57% of insurance professionals spend more than half their day on admin. OpenClaw handles renewal tracking, quoting prep, and client follow-up — so your producers can focus on selling.
Powered by OpenClaw — open-source AI that runs on your devices.
57%
of agent time lost to admin tasks
7-9x
cost of new client vs. retaining one
400K
insurance positions going unfilled by 2035
84%
avg retention — top agencies hit 95%
These aren't hypothetical problems. They're the reality of running an insurance agency in 2026.
Every new prospect means gathering info, entering it into multiple carrier portals, comparing quotes, and preparing proposals. Commercial lines can take 1-2 hours per submission across 5-8 carriers. Your $80K+ producers are doing $15/hour data entry work. 30-40% of their time is spent rekeying the same data.
Tracking hundreds of renewal dates, reaching out 60-90 days before expiration, remarketing when rates spike, following up on outstanding renewals. At 84% retention, an agency with 1,000 policies loses 160 per year. That's ~$23,000 in lost annual commission. Top agencies hit 95% by being proactive — but who has the time?
The auto client without an umbrella. The homeowner without life insurance. The business owner with no cyber liability. You know these gaps exist, but identifying them and acting on them requires time nobody has. Clients with 1.8+ policies stay at 95% retention — single-policy clients churn far more. Every missed cross-sell is a retention risk.
No proactive check-ins, no coverage reviews, no life-event triggers. When rates go up, that's the only time your name shows up. In a commoditized market where anyone can compare rates online, the relationship is your only moat. But if it's purely transactional, clients will leave for Free/year savings.
Not another dashboard to ignore. OpenClaw works in the background — you interact with it the same way you text a colleague.
Tracks all renewal dates from your AMS, sends 90/60/30-day reminders, drafts personalized client outreach, flags policies with rate increases that need remarketing, and follows up on clients who haven't responded. Never miss a renewal again.
Monitors incoming quote requests via email, extracts key info — business type, coverage needs, property details — and pre-fills submission templates. Reduces quoting prep time dramatically so agents focus on the consultative sale, not data entry.
Analyzes your book of business to identify coverage gaps per client. Generates personalized recommendations — "John has home + auto but no umbrella" — drafts outreach, and tracks who's been contacted. Turns cross-selling from a someday task into a system.
Proactive touchpoints — birthday messages, policy anniversary check-ins, coverage review reminders, seasonal tips. Monitors client emails for claims-related language and alerts you immediately. Stay top of mind without the manual effort.
Organizes incoming documents by client and policy, extracts key data from dec pages and endorsements, flags incomplete files, and generates certificates of insurance on request. Keeps your digital file room clean without manual sorting.
Monitors claim-related emails and alerts you immediately. Drafts initial client communications, tracks claim status updates from carriers, and sends proactive updates so clients are never left wondering. You handle decisions; OpenClaw handles the cadence.
Every setup is transformed for your specific workflow, AMS, and book of business.
OpenClaw is an open-source AI assistant that runs on your own devices. Unlike cloud-based tools, your data never leaves your control. It connects to your email, calendar, and existing tools — acting as the operational layer that handles follow-up, tracking, and communication so you can focus on writing policies and retaining clients.
We don't just install it — we configure it for insurance. Your lead sources, your deal flow, your client communication style. That's what makes this different from a generic AI chatbot. Learn more about NYC Claw →
This isn't about technology. It's about the revenue you're leaving on the table.
Even a 1% retention improvement compounds massively over time. Setup pays for itself within the first quarter.
Three steps to a fully working AI assistant, transformed for your agency.
We learn your workflow — which AMS you use, how you handle renewals, where quoting eats your time, and what's falling through the cracks. 15 minutes, free, no commitment.
We install OpenClaw, connect your email, calendar, and AMS workflows. Set up renewal tracking, quoting prep, cross-sell identification, and client nurture — all configured for how your agency actually operates.
Walk through real scenarios together — a renewal comes up, a cross-sell gap is flagged, a client needs a check-in. Two weeks of follow-up support to fine-tune everything.
Start with a discovery call. We'll tell you exactly what to expect.
15-minute workflow analysis. We'll map out exactly how AI fits your insurance agency.
Full OpenClaw deployment over screen share. Everything transformed for your agency workflow.
White-glove setup at your office. Hands-on deployment, multi-device, live training.
Popular integrations for insurance agencies:
Book a free discovery call. We'll map out exactly how OpenClaw fits your insurance agency — no commitment required.
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Already use GoHighLevel? See how OpenClaw integrates with GHL to manage your contacts, pipeline, and appointments with AI.