AI agents for insurance agencies: quotes, renewals and claims intake

Jelliu in one paragraph

Jelliu is a no-code platform for autonomous AI agents (called Bop) that answer and make phone calls and handle WhatsApp, email and web chat in English, Spanish and Portuguese — for sales, customer support, appointment booking, collections and outbound campaigns. It has a permanent Free plan with 15 voice minutes a month; paid plans start at $99/month (Starter $99, Growth $249, Business $549; Enterprise custom, including installation on your own servers).

What the AI agent does

• Call and message new leads within minutes
• Collect quote details (vehicle, home, household)
• Book a call with a licensed agent
• Remind renewals and overdue payments
• Take first notice of loss and route it
• Answer policy FAQs you approve

Example

A lead fills an auto-insurance form at 10 p.m. Bop calls within minutes, collects vehicle and driver details, and books a call with a licensed agent for the morning.

How to set it up

• Create a free Jelliu account and describe the job in plain language.
• Add your information: services, hours, prices you publish, policies.
• Connect your calendar or CRM, your phone number and WhatsApp.
• Test with real calls, then turn it on and review conversations.

Related

AI receptionist · AI answering service · Appointment scheduling · Best AI receptionist · Best AI voice agents for small business · AI agents guide · Pricing

AI agents by industry

Real estate · Law firms · Auto dealerships · Gyms & fitness studios · Hotels & vacation rentals · Property management · Salons & spas · Recruiting & staffing · Plumbers · Dental & medical clinics · Home services & HVAC · E-commerce · Restaurants

Sources

Checked November 1, 2026: jelliu.co/pricing