Stop Losing Billable Hours to Manual Client Outreach Automate Your Marketing with Precision
Insurance agencies waste an average of 15 hours per week on repetitive email campaigns and lead nurturing. Our custom AI marketing automation recovers that time, delivering 3x ROI through targeted, compliant communications that boost policy renewals by up to 25%.
Join 150+ businesses with streamlined, compliant marketing workflows
The "Compliance Overload" Problem
Manual segmentation of client lists risks non-compliant communications under SEC and FINRA regulations, potentially leading to fines up to $10,000 per violation
Time-intensive policy renewal reminders for annuities and life insurance drain agent productivity, diverting focus from high-value fiduciary advice
Fragmented lead data from multiple sources leads to missed cross-sell opportunities
Regulatory audits from bodies like the OCC expose gaps in personalized client tracking for wealth management portfolios
Inconsistent messaging across channels during high-stakes renewals erodes client trust and exposes firms to CFPB complaints
Overreliance on generic templates fails to address unique client risk profiles in estate planning or commercial lending scenarios
Custom-Built AI Marketing Automation for Your Agency
With over a decade in financial services AI, we've empowered 50+ insurance firms to transform chaotic outreach into efficient, revenue-driving systems.
Why Choose Us
Like a vigilant underwriter scanning policies for hidden risks, our AI sifts through your client data to craft hyper-targeted campaigns. We build from scratch, integrating your CRM, policy management systems, and compliance tools into a unified platform. No off-the-shelf compromises. This enterprise-grade solution ensures every email, nurture sequence, and renewal reminder adheres to TCPA and state insurance regulations, while slashing manual effort by 70%. Your team focuses on advising clients, not chasing leads.
What Makes Us Different:
Quantifiable Gains Tailored to Insurance Workflows
Recover 12-18 Hours Weekly on Core Advisory Tasks
Recover 12-18 Hours Weekly on Core Advisory Tasks: Agents spend less time on repetitive outreach for IRA rollovers and policy renewals. Our system automates lead scoring and drip campaigns compliant with FINRA rules, freeing up bandwidth for fiduciary client consultations. Industry benchmarks from Deloitte show this boosts productivity by 40%, directly translating to higher commissions from new estate planning policies within the first year.
Drive 25% Increase in Policy Renewal Rates
Drive 25% Increase in Policy Renewal Rates: Personalized reminders based on risk profiles and life events, such as marriage or retirement, yield higher engagement. Unlike generic blasts, our AI analyzes claims history and tax implications to send timely, relevant messages—resulting in measurable ROI within the first quarter, with clients reporting up to 30% cost savings on client acquisition for high-net-worth individuals.
Achieve 4x ROI Through Efficient Lead Nurturing
Achieve 4x ROI Through Efficient Lead Nurturing: By automating multi-channel sequences compliant with Do Not Call lists and TCPA requirements, you nurture prospects without the manual grind. Agencies see a 50% reduction in customer acquisition costs for commercial liability and mortgage leads, as AI prioritizes high-value prospects like those seeking SEC-registered investment advice.
What Clients Say
"Before AIQ Labs, our team was buried in manual emails for annuity renewal reminders—easily 10 hours a week navigating FINRA guidelines. Now, the custom automation handles segmentation by policy type and client risk tolerance, and we've seen a 22% uptick in renewals over six months without any compliance issues or CFPB complaints."
Sarah Mitchell
Chief Compliance Officer, Horizon Wealth Advisors
"We needed something that integrated our legacy CRM with state-specific insurance regs and ERISA requirements. Their build cut our lead follow-up time in half for commercial property leads, and last quarter, cross-sell conversions on bundled policies jumped 18%. It's not plug-and-play; it's truly built for how our brokerage operates under Dodd-Frank scrutiny."
David Chen
Principal Broker, SecurePath Financial Brokers
"Handling FINRA and SEC compliance for our outreach was a nightmare with scattered tools across mutual fund promotions. AIQ's system automates it all with audit-ready tracking, and we've saved about $15K annually on manual labor for advisor scheduling. The ROI hit within three months—game-changer for our boutique investment agency serving RIAs."
