AI for Insurance Agents
Stop Chasing Renewals. Start Closing Them.
Sentia+ is the AI-powered personal operator built specifically for insurance agents. Sentia+ replaces the spreadsheets, the CRM, the manual follow-ups, and the meeting prep. It knows your book of business, tracks every renewal, and tells you exactly who to call and what to say — every single day. At $75 per month, Sentia+ replaces crm, spreadsheets, calendar apps, and more — giving insurance agents a single workspace for client management, pipeline tracking, AI briefings, automated follow-ups, meeting recording with transcription, lead generation, and daily pulse summaries. It replaces CRM (Salesforce, HubSpot, AgencyZoom). It replaces Spreadsheets (Excel, Google Sheets). It replaces Calendar Apps (Calendly, Cal.com). It replaces Lead Gen Tools (Apollo, ZoomInfo, bought lists). It replaces Meeting Notes (Otter, Fireflies, Fathom). It replaces Task Managers (Asana, Monday, Trello).
Insurance agents spend more time on admin than selling.
Between tracking renewals in spreadsheets, updating your CRM after every call, juggling email threads across carriers, and prepping for client reviews — you're spending 60% of your day on software instead of policyholders.
Key Challenges for Insurance Agents
- Renewal Tracking is Manual: Policy renewal dates live in spreadsheets, sticky notes, or your AMS — and things slip through the cracks. A missed renewal is a lost client.
- CRM Updates Take Forever: After every call, meeting, or email, you're logging activity in Salesforce or HubSpot. That's time you're not spending with clients.
- Client Prep is a Research Project: Before a review meeting, you're pulling up policy details, checking email history, reviewing notes — across 4 different systems.
- Follow-Ups Fall Through the Cracks: You said you'd call back next Tuesday. You meant to send that quote. You planned to check in after the claim. But life happened.
- Lead Gen is Expensive and Slow: Buying leads from aggregators is expensive. Cold outreach without context is ineffective. You need a smarter way to find prospects.
- Too Many Tools, Too Little Time: Your AMS, your CRM, your email, your calendar, your quoting system — that's five logins before your first coffee.
One AI. Every policyholder. Every renewal. Handled.
Sentia+ replaces the spreadsheets, the CRM, the manual follow-ups, and the meeting prep. It knows your book of business, tracks every renewal, and tells you exactly who to call and what to say — every single day.
Sentia+ is the AI-powered personal operator built for insurance agents. Manage policyholders, track renewal dates, automate follow-ups, and prep for every client meeting — all in one workspace. No CRM. No spreadsheets. No more software.
Sentia+ Features for Insurance Agents
- AI Client Briefings: Before any meeting, ask Sentia to brief you on a client. Get their policy history, engagement score, renewal timeline, and personalised talking points — in seconds.
- Renewal Pipeline Tracking: Kanban board with drag-and-drop stages: Prospecting, Quoting, Proposal, Binding, Renewed, Lost. See every policy and where it stands at a glance.
- Automated Follow-Up Chains: Set follow-up intervals on every client — call every 90 days, email 30 days before renewal. Sentia auto-creates the next task when you complete one. Nothing slips.
- Unified Inbox — Every Channel: Email, LinkedIn, WhatsApp, Teams — every client conversation in one thread view. No more switching between apps to find that email from last March.
- AI-Powered Lead Generation: Define your ideal client profile — small business owners, homeowners, fleet managers — and let Sentia find qualified prospects automatically.
- Meeting Recording & AI Notes: Record client reviews and policy discussions. AI generates transcripts, summaries, action items, and follow-up tasks automatically.
- AI Strategic Plans & Proposals: Generate tailored coverage proposals and strategic account reviews with one click. AI analyses the client context and creates professional documents.
- Daily Pulse Emails: Every morning, get a summary of today's renewals due, scheduled calls, follow-up tasks, and priority clients. Start your day knowing exactly what to do.
