AI automation for Insurance
Qualify and route inbound quote requests instantly, and keep renewals and follow-ups from slipping through.
The challenge, and the fix
The challenge
Inbound quote requests need fast, accurate routing to the right policy type and agent, but many agencies still sort emails and web forms by hand — by the time someone follows up, the prospect already has three other quotes. Renewals slip through the same way.
The Melioro solution
AI qualifies every inbound quote request by policy type and routes it to the right agent instantly, while renewal and follow-up sequences run automatically so no policyholder lapses without a nudge to renew.
What changes for your team
Benefits
Quote requests get routed to the right agent in minutes, not hours
Renewal reminders go out automatically, cutting policy lapses
Every inquiry and call is logged without manual data entry
Agents spend time closing, not sorting inbound leads
Follow-up continues until a quote is won or explicitly declined
Key features
The stack, in the order it runs
Not a logo wall — this is exactly what each tool does, in sequence, to solve the problem above.
Retell AI
Answers inbound calls asking about quotes or coverage, and captures the details needed to route the request.
n8n
Routes each qualified request to the right agent based on policy type and region, the moment it comes in.
HubSpot
Tracks the policy, renewal date, and every interaction in one record.
Instantly
Sends renewal reminders and follow-up sequences automatically, well before a policy lapses.
Twilio
Sends time-sensitive SMS reminders for renewals close to their deadline.
See it running in Insurance.
A strategy call is 30 minutes: we'll map which of these systems fits your business first.