Your agency misses 31% of inbound calls — and has zero outbound automation for renewals, cross-sells, and quote follow-ups. Kolari handles both. It pays for itself in 41 calls.
Missing inbound calls costs you clients. Not automating outbound costs you growth.
A policyholder calls about a fender-bender. It rings to voicemail. They call GEICO instead. That's a $1,200/year policy — gone because nobody picked up.
Your renewal reminders are manual emails nobody opens. Your cross-sell campaigns don't exist. Quote follow-ups happen "when someone remembers." Meanwhile, 23% of policies lapse at renewal.
Your CSRs spend 62% of their day on calls that an AI could handle — policy lookups, payment processing, ID card requests. At $15/call, that's $90K/year on FAQ-level work.
Inbound saves money. Outbound makes money. Together, they pay for themselves in days.
Every ring answered in under 2 seconds. Claims intake, policy questions, billing, certificates — handled instantly, 24/7.
Captures loss details, date, parties involved, and photos. Creates the claim in your AMS and routes to the right adjuster.
Pulls the caller's policy from your AMS by name, number, or DOB. Answers coverage limits, deductibles, and endorsement questions instantly.
Processes payments, sets up autopay, explains billing schedules. Handles the 40% of calls that are just "when is my payment due?"
Generates and emails certificates of insurance and ID cards on the spot. No more 24-hour turnaround on a 30-second task.
AI-powered campaigns that renew policies, cross-sell coverage, and follow up on every quote — without your team lifting a finger.
Automated calls at 60, 30, and 15 days before expiration. Reviews coverage, answers questions, and confirms renewal. Reduces lapse rate by 34%.
Identifies single-line policyholders and runs bundling campaigns. "You're saving $47/month by bundling — want me to email a quote?"
Every online quote that doesn't convert gets a friendly AI follow-up call within 24 hours. Recovers 18% of abandoned quotes.
Reaches out to former policyholders with new rates and coverage options. Wins back 12% of lapsed accounts automatically.
Your email drip campaigns get a 20% open rate and a 2% response rate. That means 98% of your follow-ups go nowhere. Kolari replaces passive email sequences with automated phone and text nurture that works every lead to a resolution: booked, converted, or dead. No lead sits in limbo. No lead goes untouched.
Kolari works every lead to a definitive outcome. No lead is "dormant," "untouched," or "unknown." Every lead in your pipeline is either active or dead.
Most businesses have hundreds, sometimes thousands, of leads sitting in a CRM with no status, no next step, and no resolution. Kolari works every single one to a definitive outcome: booked, converted, or dead. No lead falls through the cracks. No lead lives in limbo. Automated phone and text lead nurturing runs 24/7 until there is a resolution. No new ad spend needed. Just better follow-up on the leads you already have.
Drag the sliders. Watch the math. Spoiler: it's fast.
Based on 73% inbound deflection rate · Kolari Professional at $495/mo · Does not include outbound revenue generation
Kolari meets your customers wherever they are — phone, text, web, or email — with AI that handles conversations across every channel seamlessly.
AI voice agents that answer and make calls with human-like fluency. Handle inbound inquiries 24/7 and run outbound campaigns — follow-ups, reminders, re-engagement — at scale.
Two-way text conversations powered by AI. Receive and respond to policyholder texts instantly, or send outbound messages — renewal reminders, payment alerts, claim updates — with intelligent threading.
Embed a live AI agent directly on your website. Visitors get instant help without picking up the phone or sending a text — voice or chat, right in the browser.
Automated email for confirmations, follow-ups, summaries, and drip sequences. Triggered by call or text outcomes to keep the conversation going after the initial interaction.
Kolari takes compliance seriously. Every outbound text and call runs through the proper channels so you stay on the right side of the law.
All SMS and outbound calling through Kolari requires 10DLC (10-Digit Long Code) registration. This is a carrier-mandated requirement that ensures your messages are delivered reliably and your brand is verified.
Kolari integrates with Do Not Call (DNC) registries and TCPA compliance management tools to help you honor opt-outs and stay compliant with federal and state telemarketing regulations.
Your compliance. Our infrastructure. Kolari gives you the technical rails — 10DLC registration, DNC integrations, opt-out handling, call recording disclosures — so your team can focus on the business while staying compliant. Regulatory responsibility remains with your organization.
Inbound savings from day 1. Outbound revenue from week 1.
Connects via webhooks to any agency management system. AI learns your policies, carriers, and workflows. Additional implementation costs may apply.
5 min setupClaims intake, policy questions, billing, certs — handled in seconds. Complex issues transfer warm to the right CSR with full context.
73% deflectionRenewal reminders, cross-sell campaigns, quote follow-ups — all running in the background. Your book of business grows while you sleep.
Day 1 revenueEvery missed call is a lost client. Every manual renewal is a risk. AI that handles both — and pays for itself in 41 calls.
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