Does it answer phone calls?

No. Calls ring your team. If nobody picks up, the caller gets a text back within a minute, and SalesPartner takes it from there by text: it asks your questions and books the appointment. Every call is recorded, transcribed, and summarized for you.

How does it know about my policies and coverage options?

It learns directly from your website. Add your site URL and it reads your coverage pages, product info, and FAQs automatically. When you update rates or add new products, the assistant picks up the changes.

It can gather all the information needed for a quote (property details, coverage requirements, current policies) and book a consultation. Final quoting and binding is done by your licensed agents.

What if someone has a claim emergency?

You can configure it to immediately escalate urgent matters. Claim emergencies can trigger a text or email to your on-call team.

Does it work with my agency management system?

We integrate with HubSpot, Salesforce, Pipedrive, and other CRMs. Lead information syncs automatically so nothing falls through the cracks.

What channels does it work on?

Phone calls, SMS, email, WhatsApp, Facebook Messenger, Instagram DM, Telegram, and web chat. Prospects can reach you however they prefer.

How fast does it respond?

Instantly. While the average agency takes hours to respond to online leads, SalesPartner responds in seconds. That speed alone can double your conversion rate.

Professional Setup ($997 value) included with every plan this month.See pricing →

Insurance

Stop Losing Policies to Slow Response.

Answers texts and messages 24/7. Missed calls get a text back within a minute. Qualifies prospects, books consultations, answers coverage questions.

SalesPartner

Insurance Assistant

Hi, I need a quote for home insurance. Just bought a new house.

Just now

Congratulations on the new home! I'd love to help you get covered. What's the address of the property? And is this a single-family home or condo?

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Single family, 4 bed 3 bath at 847 Oak Lane in Naperville.

Just now

Impact Verified

Got it. And what's your estimated purchase price or current home value? Also, do you currently have auto insurance with another provider—we often bundle for better rates.

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Texts & Messages Answered: 24/7

Saved Per Week: 15+ hrs
Fewer Missed Calls: 39%

Texts & Messages Answered: 24/7
Saved Per Week: 15+ hrs
Fewer Missed Calls: 39%

Insurance Sales

Win More Policies.Work Fewer Nights.

While you were in a client meeting, three quote requests came in. All qualified. All booked for consultations tomorrow. No missed opportunities.

Quotes slipping away while you return calls?

Missed Calls = Lost Policies

A prospect calls for a quote while you're on another call. They don't leave a voicemail. They call the next agency on Google. That's 39% of your leads gone.

Speed Kills the Competition

Insurance is a race. Prospects who get a response within 5 minutes are twice as likely to convert. If you wait an hour, they've already talked to three competitors.

Same Questions All Day

"What does your policy cover?" "Do you offer bundling?" "What's the deductible?" You answer these 20 times a day instead of closing deals.

After-Hours Inquiries Vanish

Someone gets in a fender-bender at 8 PM. They're ready to buy coverage now. Your office is closed. By morning, they've signed with someone else.

Your Sales Partner for Insurance

Text, chat, and email. Handles every inquiry however it comes in.

Turns Missed Calls Into Quotes

Calls ring your agents. A missed call gets a text back within a minute. SalesPartner answers coverage questions, qualifies prospects, and books consultations by text.

Knows Your Policies

Learns your coverage options from your website. Shares product links with prospects. When you update rates or add new products, the assistant knows instantly.

Books Consultations 24/7

Checks your actual calendar availability, offers times, confirms the appointment. Works nights and weekends when prospects are thinking about insurance.