Every lead followed up, every renewal on time.

What insurance agents run on Wakato

Quote requests

A form collects the details and creates the contact. Contacts & CRM.

Lead follow-up

Personal emails and texts until they book a call. Email & Campaigns.

Renewal reminders

Automations remind clients ahead of every renewal date. Email & Campaigns.

Calls answered

The receptionist answers and books when you're busy. Communication.

The AI agents insurance agents start with

• Receptionist: Answers calls and books quote appointments.
• Leads: Runs your local ads and follows up every lead.

Use cases

• Follow up with every lead · Every lead from your site, ads, calls and DMs gets a personal follow-up by email or text until they book or buy, written by an AI agent.
• Never miss a call · An AI receptionist answers every business call in your business's name, books appointments, takes messages and can text back anyone who hung up. Free to start.
• Run ads · Let an AI agent plan, launch and watch your ads on Meta, Google, TikTok and ChatGPT inside a daily budget you set, and pause what isn't working.

Questions

Will the AI quote policies or give advice?

No. It handles calls, intake, booking and follow-up and passes anything that needs your judgement to you; it never gives professional advice.

What is the best CRM for insurance agents?

One that does the follow-up for you. Wakato keeps every lead, client and conversation in one CRM, and an AI agent answers calls, follows up with leads until they book a quote call and reminds clients before renewals. Quoting and advice stay with you.

Is there a free CRM for insurance agents?

Wakato's Free plan costs $0 and includes contacts, forms and an agent; Pro at $49 a month adds email campaigns, more contacts and Ads Manager, and Business is $99 a month. Calls, texts and AI use are paid from your wallet as you use them.

Can it remind clients before their policy renews?

Yes. Keep the renewal date on the client's contact and an automation reminds them by email or text before it arrives, then the agent offers to book a review call. Once switched on, it runs for every client on its own.

Can the AI answer calls while I'm with a client?

Yes. The AI receptionist answers in a natural voice, takes the caller's details and books a quote appointment on your calendar, and it can transfer the call to you when your rules say so.

What does the AI do on its own, and what does it ask me first?

It answers, collects details and books on its own, and anything you mark as asks first waits for your approval. Each channel has an Off, On or Asks first switch for actions such as messaging someone new or sending a campaign, so you decide where it acts alone.

Can an agent run local ads for new leads?

Yes. With Ads Manager on Pro and Business, an agent plans and launches ads on Meta, Google and other networks inside a daily budget you set; anything over that budget waits for you, and the agent follows up with the people who respond.