For insurance agents
Renewals slip when the week gets busy, and quote requests wait while you are with clients. AI for insurance agents works best as a team: Operly gives you team members that prepare the outreach and keep the inbox in order, so you can spend your time on the conversations that need you.
Your income depends on never dropping a lead or a follow-up.
Also finds you new prospects. See how →Try it: find your next prospects
Describe your ideal customer once and set it as a routine. Your team members research on a schedule and bring you prospects with a drafted introduction for each. You choose who to contact, and each introduction is drafted for you to read. This is an example with made-up people.
Chief of staffYour teamOn it! I found 3 prospects worth a look, each with a drafted introduction. Keep the ones you like.
Hi, congratulations on the new location. When a business grows, coverage often needs a second look. I would be glad to review what you have and answer any questions.
Hi, I saw you are hiring for the season. A quick check on workers’ compensation and equipment coverage can save headaches later. Want me to take a look?
Hi, welcome to the neighborhood. I help new practices make sure their coverage fits how they actually work. Happy to chat whenever it is useful.
Drafts stay with you until you send them.
Try it: renewal reminders
Say the request once. Your team members draft a clear, friendly reminder for every client on the list. Pick a client to see the draft, then approve it or change it yourself. This is an example with made-up clients.
Chief of staffYour teamRemind my clients whose policies renew next month.
On it! The drafts are ready for you to read. Pick one to open it.
Renewals list
Hi Linda, a quick note that your home policy renews on November 14. If anything has changed at the house this year, like a renovation or a new roof, let me know and we can make sure the policy still fits. Would a short call this week work?
Drafts stay with you until you send them.
Sound familiar?
Renewals slip when the week gets busy
Quote requests wait while you are with clients
Carrier notices bury the client requests that matter
What you can hand off
These are the kinds of requests insurance agents give their chief of staff. Your team members do the work and you review the result.
“Every week, look for new prospects in my area and draft a short intro for each.”
Describe who you want to reach and set it as a routine. It researches on a schedule and drafts outreach for you to review. You choose who to contact, and each introduction is drafted for you to read.
“Reach out to every client whose policy renews next month.”
If you do not have a team member for this, your chief of staff builds one, names it and gives it the job. It drafts a friendly check-in for each client for you to review.
“Follow up with everyone who asked for a quote this week.”
A follow-up team member drafts a note for each person so no request sits waiting. You review and send.
“Put client requests ahead of carrier notices.”
Inbox rules star mail from clients and move routine notices out of the way, across Gmail, Outlook and IMAP accounts.
“Turn client emails into tasks with deadlines.”
When a client writes in with a request, it can land on your task board with the date attached.
“Write this month’s educational post and email for my clients.”
Studio drafts the post and the email. You edit them to fit what you can say.
One request, start to finish
An illustration of how one request can play out, not a customer story.
“Reach out to next month’s renewals, sort my client email and follow up on open quotes.”
A renewals team member drafts a reminder for each client while an inbox team member sorts the mail and a follow-up team member works through the open quotes.
Everything is drafted and waiting. You adjust the wording and send.
What stays with you
Coverage advice, recommendations, quotes and anything that needs your license stay with you. Operly prepares drafts and organizes the routine work. Ask for drafts and read each one before it goes anywhere, and you stay responsible for compliance.
What your team takes on
Winning a client is one job. Looking after that client for years is the bigger one. Your team members help with both.
Referrals are not enough, and prospecting never feels urgent until it is.
With OperlyDescribe the people and businesses that need coverage and set it as a routine. It researches on a schedule and drafts an introduction for each. You choose who to contact.
Clients leave when they feel forgotten, and no one can track every birthday and anniversary by hand.
With OperlyKeep the dates that matter in a simple list: birthdays, policy anniversaries, life events. A daily routine reads it and drafts a personal note for anyone whose date is coming up. You review and send.
Reviews are easy to recommend and hard to keep doing for every client.
With OperlyA renewals team member drafts a reminder and a review invitation for each client ahead of time.
A quote with no follow-up is a sale you gave away.
With OperlyA follow-up team member drafts the next touch for every open quote on a schedule.
Certificates, changes and questions pile up between sales calls.
With OperlyInbox rules sort client mail, requests become tasks with dates, and replies are drafted for you.
Clients trust the agent they see, and posting regularly is a second job.
With OperlyA content team member drafts educational posts and client emails from your notes.
Calls, renewals and promises to clients are scattered.
With OperlyA morning briefing lists today’s calls, what is overdue and what to handle first.
In the app
Real screens from Operly. The workspace and every name in them are made up.
No. Operly helps with the routine work around your clients. Advice, recommendations and anything that needs your license stay with you, and you can ask for drafts to read first.
Yes. Describe the job and it creates a team member with a name and a role, then puts it to work. Your plan sets the number of seats.
Ask your team members for drafts and read each one first. Your team carries out the sends you ask for, so ask for drafts when you want to read first.
Pick one thing you keep doing yourself, ask your chief of staff to handle it, and see how it feels.
Start delegating