Breezy
AI Front Office for Insurance

Capture and convert every lead across every channel

Your AI front office handles calls, texts, emails, and web forms—qualifying prospects, booking quote appointments, and nurturing leads until they are ready to switch.

Your AI front office

Every channel. Every lead. More policies.

Every channel covered

Calls, texts, emails, web forms—all handled instantly. Capture leads from your website, referrals, and comparison shoppers.

Qualify and book instantly

AI captures policy type, current coverage, vehicles/property details, and timeline—then books quote appointments automatically.

Nurture until they convert

Automated follow-ups remind prospects about expiring policies and keep your agency top of mind until they are ready to switch.

Hot leads flagged instantly

AI identifies urgent opportunities—policies expiring soon, active shoppers—so you can prioritize the leads most likely to close.

Real scenarios

See how Breezy handles insurance leads

7:30 PM
Web form from comparison shopper
Caller says:

"My auto insurance renews in 5 days and I want to see if I can get a better rate. I have 2 cars and a clean record."

Breezy does:

AI texts back instantly, flags as urgent, captures vehicle details and driving history, then books a quote call for tomorrow morning.

11:15 AM
Email from new homebuyer
Caller says:

"I just bought a new home and need homeowners insurance before closing next Friday."

Breezy does:

AI responds to the email, captures property details, closing date, lender requirements, and books an appointment to discuss coverage.

3:45 PM
Text referral from existing client
Caller says:

"My friend Sarah recommended you. I need to bundle my auto and home insurance."

Breezy does:

AI texts back, notes the referral source, captures current policies and coverage levels, and schedules a comprehensive review.

The math is simple

2
extra policies/month
×
$1,500 avg premium
= $36K
extra annual premium

Breezy costs less than one month of one policy. Convert a few extra leads and it pays for itself many times over.

Integrations

Works with your existing tools

Breezy connects with the software insurance agents already use. We handle the setup and customization for you.

AgencyZoom
HawkSoft
Applied Epic
Salesforce
Google Calendar
+ any custom integration
Done for You

Let us handle the setup

Our team configures everything—integrations, AI training, automations—customized for your business. No technical work required.

One platform, built for growth

AI receptionist, CRM, and automation — everything to run your front office.

AI Receptionist

Answers phone and SMS 24/7, qualifies leads, schedules appointments

Key Capabilities:

  • Handles calls 24/7 when you're busy
  • Qualifies leads with custom questions
  • Takes detailed messages
  • Transfers important calls to you
Learn more

Work with your AI anywhere

Download on the App StoreGet it on Google Play