- Sales Analytics & Targets: Track premiums written, set revenue targets, and see your performance in visual dashboards. Know your numbers without exporting anything to Excel.
How Insurance Agents Use Sentia+
- Morning: Check your Daily Pulse: Open Sentia+ and see today's renewals due, scheduled calls, and priority follow-ups. No logging into 3 systems — it's all there.
- Client call: AI briefing in 10 seconds: Before calling a policyholder, ask Sentia to brief you. Get their coverage history, last interaction, renewal date, engagement score, and personalised talking points.
- After the call: Auto-logged, auto-scheduled: Meeting recorded and transcribed automatically. Action items become tasks. Next follow-up is auto-scheduled. You move on to the next client.
- Prospecting: AI finds leads for you: Define your ideal client — small business owners in your area, homeowners over 40 — and Sentia surfaces qualified leads with contact details.
- End of day: Pipeline at a glance: Kanban board shows every policy in your pipeline by stage. See total premium value, conversion rates, and which deals need attention.
Software Sentia+ Replaces for Insurance Agents
- CRM (Salesforce, HubSpot, AgencyZoom)
- Spreadsheets (Excel, Google Sheets)
- Calendar Apps (Calendly, Cal.com)
- Lead Gen Tools (Apollo, ZoomInfo, bought lists)
- Meeting Notes (Otter, Fireflies, Fathom)
- Task Managers (Asana, Monday, Trello)
One workspace. One subscription. Everything handled for $75/month.
Frequently Asked Questions about Sentia+ for Insurance Agents
Is Sentia+ an AMS (Agency Management System)?
No. Sentia+ is a Personal Operator — it handles the data you need to do your work: clients, pipeline, communications, meetings, tasks, and follow-ups. If your AMS handles carrier integrations and policy administration, Sentia+ handles everything else — the relationship management, follow-ups, meeting prep, and prospecting that drives your revenue.
Can I track policy renewal dates?
Absolutely. Use the pipeline to set close dates as renewal dates, and Sentia will auto-create follow-up tasks at whatever interval you set — 90 days before renewal, 60 days, 30 days, whatever works for your process.
Does it work for a solo agent or just agencies?
Sentia+ was built for individuals first. One person can use it and get massive value. If you grow into an agency, the Enterprise tier adds team management, role-based access, and agency-wide analytics.
How does lead generation work?
You define your ideal client profile — industry, location, company size, role — and Sentia searches the web to find qualified prospects. You get contact details, company info, and a relevance score. One click adds them to your pipeline.
Can I import my existing client list?
Yes. CSV import with smart field mapping handles contacts, companies, and opportunities. Download a template, paste your data, and import with duplicate checking and validation.
What does it cost?
$75/month for Sentia+ Individual — introductory price, will increase. Includes everything: unlimited contacts, AI assistant, email sync, calendar, meeting recording, pipeline, lead gen, analytics, and follow-up automation. Teams at $100/user/month with shared pipeline and team analytics. Enterprise at $200/user/month for agencies.
Sentia+ Pricing for Insurance Agents
Sentia+ Individual costs $75 per user per month — an introductory price that will increase. Teams plans start at $100/user/month, and Enterprise at $200/user/month. This includes unlimited contacts, AI assistant, email sync, calendar, meeting recording and transcription, pipeline management, lead generation, analytics, and follow-up automation. Integration add-ons (WhatsApp, Telegram, Instagram, Messenger) are $10 per month each.
What Insurance Agents Say About Sentia+
I was spending 2 hours a day updating my CRM. Now I just talk to Sentia and everything is tracked. I actually have time to call clients.
— Independent P&C Agent
The renewal pipeline view changed my business. I can see every policy coming due, sorted by premium value. Nothing slips anymore.
— Life Insurance Producer
AI briefings before client meetings are a game-changer. I walk in knowing their full history, what they need, and what to recommend. Clients notice.
— Agency Owner, 3 producers