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AI agent for insurance brokers

Client Life Event Review Outreach Agent

Review coverage with clients soon after a life event so gaps are closed

Risk managementMonitoringManagementInsurance
See how it worksGet access
Client Life Event Review Outreach Agent: what goes in, what the agent does and what you get

What it does

A client buys a second home or starts a side business, and the first the agency hears about it is a claim that is denied. This agent looks for the signs before that happens. Each week it scans client records for changes such as a new address, a new vehicle, a birth or a business registration, and checks public signals the agency has permission to use. It matches each event to the coverage that usually needs a change, for example a move calls for a homeowners and auto review. It drafts a friendly outreach with a short review checklist and tracks replies. If the client does not answer it sends one reminder. The manager approves all outreach. Edge case: a client moved to a different state. The agent flags licensing and carrier appetite before drafting.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Weekly scan starts 2 USES A TOOL Scan client records and permitted signals for lifeevents 3 DOES Match each event to the coverage lines that usuallychange 4 CHECKS THE RESULT Is the signal reliable and already unaddressed? If not: Drop duplicates, verify against the client fileand rescan. Back to step 2. 5 DOES Draft outreach with a short review checklist 6 YOU APPROVE Manager approves the outreach batch 7 USES A TOOL Send messages and log the date 8 DOES Track replies and book review calls 9 CHECKS THE RESULT Did the client reply within 10 days? If not: Draft one reminder for approval, then close thetask. Back to step 5. 10 RESULT Reviews booked and coverage updates queued
Read the steps as a list
  1. Weekly scan starts
  2. Scan client records and permitted signals for life events
  3. Match each event to the coverage lines that usually change
  4. Is the signal reliable and already unaddressed?If not: Drop duplicates, verify against the client file and rescan. Back to step 2.
  5. Draft outreach with a short review checklist
  6. Manager approves the outreach batchThe agent waits here for your OK.
  7. Send messages and log the date
  8. Track replies and book review calls
  9. Did the client reply within 10 days?If not: Draft one reminder for approval, then close the task. Back to step 5.
  10. Reviews booked and coverage updates queued

How it decides

It scores events by coverage impact. A move or business purchase ranks above a minor change. It only contacts a client once per event.

  • A change of address or new business ranks high and gets outreach within a week
  • A client who opted out of marketing gets a service note only
  • Only one outreach per event
  • A move across state lines goes to the manager before any message

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Which life events to watch
  • Days to wait before a reminder (default 10)
  • Outreach tone
  • Clients excluded from outreach
  • Weekly scan day

What keeps you in control

It always asks you first

  • Manager approves each outreach batch
  • Manager approves any reminder

Hard limits

  • Uses only signals the agency is allowed to use
  • Never changes coverage itself

It stops when

  • Done: review held or client declined
  • Stop: signal is wrong or client asked to stop contact

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe agent finds that a homeowner client changed address to a new state and another registered a small landscaping business. It drafts two messages with checklists. The manager approves them. The landscaper books a call, while the mover does not answer in 10 days, so the agent drafts one reminder and the manager approves it.

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