AI Solutions For Insurance Agencies
Leverage The Power Of AI To Effortlessly Turn Calls, DMs, and Visitors Into Clients —
Even When You're Off the Clock
We help insurance agents automate their follow-up, book more appointments, and boost 5-star reviews — all with the power of AI.
You're Losing Leads. And You Know It.
Every missed call, delayed follow-up, and absent online review costs you potential clients.
The Top 5 Insurance Sales Killers
Our AI-Powered Growth Stack Fixes That
Four powerful tools that work independently, or in concert together to capture, nurture, and convert more leads automatically.
Realistic AI Receptionist System
Never miss another call or lead. Our AI answers the phone, qualifies leads, and books appointments — 24/7 without missing a beat.
Client Magnet Website Funnels
A modern, mobile-friendly site that turns visitors into policy leads — with built-in automation that follows up instantly.
Reputation & Review Booster
Automatically send review requests after quotes, policy sign-ups, or service calls. Watch your Google ratings grow on autopilot.
Social DM Closer
Turn your Facebook & Instagram DMs into client finding machines. We set up autoresponders that qualify and book policy reviews.
Insurance Agencies Trust Monarch — Here's Why
Real results from agencies who've implemented our AI automation.
Taylor Stone
"Game-Changer for Our Insurance Agency!"
We’ve been working with Monarch Umbrella for over
7 years, and the website and chatbot they built for our agency have been absolute game-changers.
The chatbot alone has captured
countless leads, even when we’re closed — weekends, holidays, after hours — it never stops working.
If you’re a business owner who wants to stop losing leads and start closing more business, don’t wait. This is hands-down one of the best decisions we’ve made.
Meachell Adams
“Monarch built our website and added a sales chat widget that’s dramatically increased our customer inquiries. It handles messages from our site and Facebook — even after hours. It’s been a powerful upgrade .”
Bizmazo
“Monarch’s system has been a huge asset to Bizmazo. Their conversational AI handles our inquiries, books clients automatically, helps us collect glowing reviews, and even makes sales for us — all without us lifting a finger. It runs 24/7, keeps us looking professional, and has genuinely helped us grow faster. If you run a platform or service business, Monarch is a no-brainer.”
Old Way vs. Monarch AI Way
See the dramatic difference our AI automation makes for insurance agencies.
How It Works
Get up and running in three simple steps — no technical expertise required.
Pick Your Plan Below
Sign up for the software = 5 minutes
Get Onboarded
Our team contacts you to get you onboarded into the software = 20-30 minutes
You start converting more leads — 24/7
Watch as your AI systems get reviews, answer phones, capture, qualify, and convert leads around the clock.
Ready to stop losing leads and start closing more policies?
Get started below with your new AI-powered growth stack to transform your insurance agency.
Essential Plan
4 AI Employees
AI Voice Receptionist (24/7 call answering & appointment booking)
Mobile-Friendly Lead Capture System
Google Review Accelerator (The more reviews you have, the more trust they have)
Website Receptionist
(Personalized chat flows that convert browsers into booked quotes 24/7, collecting information before the prospect even calls.)
Social DM Closer (Responds 24/7 on Facebook, Instagram, and more with natural, helpful conversations.)
Money-Back Guarantee
Just $297 / Month!
Plus a one time setup fee of $197
🤖 That's less than $75 a week for 4 all the time employees!
Save Big With The All-In-One System To SkyRocket Your Business!
Ready for more leads, more conversions, more reviews, and more repeat buyers?
No long-term contracts. Cancel anytime.
We earn your business with results — not fine print.
It doesn't eat, sleep, call in sick, or scroll TikTok.
It just works to make you money.
No payroll headaches, no insurance coverage, no employee taxes, in fact this is even tax deductible* for you business.
*not tax advice
FAQs
Can your AI really answer phone calls?
Yes! Our AI receptionist uses advanced natural language processing to have natural conversations with callers. It can answer common questions, qualify leads, book appointments, and seamlessly hand off complex calls to you when needed.
Do you help with reviews too?
Absolutely! First our Review Accelerator automatically sends personalized review requests to your past and current customers, then every time you get a new customer the AI sends them a request too. It handles follow-ups and makes it easy for clients to leave positive reviews on Google, Facebook, and other platforms.
Will this work with my current CRM?
Our systems integrate with popular insurance CRMs including Applied Epic, HawkSoft, AgencyBloc, and many others. We handle all the technical setup to ensure seamless data flow between our AI tools and your existing workflow.
What if I already have an agency website?
That's awesome! Your website is an essential part of your brand and having one is smart business. But what if you had two, or three, or a dozen smart websites, maybe one just for people needing car insurance and one for home insurance, and maybe one for life, all programed to find, qualify, book, and nurture new clients and sales. Set up sit back and watch the clients (and cash) roll in effortlessly.
What if I don't have a tech background?
No technical skills required. Our team helps with all setup, training, and ongoing support. Most agency owners are up and running in less than an hour with zero technical effort.
© 2025 Monarch Umbrella Agency - All Rights Reserved.
*tax deduction under
IRS Publication 535 – Business Expenses
Marketing, lead generation, software subscriptions, and even outsourced services that help a business grow are deductible. not tax advice, check with your accountant.
(229) 237-3046