If you're an insurance broker, chances are your inbox is full of clients who said “maybe later” or “just need to check with my partner.” And somewhere on your to-do list? Chasing them all. Again.
If you're an insurance broker, chances are your inbox is full of clients who said “maybe later” or “just need to check with my partner.” And somewhere on your to-do list? Chasing them all. Again.
That’s where Jamie comes in.
Jamie is your AI assistant that lives in your inbox. She handles your follow-ups, chases your leads, and books meetings — without ever needing a login or a dashboard. Just CC her, and she’s on it.
Here’s how insurance brokers are using Jamie:
- Follow-up on quotes
Sent out a policy comparison last week? Jamie can automatically follow up with the client a few days later — politely nudging them and offering to schedule a call if they have questions. - Batch check-ins
Need to ask your client list if anything’s changed this year? Jamie can handle a mass personalised check-in: “Hi John, just checking in to see if your cover still suits your needs — happy to review your policy if anything’s changed.” - Book calls without the back-and-forth
Instead of “Does Thursday work for you?” over and over, just CC Jamie. She’ll offer times, coordinate the call, and drop it in your calendar. - Collect customer info
Jamie can gather what you need — whether it’s a list of drivers on a policy, renewal dates, or proof of address — and enter it straight into your CRM. - Keep CRM up to date
Jamie logs conversations, captures important context, and makes sure no lead falls through the cracks.
And your clients? They just think you’re incredibly organised
Jamie doesn’t say she’s AI — she just sounds like a real assistant. So your clients get a great experience, and you get hours back every week.
No dashboards. No learning curve. Just email.
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You can try Jamie now with a 14 day free trial
