Which customers are about to shop because their renewal jumped 25%?
Recovery OS sits beside your agency management system and works the calls, new shoppers, renewals and old quote lists.
Where the money leaks
Your AI team
Calm • precise • organized
- Service calls
- Policy questions
- New inquiries
Professional • persistent • concise
- New inquiries
- Quote requests
- Shopping signals
A licensed producer handles insurance advice and binding.
Analytical • proactive • retention-focused
- Renewals
- Premium changes
- Retention risk
AI identifies the risk. A licensed professional handles the coverage conversation.
Polite • timely • consistent
- Completed jobs
- Closed deals
- Unhappy customers
Your insurance p&c specialist
One agent built for the single biggest bottleneck in insurance p&c.
Insurance Retention Agent
Know which renewals need attention before the customer starts shopping.
- Premium increases and upcoming renewals
- Monoline accounts and cross-sell gaps
- Retention-risk and service-friction signals
- Preliminary questions and policy reviews
- Prepared notes for licensed staff
Recovery OS does not provide regulated insurance advice, recommend coverage or bind policies. Licensed insurance professionals handle regulated recommendations, quoting and binding.
What each worker handles
AI Front Desk — Overflow & After-Hours Agent
- Incoming service and sales calls
- After-hours and overflow
- Basic FAQs and intake
- Appointments and routing
- New internet leads and quote requests
- New shopper follow-up
- Information collection
- Producer appointments and licensed transfers
Revenue Recovery lists
- Old purchased leads
- Quoted-not-sold
- No-answer shoppers
- Old web leads
- Abandoned quote opportunities
- Past lost prospects
Website chat
- Coverage type needed
- Current carrier and renewal timing
- Location
- Appointment intent
Licensed producers handle insurance recommendations, quoting, advice and binding. Recovery OS identifies, gathers, follows up and schedules.
We set it up, run it and keep it working.
- Built and configured for insurance p&c — scripts, questions and qualification rules
- We write the follow-up, load your lists and connect your calendar
- We monitor conversations and adjust as results come in
- You just take the booked appointments and live transfers
No setup fee. No software for your team to learn.
Recommended system
Build your AI team
Workers from $49.99/mo. No setup fee. Appointment booking included.
Revenue Recovery
Performance billed. No setup fee, no monthly fee.