Insurance agencies
Follow up on every insurance quote request until it becomes a conversation.
Someone asks for a quote and then compares three agencies. Kojo OS texts instantly, calls within minutes and books time with a licensed agent.
Where the leads come from
- Quote request forms
- Facebook lead forms
- Inbound calls
- Aged lead lists
- Renewal lists
- Referral texts
See it work on your own phone.
Fill in a short form. You’re texted instantly and our AI calls you within minutes. The call is the demo.
- Fill in the form
- You get a text
- Our AI calls you and books a walkthrough
What Kojo OS does
What happens to your leads.
Insurance agencies: the situations we set up first. Each one runs on its own once you approve it.
- 1
A quote request comes in
The lead gets a text at once. Our AI calls within minutes, confirms what they want covered and books a call with a licensed agent.
About Speed to lead - 2
A quote is sent and the lead goes quiet
Kojo OS follows up by text, call and email, and stops when the person replies, books or opts out.
About Follow-up - 3
Renewals are coming up
A campaign through your renewal list can ask who wants to review coverage and book those calls before the date.
About Follow-up - 4
Your team calls aged leads
The power dialer works a list with voicemail drop, and every outcome is written to the CRM with a note.
About Follow-up
Who it's for
Is this for you?
A good fit if
- Quote requests arrive from forms and ads and sit too long
- Licensed agents are on calls and cannot reply right away
- You have renewal and old quote lists to work
- You want every call recorded and summarized
Not a fit if
- You want the AI to advise on coverage or bind a policy
- Your agency sells only to existing clients by referral
- You cannot say which questions the AI may ask
What the AI does not do
It does not recommend coverage, give a quote or bind a policy. It collects the details you choose, answers general questions you approve and books time with a licensed person. Your licensing and disclosure rules stay with your agency, and we write the scripts around them.
How it works
Set up, tested and run for you.
Kojo does the work. You approve the words and test it with a lead of your own before anything goes live.
- 1
Map where leads come in
We list every source (quote forms, ad forms, inbound calls and renewal lists) and tag each lead to the form, ad or page it came from.
- 2
Write the first text and call
We write the opening text, the call script and the follow-up in your words. You approve every word, including what the AI will not discuss.
- 3
Test with a lead of your own
You fill in your own form and watch it work: the text, the call, the booking and the record in your CRM.
- 4
Go live and review
Once you say yes it runs on every new lead. We watch the calls with you and tune the scripts as real leads come in.
Every industry
The same Kojo OS, whatever you sell.
Kojo OS is not built around one trade. Everything below comes with it, and we write the scripts for your business.
An instant text
Every new lead gets a text from your local number the moment it arrives.
Read moreA call within minutes
Our AI calls inside the calling hours you set, answers questions and books the appointment.
Read moreFollow-up that keeps going
Text, call and email until the lead books, replies, says no or texts STOP.
Read moreBooking on your calendar
The appointment lands on the calendar, and the call notes, outcome and tags are written to your CRM.
Read moreA power dialer for your team
Work a list yourself with the dialer, with voicemail drop and outbound campaigns through old leads.
A warm handoff to a person
When a lead wants a person, the AI says a short note first and passes the call to your team.
English, Spanish and more
Voice, text and email in more than one language, so a lead can answer in the one they use at home.
An AI assistant in Slack
Ask in plain English and it builds workflows and reports. Claude, ChatGPT and Grok can also connect to Kojo OS.
Read more
Industries
Other businesses we set it up for.
Not on the list? The product is the same. Tell us what you sell on the demo call.
Two promises, in writing.
Every Kojo OS client gets both, in the agreement you sign before any work starts.
- You own your accountsYour domain, content, Google Business Profile, analytics and accounts are always yours and stay in your name. If we part ways, any site we built is handed over or bought out on terms set in writing.
- Terms in writing firstThe plan, the price and the term are written down before any work starts. Term length depends on the work, and it's always on paper.
FAQ
Straight answers, up front.
What owners ask us before they start.
Can the AI give a quote?
No. Quotes and coverage advice stay with your licensed agents. The AI gathers the details you choose and books the conversation.
Can it call my renewal list?
Yes. An outbound campaign can work a renewal list inside calling hours, drop a voicemail when nobody answers and book a review call.
How does it handle do-not-call requests?
STOP and do-not-call requests are honored, and each lead's allowed local calling hours are respected. You should still have your own consent practices checked for your state.
Will it work with our agency management system?
Kojo OS connects to your CRM and works through forms, webhooks and the integrations we set up. Tell us what you use on the call and we will say what is possible.
Kojo OS
See it work on your own phone.
Fill in a short form and our AI calls you within minutes. The call is the demo.