Managed AI follow-up for insurance agencies
CyberFin AI sets up and manages AI voice and text campaigns for insurance agencies across two high-value areas: retention and expansion, plus opportunity closing.
Built for agencies that need consistent follow-up on renewals, cross-sells, cancellation saves, open quotes, old leads, no-shows, and new inquiries.
The simple idea
Your CRM already has current clients, renewal dates, cross-sell opportunities, lapsed policies, open quotes, old leads, and new inquiries. The problem is that someone still has to call, text, follow up, and keep the campaign moving. That is the part we manage.
The problem
Some campaigns protect and expand the book you already have. Others help close opportunities that have gone quiet. Both matter, and both can be managed without turning your team into full-time follow-up chasers.
Book renewal reviews, start cross-sell conversations, ask for referrals, and reach at-risk clients before they disappear.
Follow up with open quotes, no-shows, old leads, new inquiries, and former clients until they respond, book, or opt out.
Producers and CSRs still handle the real conversations. The campaign handles the repeated outreach that usually slips.
The two campaign lanes
Why timing matters
For retention and expansion, that means booking reviews, cross-sell appointments, referrals, and save calls. For opportunity closing, that means reviving quotes, old leads, no-shows, and new inquiries before they go cold.
Campaign library
We help set up, run, watch, and adjust the campaigns. Your team does not need to learn another complicated tool just to keep client follow-up and opportunity follow-up moving.
Packages
Starter is a simple way to test one campaign. Growth is the package that makes the most sense for most agencies because it can cover retention and expansion while also helping close open opportunities.
Best when you want to test one clear campaign first, like annual reviews or cancellation saves.
Best for agencies that want retention, expansion, and opportunity-closing campaigns running together.
Best for larger agencies that need more calendars, more campaigns, and chatbot coverage.
Pricing and package features are based on the Managed AI Outbound Campaign Services Agreement. All packages include a 90-day initial term.
Recommended start
Starter is useful when you want to test one thing. Growth is usually the better starting point when the agency has both book-management opportunities and open opportunities that need follow-up.
Annual reviews, cross-sells, referrals, and cancellation saves.
Speed-to-lead, quote follow-up, no-show rescue, old leads, and win-backs.
Five campaigns give you room to work both lanes without jumping all the way to Pro.
Good fit
It is a managed service. We help configure, run, monitor, and adjust the campaigns.
Yes. Starter is built for one campaign. Growth is better when you want five campaigns running together.
It depends on the pain. If the book needs attention, start with annual reviews, cross-sells, or cancellation saves. If open opportunities are leaking, start with quotes, old leads, no-shows, or speed-to-lead.
No. We improve the speed and consistency of follow-up. Results still depend on list quality, timing, offer, market, and how the agency handles replies and booked calls.
Test this
Enter your phone number and Gail will place a short test call so you can hear the experience your prospects and customers would get.
Most test calls begin shortly after submission. Keep your phone nearby so you can hear the experience end to end.
Next step
On a quick call, we will look at both sides of the problem: keeping and expanding the book, and closing open opportunities. Then we will decide whether Starter, Growth, or Pro makes sense and map the first campaign bundle.
Booking link goes here. Once your scheduling link is added, every button on this page should send people to book the call.
Booking Link Coming Soon