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Insurance Solutions

Turn submissions into bound policies faster.

Submission intelligence and lead intake that keeps pipelines moving.

ROI: $500–$2K

The Problem

Agencies juggle high volume and burnout. Submissions sit in queues, leads go cold, and manual follow-up can't keep up; spending capacity and AI readiness gaps leave room for solutions that work.

The Solution

AI that qualifies leads, captures submission details, and routes to the right producer. Same intake workflow we use for legal (lead → qualify → route → schedule), tuned for insurance agencies and AMS integrations.

WE INTEGRATE DIRECTLY WITH

Applied
EagleEye
AgencyBloc
Carrier Portals

Why build custom?

Generic AI Tools

  • ❌ "One size fits all" prompting
  • ❌ Manual data copy-pasting
  • ❌ Hallucinates facts
  • ❌ No accountability

Raison Insurance AI

  • ✅ Trained on Insurance workflows
  • ✅ Direct API integration
  • ✅ Guardrails & Fact-Checking
  • ✅ Monthly Optimization
Free Lead Response Revenue Calculator

How much premium walks away when you're slow to respond

Responding to a lead within 5 minutes makes you 21x more likely to qualify them. But the average agency response time is 47 hours. See what slow follow-up is costing your book of business.

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Web + referral + carrier

Industry avg: 47 hrs

%

Leads → bound policies

$

Per bound policy

%

First-year commission

Ready to see where AI can move the needle for your Insurance business?

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