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Vendi for Insurance Brokers

AI assistant for insurance brokers — never miss a quote request.

Vendi qualifies, gathers underwriting info, and books quote calls so your producers stay focused on closing, not chasing.

Why this hurts now

What insurance brokers businesses lose every week.

Quote-request leakage

Auto / home / life quote requests come in via call, text, and form — most don't get a human in 24 hours.

Renewal-season chaos

Q4 hits and the office can't keep up with renewals AND new business.

Claim-status calls

FAQ questions burn producer time that should be on closing.

How Vendi handles it

Your insurance brokers workflow, on autopilot.

  1. 1
    Inquiry in

    'I need an auto quote' — Vendi answers immediately.

  2. 2
    Gather

    Drivers, vehicles, current carrier, coverage levels — captured cleanly.

  3. 3
    Book

    30-min quote call slotted with the right producer.

  4. 4
    Remind

    Auto-confirm + day-of nudge.

  5. 5
    Follow up

    Quote-stage chase + renewal-window outreach.

  6. 6
    Nurture

    Annual reach-out + cross-sell opportunities (home + auto bundle).

Use cases

Where Vendi shines for insurance brokers.

  • New auto / home / life quote intake
  • Renewal-window proactive outreach
  • Claim-status FAQ handling (within scope)
  • Cross-sell campaigns (auto+home bundle)

Outcomes you'll see

The numbers that move.

  • Quote every lead within 60 seconds — speed wins.
  • Auto-handle renewal-window outreach so producers focus on close.
  • Free your team from FAQ calls.

FAQs

Questions insurance brokers owners always ask.

Is Vendi compliant with state insurance regs?

Vendi never quotes a price — it gathers info and books the licensed producer. Quote authority stays with humans.

Does it integrate with AMS systems?

Yes — AMS360, EZLynx, HawkSoft, or webhook to your system.

What about claim-status?

Strictly within the carrier-approved FAQ; complex claims always route to a human.

Hire your AI insurance brokers receptionist.

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