, language, deal stage or the date of the last contact, and only those whose consent allows it receive the campaign. Send it now or schedule it for later.
It writes the first draft only from your company knowledge, and a person of your team edits it before it goes, with every version kept, so a coverage statement appears only where your own approved pages make it.
Every reply goes through AI E-mail: a question is answered from your knowledge in the recipient's language, an interested reply starts the right follow-up and alerts your team, and the whole exchange lands on the contact's record.
The daily limit starts at 50 marketing emails with a pause between sends, each contact is mailed during their own sending hours, and SPF, DKIM and DMARC are checked live until all three read PASS.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Carriers ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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