Bind more policies,
renew more of the book.
Every quote request answered in seconds, every renewal chased before it lapses, every claim question handled. AI agents work the lead across voice, WhatsApp, SMS, and email, verify the prospect, and hand a ready-to-bind buyer to your producers. They close more premium with the team they already have.
More quotes turned into bound policies, on autopilot.
Your producers spend their day binding, not chasing. The agent fields every inquiry, verifies the prospect, chases the follow-up across voice, WhatsApp, SMS, and email, and only escalates the buyers who are ready to bind. It drops into Applied Epic, EZLynx, AMS360, Salesforce Financial Services, and HubSpot.
Get an auto quote in 60 seconds
Premium you should have bound,
walking out the door.
The bound policy goes to whoever answers first, and the renewal goes to whoever follows up. These are the industry's own numbers, not ours: lead costs climb every year while response times slip past the window where prospects buy and policyholders stay.
Premium left on the table
vs. premium bound.
Every lead and renewal
lands in your AMS.
Nothing falls between systems: every quote, note, and follow-up posts back to your book. Native sync to Applied Epic, EZLynx, Vertafore (AMS360), HawkSoft, and Salesforce Financial Services. Carrier-direct connections. EverQuote and Policybazaar lead routing. Webhook plus REST for everything else.
Things agency
principals ask first.
Don't see yours? Drop us a line, or have our agent call you back in 30 seconds.
See all FAQsBoth. It answers every inbound quote in seconds and works new leads across voice, WhatsApp, SMS, and email until they bind. It also runs renewal outreach ahead of the lapse date, flags rate changes, and re-engages quoted prospects who went quiet. More of your book stays on the books, and the new business that used to go orphan gets worked.
Binding stays with your licensed producer. The agent captures information and presents quotes from your raters, which we model as automated intake plus quote presentation, permitted in all 50 states. We can supply a state-by-state compliance memo before any deployment.
Yes, and that is what makes the quote stick. Connections to LexisNexis, Verisk, and your raters (Progressive, Travelers, Liberty, Safeco) run during the call, so the agent has the prospect's priors before quoting and the rate holds at bind instead of jumping.
Every call is recorded, transcribed, and time-stamped, so your producers walk into each bind with a clean record. Verbal disclosures (TCPA, recording consent, coverage assumptions) are scripted and enforced, and the producer reviews the bind brief before the bind call. GDPR-ready, and we sign DPAs for carriers.
Native two-way sync, so nothing falls between systems. Lead source, prospect profile, transcript, quote presented, and notes all post back. Custom fields, producer assignment, and renewal tracking are preserved.
We run it, we do not ship it and walk away. Every call is scored against quality and outcome evals, a human from the Kaigen team stays in the loop on edge cases and anything the agent is unsure of, and what it learns from real quotes feeds back into weekly tuning. You get an agent that sharpens with use, not a tool that ships once and drifts.
Most agencies go live in 2 to 3 weeks. We start with discovery to understand how your producers quote and bind, agree a shared plan, then build, tune, and launch against it. We connect your raters and AMS, load your quoting questions, renewal cadence, and disclosures, and tune the voice in two passes. You approve every script before a prospect hears it, and the agent reads your existing records so it never re-asks what you already know.