Torres Insurance Group
Tampa, FL · 1 owner, 4 producers, 2 CSRs
"From 8 quotes/day to 25 — without adding staff"
Key Results
The Problem
Producers Buried in Data Entry Instead of Selling
Rachel Torres's agency was losing deals to faster competitors. Producers spent 45 minutes per quote re-keying client data across 5–8 carrier portals. Renewal tracking was manual, causing 18% of policies to lapse without follow-up. Routine service calls consumed 2+ hours of CSR time daily, and new leads waited 4–6 hours for a callback — by which time most had already called another agency.
The AI Solution
End-to-End Insurance Agency Automation
AI quoting assistant collects client data once and auto-fills across all carrier portals — comparative quotes in under 5 minutes
Renewal management agent sends automated 90-day multi-touch sequences, achieving 91% retention
Policy service bot handles 85% of routine inquiries 24/7 — ID cards, coverage questions, payment links
Lead response AI contacts new prospects within 60 seconds, qualifies them, and books producer meetings
"We went from quoting 8 policies a day to 25 without adding a single staff member. The AI handles the busywork and my producers finally have time to actually sell. Our close rate jumped 34% in the first quarter."
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