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Evaluates leads, connects to sales.
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Enhance Client Acquisition with AI for Insurance

Improve lead qualification, streamline client outreach, and boost sales with AI solutions tailored for the insurance sector.

Let’s Talk
Car insurance quote
Welcome! I'll help you find the best coverage
Honda Civic 2022, personal use
Your quote is $89 monthly. Shall we start your policy?

Qualify Leads Efficiently with AI

Turn inquiries into policyholders with automated lead qualification

About Lead Qualification Agent

Instant Lead Engagement

Respond to potential clients immediately, addressing questions about coverage options and policy details, increasing conversion rates.

Automated Risk Assessment

Qualify and rank leads based on their insurance needs, risk profile, and potential value, ensuring the sales team focuses on high-priority opportunities.

CRM Synchronization

Automatically update your CRM with qualified leads and customer data, reducing manual entry and improving team productivity.

Automate Outreach with AI

Launch personalized outreach campaigns promoting new insurance products, policy upgrades, and renewal reminders, increasing engagement and sales.

About Outbound Agent

Higher Policy Sales

Launch personalized outreach campaigns promoting new insurance products, policy upgrades, and renewal reminders, increasing engagement and sales.

Automated Follow-Ups

Set up reminders for policy renewals, coverage updates, and special promotions, keeping clients informed and boosting retention rates.

Data-Driven Personalization

Use AI to craft tailored messages based on client needs and preferences, ensuring relevant and effective communication.

Case Study

How Humana Boosted Their Conversion Rates by 4X

See how Humana used Patagon AI to improve conversion rates by 4X

View Full Case
Andrés Maldonado - Head of Digital Marketing at Humana
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Onboarding

Up and running in just 4 weeks

Our streamlined process ensures your team is ready quickly and efficiently

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Week 1: Discovery
We dive deep into your business and sales processes to tailor Patagon AI to your unique needs.
Week 2: Train
Our experts will train the AI agents to understand and qualify leads according to your specific criteria.
Week 3: Integrate
We seamlessly integrate with your existing tools and CRM, ensuring a smooth workflow.
Week 4: Deploy
Once deployed, we monitor our agents periodically to ensure everything is running smoothly.

Frequently Asked Questions

Have questions about our services? Find answers to commonly asked questions here.

Which CRMs do you integrate with?
Any CRM with an API. Native connectors include HubSpot, Salesforce, Pipedrive, Microsoft Dynamics, Zoho, Zendesk, and more.
Can a human take over a conversation?
Yes. Reps can jump into the same thread at any time and take control.
How long does onboarding take?
Anywhere from one day to several weeks, depending on your integrations and internal complexity.
How fast do you reply? Are you 24/7?
Typical benchmarks for our chat agents are <3 seconds first reply and 24/7 coverage.
What languages are supported?
Platform UI in Spanish, Portuguese, and English. Our AI agents can chat in 30+ languages.
Which channels do you support today?
WhatsApp today. Instagram, Messenger, SMS, and Email are on the roadmap.
What counts as a “Qualified Lead”?
We define it with you. The criteria are fully customizable by business: fields, thresholds, disqualifiers, and pass/fail or scoring.
Still have questions? Contact us for more information.
Let’s Talk
30% más conversiones o te devolvemos tu dinero
Batch Full - Join the Waitlist
We prioritize quality over quantity, working with a limited number of clients each month to ensure exceptional results. If you're ready to transform your sales with AI-powered solutions, apply for a slot to partner with us.
Free Slots Available
We prioritize quality over quantity, working with a limited number of clients each month to ensure exceptional results. If you're ready to transform your sales with AI-powered solutions, apply for a slot to partner with us.

Dejá de Perder Leads Calificados

Cada día que pasás sin Patagon AI, estás perdiendo leads valiosos que se van a la competencia.

Mientras dormís, tu competencia califica leads con AI.
¿Cuántas oportunidades vas a seguir perdiendo?

Join top performers
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Our Guarantee: Boost your conversion rate by 30%—or get a full refund, no questions asked.
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