AI-Powered Prospecting for Insurance Agents
Find and nurture policy prospects at scale. Sam handles the outreach so you can focus on quotes and renewals.
The challenges you face
Sound familiar? These are the problems Sam was built to solve.
Purchased leads are overworked and expensive
Shared leads go to multiple agents. By the time you call, they've already talked to your competition.
Renewals and cross-sells slip through the cracks
Your book of business is a goldmine, but staying in touch consistently is a full-time job.
Life events that trigger policy needs happen without you
Marriage, babies, home purchases, retirement—you find out after they've already talked to another agent.
Compliance makes outreach complicated
Every touchpoint needs to be documented and compliant. Manual processes slow you down.
How Sam solves this
8 AI agents working together to fill your pipeline while you focus on clients.
Life event monitoring
Sam identifies prospects experiencing policy-triggering events—new homes, new businesses, life changes—and reaches out on your behalf.
Book of business nurture
Automated review reminders, cross-sell campaigns, and referral requests keep you top-of-mind with existing clients.
Compliant outreach
Sam generates messaging that follows industry guidelines. You approve before anything sends.
Multi-line campaigns
Coordinate outreach across P&C, life, health, and commercial lines. Sam handles the segmentation.
Perfect for
Sam works best for these insurance professionals.
Frequently asked questions
Common questions about Sam for insurance.
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