Basex8
For insurance agencies

Virtual assistant for insurance agencies

A virtual assistant for insurance agencies answers a renewal or quote text the moment it comes in. Let a renewal question sit for nine days, and the policy usually lapses before anyone notices.

Limited-time, ends soon
$67 first month, then $297/mo
  • Answers after hours, weekends and during the busiest part of the day
  • Qualifies the client, then hands them a booking link and can book them directly
  • Works on Instagram, Facebook, WhatsApp, SMS or website chat, whichever clients use most
  • Replies short, like a person texting back, not a wall of AI text
  • Fast setup. Cancel anytime.

30 minutes, no pitch. If your gap is small, you will be told that.

Insurance agent on the phone reviewing paperwork, the kind of renewal question a virtual assistant for insurance agencies answers first
How it works

How it works for insurance agencies.

Only the first one needs anything from you, and it takes a single conversation.

1

You talk, we listen

Your hours, your services, your prices, the questions clients actually ask, and the things it should never say.

2

We build your voice

It gets written to sound like your agency, not a script. It answers quote and renewal questions in plain terms, and passes along anything about a claim or a coverage change to your team.

3

It answers

A message on any channel gets a reply in seconds, and every channel gets the same answers at any hour.

4

They book

Once the client is qualified they get booked, instead of a promise that someone will get back to them tomorrow.

This is built for insurance agencies whose clients text about a quote, a renewal, or why a premium changed, not a call center reading from a script. A renewal question that sits unread for over a week can turn into a lapsed policy, and a lapsed policy is a client an agency has already spent years earning.

The maths

The number that decides it.

A single renewed policy can carry $300 to $1,500 or more in commission every year it stays active, often for a decade or longer once a client is settled in. A renewal text that goes unanswered for nine days is long enough for a client to shop a competitor instead of waiting on you. Losing one long-term policyholder over a missed message costs more than a year of this service.

Now count last month's unanswered messages, and the decision usually makes itself.

OptionAfter hoursAnswers your busiest channelMonthly cost
Nobody checkingNoNoFree, and it shows
Insurance agency owner checks when freeNoRarelyTime pulled off other work
Extra hire to monitor messagesNoWhile on shiftPayroll
Basex8YesYes$67 first month
FAQ

Frequently
asked questions.

What kinds of insurance agencies do you work with?
Independent insurance agencies and agents whose clients text about quotes, renewals, and premium changes, rather than call a national 1-800 line.
What does the free intro call involve?
Thirty minutes on how enquiries actually reach your insurance agency and how many go unanswered. There is no pitch, and if the gap turns out to be small you will hear that instead of a proposal.
Do I need to know anything about AI?
No, and you never have to touch it. Everything gets explained in words you already use, because the setup is a conversation about your insurance agency rather than about software.
How much does it cost?
Your first month is $67, offer ends soon, then $297 a month for one channel, priced around your insurance agency's message volume rather than per minute like a call answering service. You can cancel at any point.
Will clients know they are talking to a bot?
It's built to reply the way a real person would text back: short, plain, no walls of AI-sounding text. Some clients will still work it out, and they generally mind far less than owners expect, because what they wanted was an answer at ten at night. It hands off to your team the moment a conversation goes past what it should handle.
Does it replace my front desk?
No, and anyone telling you otherwise is overselling it. It takes the repetitive first exchange off your team so they can deal with the client in front of them.
Do we have to change our software or socials?
It sits alongside what you already run, connecting to whichever channel your clients message you on, Instagram, Facebook, WhatsApp, SMS or website chat, so nothing about your existing accounts or software changes.
Do you just set it up and disappear?
You deal with the same person who learned your insurance agency on day one, not a support queue, and it gets adjusted as your hours, prices and services change.

Stop losing renewals to a message that sat unread.

It's one call with no pitch, and you'll come away knowing more about your insurance agency either way.