Intelligent Outreach. Effortless Support. Maximum Growth.

Our AI assistants handle policy inquiries, generate COI requests, qualify leads, and process documents—all through 24/7 multi-channel support (voice, chat, SMS, email). Scale your sales and service without scaling your team.

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Manual insurance process workflow showing delays and errors with manual steps

Current Manual Process

Time-consuming, error-prone, and expensive

Transform

Happy insurance agents and customers with automated processes

Auto calls

With InsurArcAI

3.5x faster, accurate, and cost-effective

AI Assistants For Your End To End Automation

Policy Inquires and Requests

Handle customer questions on coverage and policy details, collect quote information, auto-populate COI forms, and route to licensed agents for review.

Instant policy information retrieval

Automated coverage explanations

Policy change request processing

Seamless agent handoff when needed

InsurArc Policy Assistant

Live Call

Sarah Johnson:

Hi, I need to check my homeowner's insurance policy. Can you tell me what my deductible is and what coverage amounts I have? My policy number is HO-2024-789456.

Policy System Connected

InsurArc Lead Qualification

Outbound Call

InsurArc Agent:

Hello, may I speak with Jennifer Martinez? This is Alex from InsurArc Insurance. I'm calling because you recently inquired about homeowner's insurance coverage for your property at 1247 Oak Street. Do you have a few minutes to discuss your insurance needs?

CRM & Property Data Connected

Lead Qualification & Marketing Campaigns

Personalized Outreach - Calls are enriched with relevant personal context (property information based on customer address). Data collected during calls will update CRM and trigger downstream workflows such as lead conversion, quote generation, or application creation.

Pre-loaded property and demographic data

Intelligent conversation flow based on context

Real-time CRM updates during calls

Automated workflow triggers for follow-up actions

Intelligent Document Processing

Eliminate manual data entry with our AI-powered document processing. Our system accurately extracts key information from policy declarations and other insurance documents, automatically populating your systems with critical data.

Automated extraction from PDFs and scanned images

Seamless integration with Excel, Google Sheets, and CRMs

High accuracy with customized AI model for insurance documents

Eliminate copy-paste errors and save hours of work

InsurArc Document Processing

Processing

Insurance_Policy_Declaration.pdf

HOMEOWNERS INSURANCE POLICY

DECLARATIONS PAGE

POLICY INFORMATION

Policy Number:HO-12345678

Named Insured:John & Sarah Thompson

Property Address:1234 Maple Avenue, Springfield, IL 62704

Policy Period:01/15/2024 to 01/15/2025

COVERAGE LIMITS

Coverage A - Dwelling:$350,000

Coverage B - Other Structures:$35,000

Coverage C - Personal Property:$175,000

Coverage D - Loss of Use:$70,000

Coverage E - Personal Liability:$300,000

Coverage F - Medical Payments:$5,000

DEDUCTIBLES

All Perils Deductible:$1,000

Wind/Hail Deductible:$2,500

Policy_Data.xlsx

Field	Value
Policy Type	Homeowners
Policy Number
Insured Name
Property Address
Policy Period	01/15/2024 - 01/15/2025
Coverage A - Dwelling
Coverage B - Other Structures
Coverage C - Personal Property
Coverage D - Loss of Use
All Perils Deductible

Analyzing document...

10%

InsurArc Customer Portal

Agency: Midwest InsuranceLive

Total Calls

127

↑ 12% from last month

Avg. Duration

4:12

↓ 0:45 from last month

Positive Sentiment

78%

↑ 5% from last month

Conversion Rate

23%

↑ 3% from last month

Call Volume (Last 7 Days)

Bar

Line

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Total: 173 calls

↑ 15% from previous week

Sentiment Distribution

Positive

78%

Positive: 78%

Neutral: 15%

Negative: 7%

Seamless Integrations

Connect InsurArcAI with your existing tools and workflows. No disruption, just enhanced productivity.

Applied Systems

RingCentral

Salesforce

Go High Level

HubSpot

Google Calendar

Google Sheets

Twilio

Applied Systems

RingCentral

Salesforce

Go High Level

HubSpot

Google Calendar

Google Sheets

Twilio

And many more integrations available. Contact us to discuss your specific requirements.

What Our Customers Say

Insurance agencies across the country are transforming their operations with InsurArcAI.

"InsurArcAI transformed our quoting process. Hours of manual property research is now automated—data populates in our CRM instantly. Calls went from lengthy data gathering to just minutes of confirmation. Complete game-changer."

Adam P

Agency Owner

Spring Select Insurance Group

"The voice agent is incredible for lead calls. Our small team couldn't reach everyone on our list, but now the AI calls and pre-qualifies every lead for us. We get a summary with action items after each call—it's like having a team member with superpowers."

Alex L

Sales Manager

Agency 22 Insurance

"AI-powered document processing has transformed our workflow. What used to take hours now takes minutes, with far fewer errors. Our team is more efficient, and we can focus on serving customers instead of handling paperwork."

Jeffrey P

Agency Owner

Pompei Insurance

Don't get left behind. Join other insurance agencies already using InsurArcAI. Getting started is simple and frictionless. You provide us with your requirements. We connect our AI assistants to your systems and you will be up and running in no time.

Curious what AI can do for your team?

Let’s show you.

Book a Personalized Demo Contact Us