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
Allstate Agency, Sand Springs OK
How an Allstate agency reaches every new home and auto lead
“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
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100% New Leads Engaged
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24/7 Availability
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60 Sec To First Contact
The Policy Pipeline That Runs Itself
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
Communication
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.
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
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
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
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
Automated email sequences nurture leads and re-engage past customers. Messages feel natural and adjust based on behavior. The right follow-up happens automatically.
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

New Lead Qualifier

Live Transfer to Producer

Missed Call Text-Back

Quote Follow-Up

Renewal Reminders

Policy Review Scheduler

Claims Status Updates

Client Support Agent
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.
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
Your voice and text agents handle conversations around the clock.

<3 Min
Response Time
Our team responds in under three minutes so you're never left waiting.

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
Self service
- 2k Credits
- 1 Agent
- 2 Flows
- 1 User
- 1 Workspace
Pro
$99
Self service
Train agents and integrate workflows.
- 100k Credits
- Unlimited Agents
- Unlimited Flows
- 5 Users
- 5 Workspaces
- Self Service
- Email and chat support
- 10GB of Database Storage
Scale Up 🔥
$499
Premium support
Unlock AI’s full potential to scale your business.
- 500K Credits
- Unlimited Agents
- Unlimited Flows
- Unlimited Users
- 25 Workspaces
- Fully assisted onboarding
- Chat support priority
- 4 sessions of 1-1 tech implementation per month
- 20GB of database storage
Prime
$1,499
Advanced Support
Unlock AI’s full potential to scale your business.
- 1.5M Credits
- Unlimited Agents
- Unlimited Flows
- Unlimited Users
- 70 Workspaces
- Fully assisted onboarding & implementation
- Dedicated account manager
- Access to solutions engineer*
- Access to Whatsapp / Slack group for live support
- 50GB of database storage
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.
Yes. Your agents work around the clock, so leads that come in overnight or on the weekend get a call instead of sitting in the CRM until Monday.
No. AI handles first contact and screening. Producers still have every meaningful conversation and close every policy.
Yes. Dapta connects with major CRMs and agency management platforms so lead and policy records stay up to date in real time.
Dapta automates renewal reminders, policy review scheduling, and re-engagement outreach, so fewer policies lapse without anyone noticing.