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For insurance agents and brokers

An AI assistant for insurance agents that never misses a renewal

Renewals, claim documents, new leads and the check-ins that keep clients loyal. Your hero tracks every policy date, chases what is missing and drafts every client message for your approval, from WhatsApp and Telegram.

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Nothing goes out without your OK.

Example conversation

The renewal you missed is the client you lost

In insurance the work is in the dates. A renewal that nobody mentions in time is a client who quietly moves to the agent who called them. A claim that waits for three missing documents is a client who feels abandoned. A lead that waits a day for an answer is a lead that bought somewhere else.

Your hero keeps the dates and does the chasing. Renewals and anniversaries are tracked with early reminders, claim documents are requested and chased, new leads are summarized with a reply ready, and birthdays become a reason to check in. Every message to a client waits for your approval.

You keep the relationships and the advice. Your hero keeps the calendar, the paperwork and the follow-ups that make those relationships last.

Picture this

Agency moments your hero takes over

Illustrative scenarios. Names are examples.

Example: a home policy renewing in six weeks

The renewal conversation that started early

  • The moment

    You remember the renewal two days before it lapses. The client has already found a cheaper quote.

  • You send your hero

    “Remind me six weeks before every renewal and draft the first check-in.”

  • Your hero

    Tracks every renewal date and drafts a short, personal check-in six weeks ahead, waiting for your approval.

  • The result

    You start the conversation while there is still time to keep the client.

Illustrative example

Picture this: a car claim

The claim stuck on three documents

  • The moment

    The insurer needs a police report, photos and a repair quote. The client sent one of three and went quiet.

  • You send your hero

    “Chase Mr. Cohen for the missing claim documents every three days.”

  • Your hero

    Drafts a clear list of what is still missing for your approval and repeats it until everything arrives.

  • The result

    The claim moves, and the client feels you are on it.

Illustrative example

Example: a quote request on Saturday

The lead from the weekend

  • The moment

    A family asks for a quote on Saturday. You answer on Monday; they bought online on Sunday.

  • You send your hero

    “Flag new quote requests right away.”

  • Your hero

    Summarizes the request with a suggested reply and two call slots, ready for your approval.

  • The result

    You answer from your phone the same hour.

Picture this: a client you have not spoken to in a year

The birthday that became a check-in

  • The moment

    Clients only hear from you at renewal time, and it shows.

  • You send your hero

    “On client birthdays, draft a short personal message.”

  • Your hero

    Remembers the dates and drafts a warm, short message for your approval on the day.

  • The result

    A relationship instead of a transaction, built one message at a time.

Agency jobs to hand over

Renewal tracking

Every renewal date with reminders and a drafted first check-in.

Try: “What renews in the next 60 days?”

Claim document chasing

Missing documents listed and chased until they arrive.

Try: “What is still missing on open claims?”

Lead replies

New enquiries summarized with a reply and call slots.

Try: “Draft replies to today's quote requests.”

Client check-ins

Birthdays, anniversaries and life events as a reason to stay in touch.

Try: “Who has a policy anniversary this week?”

Scheduling

Review calls booked with real open slots.

Try: “Book a review with the Dahans next week.”

Comparisons

Public price and cover comparisons researched with your hero's own browser and summarized.

Try: “Compare public travel insurance options for a family of four.”

An agency week, before and after

An illustrative week for an independent agent.

Before

Renewals noticed late. Claims waiting on documents nobody chased. Weekend leads answered on Monday. Clients who only hear from you once a year.

After

Every renewal starts six weeks early with a drafted check-in. Missing claim documents are chased for you. Leads get a reply the same hour. Birthdays and anniversaries become a reason to stay in touch.

Getting started as an agent

Connect Gmail and Calendar

So your hero can flag insurer emails and quote requests and suggest call times.

Load your renewal dates

Send your hero a list or a sheet of renewal dates; each becomes a tracked task with reminders.

Name your urgent senders

Insurers, claims departments and your biggest clients reach you right away.

Choose your check-in rhythm

How early renewal check-ins start, and whether birthdays get a message.

Your hero, your name, your photo

Nobody else lets you shape the assistant you talk to. Many agents use their agency name and logo for their hero, so clients recognise every message.

Pick the name people see

Call your hero whatever you like. The display name updates on WhatsApp and on Telegram together, so it is the same person on both apps.

Upload your own profile photo

Use a photo, a logo or one of our eight example looks. You upload it once and it shows on both channels. There is no generated face: the picture is the one you choose.

Write the about line and the personality

Short and formal, warm and chatty, or somewhere in between. Your hero keeps the tone you set in every chat and every draft.

One hero that does everything

Each account has one hero. The look is only the look: every hero handles email, calendar, tasks, groups, research and reports the same way.

How HeroKit works for insurance agents

  • Task list that closes loops

    Every renewal and policy anniversary becomes a tracked date with reminders weeks before.

  • Follow-ups and no-reply reminders

    Clients who owe claim documents, and leads who went quiet, get a polite check-in drafted for your approval.

  • Inbox triage across all your accounts

    Connect several Gmail accounts. HeroKit watches them, filters the noise, summarizes what matters and alerts you only on what's urgent.

  • Calendar and scheduling

    Your hero checks your calendar, suggests times, sets reminders and prepares you before meetings.

  • Memory that knows your world

    Your hero remembers your clients, their policies and their family dates, so check-ins feel personal.

  • And everything else a great executive assistant does, 24/7.

    See all features

How it works

How HeroKit works, step by step
  1. 1

    Get your hero's number

    Your hero gets their own WhatsApp and Telegram number. Save them as a contact like anyone else.

  2. 2

    Connect your accounts

    Connect Gmail, Google Calendar and the other apps you use, so your hero can work where your work already is.

  3. 3

    Message your hero like a person

    Text your hero, send a voice note, forward them anything or add them to a group. They draft, you approve.

You stay in control

Nothing goes out without your OK. Messages and emails to other people are sent only after you approve the exact text.

  • Approval levels. Choose what your hero does on their own, what they ask first, and what they only plan.

  • No auto-replies to strangers. Incoming messages are summarized for you with a suggested reply.

  • Private by design. Passwords and keys stay in a secure vault, and your data is never shared.

  • Weekly usage report. See exactly what your hero did and what it cost.

Questions from insurance agents

Questions we didn't cover?

Write to hello@herokit.ai or send us a message.

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Can HeroKit track policy renewals?

Yes. Each renewal and anniversary becomes a tracked date with reminders as early as you want, plus a drafted first check-in.

Will HeroKit contact my clients on its own?

No. Every message to a client is drafted for you and sent only after you approve the exact text.

Can HeroKit chase claim documents?

Yes. Your hero lists what is missing, drafts reminders on your schedule and closes the task when everything arrives.

Does HeroKit give insurance advice?

No. Your hero handles admin, tracking and drafts. Advice and recommendations stay with you.

Can HeroKit help me answer new leads faster?

Yes. New quote requests are flagged right away with a suggested reply and call slots, ready for your approval.

Is client data kept private?

Passwords and keys stay in a secure vault, your data is never shared, and you can see and edit what your hero remembers.

Can my office team use the hero?

Each account has one hero. Add it to your office group and the team can ask it about renewals, claims and open tasks.

How is HeroKit billed for an insurance agency?

HeroKit is a monthly subscription. You can cancel any time and your hero keeps working until the end of the month you paid for. There are no refunds, because a dedicated server and your hero are set up the moment you pay.

Get stuff done with HeroKit

Because your time is precious.

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