Sales Automation
for Insurance Agencies

Automate the repetitive tasks that slow down your sales team. From lead distribution to follow-up sequences, AgentTech handles the busy work so agents can focus on closing.

Automated Workflows Smart Lead Routing $50/seat
Automate Your Sales

What is Sales Automation?

Sales automation uses technology to handle repetitive sales tasks automatically. This includes lead assignment, follow-up scheduling, activity logging, email sequences, and reporting—freeing your agents to spend more time actually selling.

For insurance agencies, automation is critical during high-volume periods like AEP and OEP. AgentTech automates the entire lead lifecycle from first touch to policy binding.

Automation Features for Insurance

Let technology handle the busy work while you focus on sales.

  • Automated lead distribution based on agent skills
  • Follow-up task creation and reminders
  • Disposition-based workflow triggers
  • Automated activity logging in CRM
  • Scheduled callback management

Automation Benefits

2-3x
More calls per day
Zero
Missed follow-ups
100%
Activity logged

Explore More

Insurance Dialer Call Recording Cost Per Acquisition Guide Insurance Lead Types Average Handle Time

Frequently Asked Questions

Insurance sales automation uses technology to streamline repetitive tasks: automated follow-up sequences, lead distribution, appointment scheduling, email/SMS campaigns, proposal generation, and CRM updates. This lets agents focus on selling rather than administrative work.

Yes. AgentTech's automation includes compliance guardrails: automated DNC checking before outreach, consent verification before automated messages, enrollment period rules for Medicare campaigns, and opt-out processing for all automated communications.

Lead distribution, follow-up reminders, appointment confirmations, post-call summaries (AI-generated), SMS follow-ups, email sequences, renewal notifications, birthday/anniversary messages, and compliance documentation. AgentTech automates all of these.

Significantly. Agents using AgentTech's automation features save 1-2 hours per day on administrative tasks. AI-generated after-call summaries alone save 3-5 minutes per call. This translates to 15-25 more calls per day and higher revenue per agent.

Ready to Automate Your Sales Process?

Free your agents from busywork and watch productivity soar. Try AgentTech today.

Start Automating

Related Features

Call Transcription

Real-time speech-to-text
Call Recording

Secure compliance recording
Real-Time Coaching

AI guidance during calls
Compliance Monitoring

Medicare-specific violation detection
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