Assetra™ — Insurance OS

More policies written.
More clients retained.
Less manual work.

Assetra™ is the AI Operating System for insurance agents and agencies. Five agents handle lead intake, policy matching, qualification, renewal management, and follow-up — so you focus on closing, not chasing.

Install Assetra™ See How It Works
<2 min
Lead response time
Every inquiry answered before they call a competitor
90 days
Lead-to-policy window
Automated nurture keeps you top-of-mind until they're ready
60 days
Pre-renewal engagement
Retention sequence fires well before any cancellation risk
5
Agents running in parallel
Intake · Policy · Qualification · Renewal · Follow-Up
The Problem

Insurance agents are trapped
in the follow-up hamster wheel.

Revenue doesn't come from great policies. It comes from consistent follow-up — and that's exactly where manual operations fail.

📞
Inbound leads wait too long and shop around
Someone fills out a quote request. You call them back in 3 hours. They already got a quote from two other agents who responded in minutes. The opportunity is gone.
📁
Renewals slip through the cracks
Renewal reminders rely on you or your staff remembering. When you're busy quoting new business, existing clients don't hear from you until it's too late — and they've already switched carriers.
🔁
Follow-up cadences break down under volume
When the pipeline fills up, follow-up frequency drops. Cold leads don't get touched. Cross-sell opportunities get missed. Revenue leaks every month because the system relies on human memory.
The Assetra™ OS

From first inquiry to
retained client — automated.

Five agents cover every stage of the insurance client lifecycle. No lead ignored. No renewal missed. No cross-sell left on the table.

01
Lead responds within 2 minutes, every time
Web, SMS, social, or referral — every inquiry gets an immediate response. The Intake Agent opens a qualification conversation before the prospect can call the next agency.
02
Policy Agent educates and matches before the call
Coverage types explained in plain language. Needs assessment completed via conversation. By the time you speak with a prospect, they're already educated and pre-sold on the right product category.
03
Nurture sequence runs for 90 days without effort
Leads who aren't ready enter an automated sequence of value emails, coverage education, and check-ins. Touches fire every 2–3 weeks until they convert, opt out, or re-engage.
04
Renewals are managed automatically, 60 days out
Renewal Agent engages clients 60 days before renewal. Reviews current coverage, identifies gaps, presents options, and schedules a review call before any cancellation risk appears.
05
Cross-sell and referral sequences fire automatically
After policy binding, the Follow-Up Agent identifies cross-sell opportunities based on client profile and triggers introductions to other coverage types at the right intervals.
Client Lifecycle — Inquiry to Retained
Lead Arrives
Web · SMS · Social · Referral
Intake Agent Qualifies
Coverage type · Needs · Timeline · Budget
Policy Agent Educates
Coverage overview · Needs match · CTA
Branch: Ready or Nurture
Ready → Quote call · Exploring → 90-day sequence
Policy Bound
Welcome · Cross-sell intro · Referral ask
Renewal Agent Active
60 days out · Review call · Retention offer
The Five Agents

Coverage gaps in your operation.
Closed by design.

Lead Intake Agent
First Response & Needs Assessment
Responds to every lead within 2 minutes and conducts a conversational needs assessment — coverage type, current carrier, pain point, timeline, and budget. Every signal captured to CRM before you make the first call.
Multi-channel lead capture and response
Needs assessment + coverage type detection
CRM entry + agent alert + lead score
"You walk into every call already knowing what they need."
Policy Agent
Coverage Education & Matching
Explains coverage types in plain language based on the prospect's specific situation. Identifies gaps in current coverage. Matches them to the right product category before the quote call — so you spend less time educating and more time closing.
Plain-language coverage explanations
Gap analysis based on stated situation
Product match + call booking CTA
"Prospects arrive at the quote call already sold on the category."
Qualification Agent
Pipeline Routing & Nurture
Routes prospects based on readiness. Hot leads get quote-call booking. Warm leads enter a 90-day nurture sequence with coverage education emails, check-ins, and value content — all automated, all personalized to their stated needs.
Readiness scoring + pipeline routing
90-day nurture with value content
Re-engagement triggers at Day 30 + 60 + 90
"Leads from last quarter convert this quarter — without you chasing them."
Renewal Agent
Retention, Renewals & Cross-Sell
Engages every existing client 60 days before renewal. Reviews their current coverage, identifies gaps, and schedules a review call while there's still time to retain. After renewal, triggers cross-sell introductions and referral requests at the right moment.
60-day pre-renewal engagement sequence
Coverage review + retention conversation
Post-renewal cross-sell + referral trigger
"Retention stops being a scramble and starts being a system."
The Renewal Engine

Your book of business.
Protected automatically.

Most retention failures happen not because of price — but because clients weren't engaged enough to feel the relationship was worth keeping.

60 Days Out
Early Renewal Engagement
The Renewal Agent reaches out 60 days before renewal date. Opens a friendly coverage review conversation. "A lot has changed this year — I want to make sure your coverage still fits your situation." Schedules a review call while there's still time to retain and upgrade.
30 Days Out
Retention Confirmation + Upgrade Offer
Follows up on the review conversation. Confirms renewal intent. If gaps were identified, presents the upgrade option with a clear value framing. Handles objections through the conversation flow before they become cancellations.
Post-Renewal
Cross-Sell & Referral Sequence
Client renews. Sequence fires with a thank-you, confirmation of continued protection, and a natural introduction to adjacent coverage types based on their profile. Referral request included 30 days after renewal while satisfaction is highest.
At-Risk Detection
Churn Signal Response
If a client opens competitive comparison emails, clicks on competitor links, or goes silent during the renewal window, the system flags it and triggers a re-engagement conversation before the cancellation request comes in.
Business Outcomes

What Assetra™ does
to your book of business.

Every metric is tied to a specific agent function. No projections. Operational outcomes from deployed AI OS systems.

Build My System
<2min
Lead response time
Prospects contacted before they reach your competition.
60%
Higher renewal retention
Clients who are engaged 60 days out renew at significantly higher rates than those who hear from you at 30 or less.
90 days
Nurture coverage
Leads that weren't ready on day one are still in your pipeline and converting on day 60 or 90.
0
Missed cross-sell windows
Every new client enters a cross-sell sequence automatically based on their profile and gap analysis.
Ready to Build

Stop losing clients to
gaps in your follow-up.

Schedule a 30-minute AI Audit. We'll map your current lead and renewal flows, identify exactly where revenue is leaking, and show you what Assetra™ looks like in your agency.

Schedule My AI Audit Talk to Vii First

No commitment. 30 minutes. We'll show you exactly what's possible.