AI assistant for insurance agents
Insurance runs on timing + trust. Rex Squad is an AI assistant with shared context, so renewals, endorsements, and follow-ups don’t slip through the cracks.
What agents delegate first
- • Renewal reminders (with the right client/policy details)
- • New lead follow-ups after quote requests
- • “Here’s what changes / what stays the same” policy summaries
- • Claims-status update emails that sound human (not robotic)
- • Cross-sell suggestions based on what the client already has
Why it works
- • Shared context (client history, preferences, renewal dates)
- • Repeatable workflows (quote → follow-up → close → renewal)
- • Cleaner handoffs between service and sales
Start with simple playbooks
Lead qualification
Turn inbound requests into clean next steps.
Sales follow-up
Fast, accurate follow-ups that don’t drop details.
Want more examples?
Browse practical workflows, or use one of the quick tools to draft follow-ups.