As an insurance professional, you're not just one person—you're three. A salesperson chasing new business, a retention specialist managing renewals, and a service agent handling claims. To grow your book of business without burning out, you need a system that automates the communication for all three roles.
Find My AI EmployeeThe Challenge: Sifting through dozens of low-quality internet leads to find the few that are worth your time.
The Corevo Digital Way: A new lead requests a quote from your website. Instead of just getting an email, the AI Chat Assistant instantly engages them via text. It asks key qualifying questions like, "Thanks for your interest! To get you the most accurate quote, could you tell me your current insurer and when your policy renews?" The conversation is saved in the CRM, so you can immediately identify and prioritize the hot prospects.
Powered by: AI Chat Assistant, CRM & Pipelines.
The Challenge: Proactively managing hundreds of policy renewals (X-dates) to prevent clients from shopping around.
The Corevo Digital Way: Every client in your CRM has a custom field for their "Policy Renewal Date." 90 days before this date, an automated workflow triggers. The client receives a personalized email sequence, starting with a message like, "Hi [Name], your policy with us is coming up for renewal in a few months. Let's schedule a quick review call to ensure you still have the best coverage for your needs." A link to your Booking Calendar makes scheduling effortless.
Powered by: Marketing Automation, Calendar & Booking Tools.
The Challenge: Keeping clients informed and supported during the stressful, communication-intensive claims process.
The Corevo Digital Way: When a client files a claim, you move their card into your "Claims" pipeline. This action triggers an automated workflow that sends the client an email explaining the next steps and what to expect. It also automatically creates tasks and reminders for your staff to check in with the client at critical milestones (e.g., 3 days, 14 days), ensuring a consistent, high-touch service experience that builds loyalty.
Powered by: Automated Workflows, Task Management.
This entire client lifecycle—from prospect to renewal—is managed by one platform, giving you everything you need to grow:
Intelligent chat assistants engage and qualify prospects instantly, identifying hot leads before they cool off.
Track every client through your sales process with custom pipelines for new business, renewals, and claims.
Never miss a renewal opportunity with automated campaigns triggered by policy dates.
Multi-channel communication keeps clients engaged throughout their policy lifecycle.
Make it easy for clients to book policy reviews and consultations with integrated calendar booking.
Automated task creation ensures critical client touchpoints are never missed.
Automate cross-sell campaigns for home & auto bundles and manage renewal workflows for your entire book of business.
Nurture long-term leads for life insurance and automate reminders for open enrollment periods for health insurance.
Manage complex, multi-stage sales cycles and maintain high-touch communication with your most valuable clients.
By creating automated, consistent communication processes for key events like renewals and claims, you ensure that critical touchpoints are not missed. Every interaction is time-stamped and recorded in the CRM, creating a clear audit trail.
An AMS is essential for policy management and commissions. We are a client communication and marketing automation platform designed to sit alongside your AMS. We help you generate, qualify, and convert new business, and then retain that business through automated nurturing—the entire client-facing journey.
Yes. We use industry-leading security protocols and data encryption to ensure all sensitive client and policy information is protected.
Absolutely. You can set up automated lead distribution rules to assign new leads to team members based on availability, specialty, or any other criteria.
Stop juggling spreadsheets and start building automated systems. The Corevo Digital platform gives you the tools to provide exceptional service at every stage of the client lifecycle, helping you write more new business while increasing retention.
Risk-Free: 30-day money-back guarantee • No setup fees • Cancel anytime