Sell More Policies, Build Better Relationships
Transform your insurance sales with AI-powered intelligence that helps you identify opportunities, automate follow-ups, and close more policies.
Built for Every Insurance Vertical
Why Insurance Agents Choose Appendment
Better Lead Qualification
Instantly identify high-value prospects with comprehensive data enrichment
Faster Quote-to-Bind
Automate follow-ups and streamline the entire sales process
Compliance Ready
Built-in compliance features for insurance regulations
Improved Client Retention
Personalized touchpoints that build lasting relationships
Insurance-Specific Features
Lead Management
- Insurance-specific data enrichment
- Policy renewal tracking
- Life event triggers
- Risk assessment scoring
Sales Automation
- Quote follow-up sequences
- Cross-sell opportunity alerts
- Referral request automation
- Annual review reminders
Compliance & Reporting
- TCPA compliance tools
- State-specific regulations
- Audit trail documentation
- Commission tracking
Automate Your Insurance Sales Process
New Lead Processing
Automatically enrich new leads with 50+ data points including lifestyle, demographics, and financial indicators to identify the best products to offer.
Quote Follow-Up
Never let a quote go cold. Automated sequences ensure timely follow-ups with personalized messages based on prospect behavior and preferences.
Built with Compliance in Mind
Stay compliant with state and federal insurance regulations. Our platform includes TCPA compliance, proper consent management, and complete audit trails for all customer interactions.
Ready to Transform Your Insurance Sales?
Join thousands of insurance professionals closing more policies with Appendment