Insurance Agency Essentials

Insurance shoppers move fast — they're often comparing three quotes at once, and the agency that responds first tends to win the policy. Vendi Today helps an agency capture every inquiry, quote and bind faster, and keep policyholders around at renewal time.

Be the fastest response in the inbox

Add a Chat Widget to your website so someone comparing coverage options can ask a quick question or request a quote without picking up the phone. If a call comes in while you're on another line, Missed-Call Text-Back automatically replies so the prospect knows you got it — and doesn't move on to the next agency in their search results.

Route quotes and renewals without the back-and-forth

An AI assistant can answer common questions (what documents are needed for a quote, what lines of coverage you write) and push serious prospects to your booking calendar for a call with an agent. Save your go-to explanations — coverage summaries, required-document lists — as Snippets so a full answer takes one click instead of a rewritten email every time.

Track every quote through to a bound policy

Use an opportunity pipeline — Quote Requested → Quote Sent → Policy Bound — so agents can see at a glance which prospects are close to signing and which quotes have gone quiet and need a follow-up call.

Collect premiums without extra tools

Connect Payments so clients can pay a premium, set up autopay, or settle an invoice directly, without you routing them to a separate payment portal.

Turn a smooth binding into a 5-star review

Right after a policy is bound or a claim is resolved well, send an automated review request. A steady stream of recent reviews is often the deciding factor for someone comparing agencies online, and it's far more reliable when the request goes out automatically instead of depending on someone remembering.

Keep policyholders around at renewal

Set up a recurring email or text campaign with renewal reminders, coverage-review nudges, or referral requests. Retaining an existing policyholder is far cheaper than acquiring a new one, and a simple "time for your annual review" message goes a long way toward keeping that renewal on the books.

A simple setup order

1. Add a chat widget and turn on missed-call text-back.
2. Set up an AI assistant to answer quote questions and book agent calls.
3. Build a pipeline to track quotes through to bound policies.
4. Connect payments for premiums and autopay.
5. Automate review requests after a policy binds or a claim resolves.
6. Send recurring renewal and referral campaigns to retain policyholders.