Automations That Secure More Policies for Insurance Agencies

Cut the Paperwork, Grow Your Book of Business

From lead capture to claims follow-up, streamline your insurance workflows and boost client satisfaction.

ai powered

All-in-one dashboard

Insurance agents juggle quotes, client onboarding, and renewals — often losing leads along the way. Our automation solutions handle the busywork, so you can focus on closing policies and building relationships.

Lead Screening

Qualify prospects instantly.

Follow-Ups

Never miss renewals or claims updates with automated texts & emails.

Quote & Policy Appointment Scheduling

Automated client bookings.

Lead Management

Manage leads easier with centralized CRM workflows

All your Socials in One Place

Connect your social profiles to and utilize the social planner for a seamless social media management experience

Integrate your essential apps
Easier ad campaign management
AI powered insights and analytics

Collect Leads faster

Our automations include lead magnet forms that help you attract your target audience through attractive marketing content

AI-powered video marketing
Scheduled posting
Automated lead qualification

Improve your client Engagement

With our AI chatbots and automated texts and emails, you'll never miss out on a lead and increase your client satisfaction rate.

AI chatbots trained on handling roofing contractor inquires
Automated workflows for missed calls
Auto review requests to boost your online review

One Insurance Automation Package for Agencies of Any Size

From first contact to final review, we provide all the tools insurance companies need to stay ahead of the competition.

Insurance Automation Essentials

Features Included:

✅ Automated Lead Screening & Qualification

✅ Client Consultation & Policy Scheduling

✅ AI Chatbot + Instant SMS & Email Replies

✅ Auto Review & Feedback Requests After Policy Issuance

✅ Centralized CRM to Track Policies, Renewals & Claims

✅ Monthly Social Media Content (with AI-powered video marketing) & Scheduled Posting

✅ Lead Magnet Forms (Free Quote Calculators, Insurance Checklists, etc.)

SETUP FEE (FOR ACCOUNT AND WORKFLOWS BUILD) / MONTHLY SUBSCRIPTION (FOR Centralized CRM SOLUTION)

Speak to a specialist for a demo and quote!

Add-Ons (Optional Upgrades)

AI Voice Agents

Natural-sounding AI phone agents to answer coverage questions & qualify leads 24/7.

Web Design & Development
Build a high-converting insurance website.

WhatsApp Integration
Send instant policy updates and reminders.

Social Media Ad Campaign Management
Generate targeted insurance leads with paid campaigns.

Customize Your Package — Book a Free Consultation

Frequently Asked Questions

We're here to answer any questions that aren't listed below!

How does your pricing work?

A standard setup fee + monthly subscription will apply for our industry specific automation packages (excluding any selected add-ons which would incur additional charges).

Can I use my existing CRM?

Yes! We can work with platforms such as GHL, HubSpot, ZOHO, Salesforce, Nutshell, MailChimp, Pipedrive, and Monday.

How long does setup take?

Industry-specific automations go live in 2-3 weeks. Custom workflows may extend setup delivery time depending on project scope.

Is training included?

Yes—we’ll train your team and provide walkthrough tutorials upon rollout.

Grow Your Insurance Agency with Trust-OS Automations

Get a live demo with a Trust-OS automation specialist and see how we can help you generate more qualified policy leads, streamline client consultations, and increase policy conversions.