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Write More Policies with AI for Insurance Agencies

Never miss a new lead with AI automation built for agencies.

50,000 Global Businesses Trust Dapta

Real results from insurance agencies like yours

Unanswered Calls Means Missed Revenue

Hear how you can multiply your revenue with AI automation.

Write More Policies with AI for Insurance Agencies

Without Dapta
Missed Lead Calls 20
Unqualified Leads 20
Out-Of-Date CRM 20
Slow Quote Follow-Up 20
Renewals That Lapse 20
Leads Waiting on a Producer 20
With Dapta
Every Lead Called 24/7 100
Qualified Leads 100
Up-To-Date CRM 100
Immediate Quote Follow-Up 100
Automated Renewal Reminders 100
Live Transfers to Producers 100
Success Story

Allstate Agency, Sand Springs OK

How an Allstate agency reaches every new home and auto lead

Rupesh K. Parekh, Allstate Exclusive Agent, Sand Springs, OK

“The calls have started coming in, and we’ve sold a couple of policies from those calls. It’s more of a partnership than just here’s the software, go figure it out.”

— Rupesh K. Parekh
Exclusive Agent and Financial Representative

  • 100% New Leads Engaged

  • 24/7 Availability

  • 60 Sec To First Contact

Outcomes with Dapta

The Policy Pipeline That Runs Itself

Lead <br>Conversion

Lead
Conversion

Every new lead deserves a call before it goes cold. Dapta’s AI voice agents dial the moment a lead hits your CRM, run a natural screening conversation, and transfer the qualified ones live to a producer. No lead sits waiting for a callback.

Client <br>Communication

Client
Communication

Policyholders want answers, not hold music. Dapta automates quote follow-ups, document requests, and status updates so clients always know where things stand without your team fielding every call.
Policy <br>Retention

Policy
Retention

Renewal season shouldn’t be a scramble. Dapta triggers renewal reminders, policy review invitations, and win-back sequences automatically, so fewer policies lapse and more clients stay covered.

Technology Used

Powered by AI Agents That Work 24/7

Dapta unifies voice, text, web chat, and email into one AI system. Interactions happen instantly with natural, on-brand conversations, so nothing gets missed.

AI Text <br>Agents

AI Text
Agents

Respond to leads instantly through SMS and WhatsApp. Dapta’s AI agents handle natural-sounding conversations, answer questions, qualify prospects, and book appointments automatically.

AI Voice<br>Agents

AI Voice
Agents

Never miss another call. Dapta’s AI voice agents answer 24/7 with natural-sounding conversations that feel professional and on-brand. They schedule appointments and route requests without hold times.

Website AI <br>Widget

Website AI
Widget

Turn website visitors into booked appointments instantly. The Dapta AI widget starts natural-sounding conversations, captures lead details, and schedules directly from your site.

Smart Email Campaigns

Smart Email Campaigns

Automated email sequences nurture leads and re-engage past customers. Messages feel natural and adjust based on behavior. The right follow-up happens automatically.

Use Cases

From New Lead to Bound Policy

Dapta handles the conversations that write policies, keep clients covered, and bring them back at renewal.

24/7 AI Receptionist

24/7 AI Receptionist

Lead Qualifier

New Lead Qualifier

Live Transfer to Producer

Live Transfer to Producer

Missed Call Text-Back

Missed Call Text-Back

Quote Follow-Up

Quote Follow-Up

Seasonal Rebooking Reminders icon

Renewal Reminders

Demo Scheduler

Policy Review Scheduler

Enrollment Status Updates

Claims Status Updates

Customer support agent icon

Client Support Agent

CRM Integration

Designed for your CRM

Dapta integrates with your CRM and agency management system to automate follow-ups, update policy records, and sync every conversation with your pipeline.

HubSpot integration with Dapta
HighLevel integration with Dapta
Salesforce integration with Dapta
EZLynx
Hawksoft
Applied
Support

Hands-On Support

We don’t just hand you software and step back. We work alongside you to launch, optimize, and continuously improve your AI agents so they drive real policy growth.

24/7 AI Agents Live

24/7 AI
Agents Live

Your voice and text agents handle conversations around the clock.

Less than 3 Min Response Time

<3 Min
Response Time

Our team responds in under three minutes so you're never left waiting.

98% Client Satisfaction

98% Client
Satisfaction

Insurance agencies trust Dapta to deliver measurable results.

Dedicated Success Manager

An expert who understands your agency and helps refine your messaging, workflows, and automation strategy.

Guided Onboarding

We configure your integrations, build your initial workflows, and train your team so everything launches correctly.

Ongoing Optimization

We review call performance, test improvements, and fine-tune scripts to book more qualified conversations over time.

Ready-to-Use Frameworks

Access proven messaging templates and automation strategies designed specifically for insurance agencies.

Dapta Calls Every New Lead So No Policy Slips Away

Our AI agents integrate with your CRM and calendar to qualify leads, transfer hot prospects to a producer, and document every interaction automatically. Every prospect gets an immediate, professional response, 24/7.

Simple pricing for your use case

Choose the plan that fits your needs and budget.

Free

$0

Monthly payment
Self service
For individuals and business exploring AI automation

Pro

$99

Monthly payment
Self service

Train agents and integrate workflows.

Scale Up 🔥

$499

Monthly payment
Premium support

Unlock AI’s full potential to scale your business.

Prime

$1,499

Monthly payment
Advanced Support

Unlock AI’s full potential to scale your business.

You have questions?

We have answers

How does AI help insurance agencies write more policies?

AI agents call every new lead within seconds, ask a few qualifying questions, and transfer hot prospects live to a producer so your team spends its time on people who are ready to talk.

Talk to Dapti
Try our live demo

Experience how our AI voice agents handle conversations in real time.