AI Lead Qualification — Insurance Agencies

Your Team Only Talks
to Ready Buyers.

An AI that conducts a full coverage needs assessment, matches the prospect to your carrier lineup, scores their readiness, and only escalates serious buyers to your agents.

See a Live Demo — Free See a Live AI Intake System

Live demo: an AI qualification platform we built for small business lending — same architecture, applied to insurance.

maxevdigital.com/ai-intake-insurance
LIVE
Platform preview
45–90 min
Avg Agent Time Per Unqualified Prospect
5 min
AI Pre-Qualification
3x
More Agent Time on Closeable Leads
What It Does

AI Qualification That Knows Your Products

The AI is trained on your specific carrier lineup, product catalog, and eligibility rules. It doesn't ask generic questions — it asks the right questions for the coverage types you actually sell.

🤖
AI Needs Assessment
Life stage, assets, risk profile, existing coverage, renewal timeline — gathered conversationally in under 5 minutes.
🏢
Carrier + Product Matching
AI checks the prospect's profile against your available carriers and identifies the best-fit products before the agent gets involved.
📊
Lead Scoring — Hot / Standard / Price-Shopper
Highly qualified prospects (complex needs, near renewal, motivated) get immediate agent callback. Price-shoppers get self-service quote tools.
🔔
Hot Lead Alert
Instant notification to the agent when a high-quality prospect completes qualification — with a full summary ready to review before the call.
🔗
AMS360 / Applied Epic Sync
Qualified prospects automatically create a new record in your agency management system — no manual data entry.
Pricing

Your Carrier Lineup. Your Criteria. Built Once.

Starting At
$4,000
Setup: $4,000–$6,500 depending on carrier count and AMS integration. Monthly hosting from $300/mo.
  • AI needs assessment configured for your products
  • Carrier + product matching logic
  • Lead scoring (Hot / Standard / Price-Shopper)
  • Immediate hot lead alert to agents
  • AMS360 / Applied Epic auto-record creation
  • Email nurture sequence for warm leads
Book a 15-Min Demo — Free

See It Qualify a Lead in Real Time

15-minute demo. We show you the live system and walk through exactly how it would be configured for your agency's carrier lineup.

Book the Free Demo