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HumAIn for Insurance

Your agents should be quoting, not chasing.

Internet leads go to whoever calls first, and few agencies can call every lead within minutes, all day. HumAIn responds instantly, prequalifies with AI, and has trained human setters warm-transfer or book ready prospects with your licensed agents.

Book a 30-minute call What I install

Installed by Brian Graff: 2,500+ appointments and $25M+ in pipeline for partners so far in 2026.

Live 02:14 Internet leads · TX
KL
Karen LiuHome + auto · Plano, TX
84Prequal
Quote request · 2 min ago Premium up at renewal Renews next month
AI cue

Her renewal premium jumped. Offer a bundle review — Sam, a licensed agent, can take a warm transfer now.

Objection heard

“Can you just email me a quote?”

Try: “Happy to get you real numbers. A licensed agent just needs two minutes to match your current coverage — can I bring Sam on now?”

Warm transfer Follow up Not now
✓ Notes drafted✓ CRM updated✓ QA queued

Where insurance jobs leak

Most agencies pay for leads and only work a fraction of them. We work every one to a real answer.

You don't have a leads problem. You have a setting & AI problem.

Leads bought, never dialed

AI responds in seconds. Every lead gets an instant text and call — before the other agencies that bought the same lead.

Licensed agents stuck dialing

Setters do the chasing. Setters handle contact and interest, so your licensed agents spend their day quoting and binding.

X-dates and renewals forgotten

AI never forgets. Renewal-date follow-up runs automatically, so prospects hear from you right when they're ready to switch.

Quotes that never bind

AI revives them. Quoted-not-bound and aged leads are re-engaged, and anyone interested goes back to a human.

More leads won't fix that. Better setting will.

Book a 30-minute call

What I install

AI systems + human setters for insurance companies.

Installed in your business, staffed by my team, and run with you every week.

AI system

AI speed-to-lead & prequal

Know who's shopping before an agent picks up.

  • Instant text or call when a lead lands
  • Current carrier, renewal date and lines of coverage captured
  • Hot leads queued for a live transfer in seconds
Human setters

Human setters

Setters make the connection. Your licensed agents do the quoting.

  • Setters qualify interest without quoting or giving advice
  • Warm transfers to your agents, or booked quote reviews
  • AI cues for “I'm happy with my carrier” and “just email me a quote”
AI system

AI follow-up

Every lead worked to a yes, a no or an X-date.

  • X-date and renewal reminders set automatically
  • Quoted-not-bound follow-up by text, email and call
  • Aged leads re-engaged and routed back to a setter
AI system

After-hours AI answering

Shoppers compare rates at 10 PM. Answer them.

  • Evening and weekend calls answered on the first ring
  • Carrier and renewal details captured
  • Booked for a next-day quote review with a licensed agent

Insurance appointment setting for agencies, done right

Internet leads go to whichever agency calls first, and few agencies can call every lead within minutes, all day. My insurance appointment setting system responds to every home and auto lead in seconds, prequalifies current carrier, renewal date and lines of coverage with AI, and hands interested prospects to a trained human setter. That setter warm-transfers them to one of your licensed agents or books a quote review on the agent's calendar.

My setters never quote, compare coverage or give insurance advice. Their job is contact and interest, so your licensed agents spend the day quoting and binding instead of dialing. For agencies looking for an insurance call center or live transfer help, this is built for exactly that: speed to lead on every lead you buy, AI cues for “I'm happy with my carrier,” and after-hours AI answering that captures details and books next-day reviews with a licensed agent.

Insurance lead follow-up is where agencies leave the most on the table. X-dates and renewal dates captured during prequalification become automatic follow-up, so prospects hear from you right when they're ready to switch. Quoted-not-bound and aged leads get re-engaged by text, email and call, and anyone interested goes back to a setter. My setters also run outbound to past prospects and targeted homeowners, so your agents' calendars don't depend on this month's lead spend. It plugs into the systems you already use.

Shopping for a insurance agency marketing agency?

Read this before you sign.

More leads won't help if nobody answers them in minutes, covers after-hours calls and follows up until there's a yes or a no. Put a setting process in place first, and any good insurance agency marketing agency will get better results.

Before you hire an agency →The checklist →

Inbound + outbound

Your marketing brings inbound. My setters add outbound.

Inbound leads rise and fall with ad budgets, algorithm changes and the season. Outbound doesn't. My setters call targeted homeowners and book insurance appointments on top of what your marketing brings in. It's proven to be the more reliable, consistent source of booked jobs.

Inbound

From your marketing

  • Ads, website, referrals and lead vendors
  • Answered in seconds by AI, 24/7
  • Qualified and set by a human
Outbound

From my setters

  • Targeted homeowners in your service area
  • Past customers and old leads, called again
  • Steady volume every week, not just when ads are running

AI prequalification

The questions AI asks before a setter ever dials.

Every lead is qualified in seconds by text or voice, so setters open with context instead of cold questions.

  1. Are you looking to cover your home, your auto or both?
  2. Who's your current carrier?
  3. When does your current policy renew?
  4. Do you own or rent your home?
  5. When's a good time to review options with a licensed agent?
AIYour companyText conversation · via HumAIn

Hi Karen, thanks for requesting a quote! Are you looking at home, auto or both?

Both. My renewal went way up

That's frustrating. When does your current policy renew?

End of next month

Good timing. Someone from our team will call you in 2 minutes to connect you with a licensed agent.

Human setter connected · 1:31 later

Example conversation

Installed and run by Brian GraffYour Fractional AI & Revenue Officer. 2,500+ appointments and $25M+ in pipeline for partners so far in 2026, plus an 800+ seat global call center run in home services.

More about Brian →

Companies we've worked with

  • WaterTech
  • Vibe Insurance
  • Summit Solar
  • Primitive Power
  • Primitive Fiber
  • Move Easy / Live Easy
  • Virtuo
  • and more

Insurance FAQ

Straight answers.

Do your setters quote or give insurance advice?

No. Setters qualify interest and connect prospects with your licensed agents by warm transfer or booked appointment. They don't quote, compare coverage or give advice.

Can you work the leads we buy from vendors?

Yes. We respond the moment a lead arrives from the sources you already use, and revive the aged leads you've already paid for.

Do you track X-dates?

Yes. Renewal dates captured during prequalification become automatic follow-up, so prospects hear from you when they're ready to switch.

Can you generate appointments too, or just work our leads?

Both. Inbound leads from your marketing get worked by AI and setters, and my setters add outbound: calling targeted homeowners, past customers and old leads to book appointments on top. Outbound is the more reliable, consistent source because it doesn't depend on ad spend or the season.

Do you run our marketing?

No. I focus on what happens after the lead comes in, plus outbound appointment setting from my setters. Keep your marketing team or agency, and my team and I make sure every lead gets worked. If you need marketing too, I'll point you to someone great.

Who will I actually work with?

Me, Brian Graff, as your Fractional AI & Revenue Officer, plus my team of trained setters, AI builders and call QA. So far in 2026 we've set 2,500+ appointments and generated $25M+ in pipeline for partners, and I've run an 800+ seat global call center in home services. I meet with you every week on revenue.

Talk to Brian

Book a 30‑minute call. Find the leaks.

We'll look at where your insurance leads are going today and what AI systems and setters would look like in your business.

  • 30 minutes with Brian
  • See exactly where jobs are leaking
  • A clear plan and a clear price. No pitch deck.

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