AI texting for Insurance

Follow Up on Every Insurance Quote Before It Goes Cold

Insurance leads are often shared with several agents, and the first to respond wins 78% of the time. Conversta texts every quote request in seconds, answers questions, and follows up until the prospect books a call.

Example SMS Conversation

Conversta: Hi Priya, it's Sam from Coastal Insurance about your auto quote. Is this for one car or more? Reply STOP to opt out.
Lead: Two cars, me and my husband
Conversta: Thanks! When does your current policy renew?
Lead: End of the month
Conversta: Perfect timing. Sam can walk you through options in 10 minutes. Call now, or pick a time: [booking link]

78%

of the time, the first business to respond wins the lead

60%

of leads prefer SMS as the first contact

80%

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

Why leads slip away today

Shared leads, fast competitors

Five agents may be calling the same prospect.

Prospects ignore unknown calls

Only 19% answer.

Quotes die after one follow-up

Most agents stop after two attempts.

How Conversta handles it

  1. Quote request arrives: From your site, a vendor, or an ad.
  2. Instant personal text: Name, agency, and one simple question.
  3. Qualify coverage needs: Vehicles, drivers, renewal date, and more.
  4. Book or bridge: A booked review or a live call with an agent.
  5. Persistent follow-up: 5+ touches until they reply, book, or opt out.

The results teams see

  • Text-first reaches the 60% of leads who prefer SMS.
  • Persistent follow-up captures the 80% of sales that need 5+ touches.
  • Agents see up to a 9× contact rate.
Compliance built in: Texts go only to prospects with valid consent; purchased-lead consent should be verified with your vendor.

"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

How quickly should I follow up on an insurance quote?

Within seconds. On shared leads, the first agent to respond usually wins.

How many follow-ups should I send?

At least five. Most sales need 5+ touches.

Can it work with purchased leads?

Yes, with consent that covers your agency.