Lisa Navarro
Director of Operations, Pinnacle Investment Advisors
Simple 3-Step Process
Discovery and Mapping
We audit your current workflows, from lead intake to renewal tracking, identifying bottlenecks like manual Do Not Call scrubbing. This ensures our solution aligns precisely with your agency's compliance needs.
Custom AI Development
Our engineers code tailored automations, integrating AI for personalization—think emails referencing a client's recent auto claim. We test rigorously for regulatory adherence before deployment.
Deployment and Optimization
Launch with full training, then monitor performance metrics like open rates and conversion. We refine based on your data, ensuring ongoing efficiency and ROI growth over the first 90 days.
Why We're Different
What's Included
Common Questions
How does your marketing automation ensure compliance with insurance regulations?
Compliance is baked in from the start. We design systems that automatically scrub against Do Not Call lists, include opt-out mechanisms per TCPA rules, and log all interactions for FINRA audits. For insurance agencies, this means flagging communications by state-specific guidelines—like California's stricter consent rules—before sending. Our AI reviews content for prohibited language on topics like guaranteed coverage, reducing violation risks by 95%. We've helped agencies pass audits seamlessly, with built-in alerts for regulatory updates. This isn't an add-on; it's core to every build, saving you from costly fines that average $43,000 per TCPA breach.
What kind of time savings can an insurance agency expect?
Typically, agencies recover 12-18 hours per week. Manual tasks like segmenting leads by coverage type or crafting renewal emails vanish. One client, a mid-sized P&C firm, went from 15 hours on follow-ups to under 2, redirecting effort to client meetings that closed 20% more policies. Our ROI calculator projects 3x returns in year one, based on benchmarks from the Insurance Information Institute showing automation boosts efficiency by 40%. It's not just time; it's reclaiming billable hours for high-value advisory work, like customizing commercial liability plans.
Can this integrate with our existing CRM and policy management tools?
Absolutely—integration is our specialty. We connect seamlessly with platforms like AgencyBloc, Applied Epic, or even legacy systems via custom APIs. For instance, we pull real-time data on expiring auto policies to trigger nurture sequences directly in your CRM. No more duplicate entry or data silos. Our two-way sync ensures updates, like a client's address change, flow instantly, preventing errors in personalized outreach. Agencies report 70% faster data processing, turning fragmented tools into a unified workflow that feels like an extension of your operations.
Is the solution scalable as our agency grows?
Yes, designed for scale from the ground up. Unlike no-code tools that cap at 1,000 contacts, our custom builds handle 10x growth without hiccups—think expanding from local auto insurance to national commercial lines. We use advanced frameworks like those in our RecoverlyAI platform, which manages thousands of interactions daily under strict compliance. As your client base swells, the AI adapts, optimizing campaigns for higher volumes while maintaining 99.9% uptime. Clients scaling to 500+ policies see no performance drop, with costs scaling linearly rather than exponentially.
How personalized are the marketing messages generated?
Deeply personal—far beyond templates. Our AI analyzes individual client data, like past claims or coverage gaps, to generate messages such as 'Based on your recent home renovation, here's how to update your policy for added protection.' This mirrors a seasoned agent's insight but automates it. For life insurance renewals, it references life events from integrated data sources. Benchmarks show 35% higher engagement rates versus generic emails, per DMA studies. We train the model on your historical campaigns, ensuring tone aligns with your brand—professional, trustworthy, and advisory—while flagging any non-compliant phrasing.
What support do you provide after implementation?
Ongoing, proactive support tailored to insurance needs. Post-launch, we monitor metrics like deliverability and conversion, optimizing quarterly based on your data. For example, if renewal rates dip due to seasonal factors, we tweak sequences accordingly. Our team handles updates for regs like new NAIC guidelines, with 24/7 monitoring to prevent downtime during peak seasons. Clients get a dedicated engineer for the first year, plus training refreshers. This has helped agencies maintain 25% efficiency gains long-term, turning our build into a lasting asset rather than a one-off project.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.