AI texting for Insurance

Turn Aged Insurance Quotes Into Active Conversations

An insurance prospect who did not buy last quarter may be weeks from renewal today. Conversta re-engages your opted-in aged quotes, finds the ones with new timing, and books them with your agents.

Example SMS Conversation

Conversta: Hi Dana, Sam at Coastal Insurance. You looked at home coverage with us a while back. Still shopping, or all set? Reply STOP to opt out.
Lead: My renewal just went up a lot actually
Conversta: Sorry to hear that. Want an updated quote to compare before you renew?
Lead: Yes

80%

of sales need 5+ follow-ups (most reps quit after 2)

60%

of leads prefer SMS as the first contact

12% → 65%

contact rate, reported by a direct-lending team

Why leads slip away today

Old quotes are forgotten

After a couple of attempts, the lead is abandoned.

Renewal timing is missed

The prospect shops again, but not with you.

Agents have no time to dig

Aged lists go unworked.

How Conversta handles it

  1. Choose aged quotes: Filter by line, age, or source.
  2. Friendly check-in: "Still shopping, or all set?"
  3. Find new timing: Renewal dates and changed needs surface in the thread.
  4. Book the agent: Ready prospects book or connect live.

The results teams see

  • Aged leads usually got two touches; 80% of sales need 5+.
  • Texting reaches the 60% who prefer SMS.
  • Work old lists without adding agents.
Compliance built in: Only contacts with valid consent who have not opted out are texted.

"Your reps only talk to people who are ready to buy. Conversta handles the first touch, the follow-up, and the booking."

Conversta — It books calls while you sleep.

Frequently Asked Questions

Are aged insurance leads worth working?

Yes. Timing changes, especially around renewals, and you already paid for them.

What do I text an old insurance lead?

A short, low-pressure check-in asking if they are still shopping.

How do opt-outs work?

Any opt-out reply is honored immediately and automatically.