Quote policies, onboard clients, and manage renewals — with your AI staff handling quoting and service. Licensing and carrier appointments are arranged. Set up, staffed, and operating in 120 days.
Insurance is quoting, onboarding, renewals, and service — steady, recurring, process-heavy work. Your AI staff runs that service around the clock, so you grow a book of business without growing a back office.
You get a complete, registered business with the plan, the AI staff, the platform, and the marketing engine already built — designed to operate within insurance licensing and carrier requirements.
Quoting & client service
The output of a solo agent
Days to a launched business
Platform for the whole book
Six stages, each handled by your AI staff. From a quote request to a renewed policy, service runs on auto.
Client needs captured and policies quoted.
Options compared and explained clearly.
Application completed and policy bound.
Documents issued and the client set up.
Questions, changes, and claims support handled.
Renewals managed and the book retained.
Every role an insurance agency needs — staffed by AI agents that quote, onboard, and service. Here's the core team that comes with this business.
Quotes policies and manages renewals.
Guides and supports the claims process.
Scores and qualifies inbound and outbound leads.
Answers customers around the clock across channels.
Keeps records clean and the pipeline moving.
Runs content, ads, and outreach to bring customers in.
Keeps the books, tracks expenses, and readies reports.
Coordinates the team and flags anything that needs you.
See the full roster of 100+ AI staff on the Agents page.
The whole operation runs from one place — quotes, policies, renewals, and client service. Your branded site, CRM, and intranet come built and connected.
The business markets itself. Your AI staff runs content, ads, and outreach to people who need coverage — and turns inquiries into a growing book.
An illustrative ramp as your book grows over the first year. Your plan is built to your market.
Your company, formed and ready to operate.
A full plan with illustrative projections.
The team above, configured and running.
Website, CRM, intranet, and dashboard.
Content, ads, and lead capture, live.
Records and reporting, ready for the books.
Build credit and pursue funding.*
We get you open and operating.
AI quotes and services clients around the clock.
An AI staff handles the book like a full office, without the overhead.
Premiums and renewals build durable, recurring revenue.
The AI runs service; the client relationships are yours.
Selling insurance is a licensed activity. You must hold the appropriate state insurance license(s) and carrier appointments for the products and states you serve. Obtaining and maintaining licensing and appointments is the operator's responsibility; we provide business setup and guidance, not legal advice.
Business Technology Management Inc is not an insurer, insurance agency, or financial adviser, and does not underwrite policies or make coverage decisions. Carriers set their own rates, terms, and eligibility.
Request the full breakdown — the plan, the complete AI staff roster, the platform, and the launch path for your market.