AI Employee Setup Package
Industry
For insurance agencies

Meet Emily.
Your 24/7 quote desk.

Shoppers request quotes from three agencies and bind with whoever gets back to them first. Emily answers instantly, gathers the details your producers need, books the quote call, and never lets a renewal or cross-sell slip.

Learn more
She lives on the channels your customers already use
iMessage WhatsApp SMS / Text Email Whatever you need
Iconic Web
Emily — AI employee
Emily
AI Customer Agent
Online now
EMP-001 · REPLIES IN SECONDS
What Emily does

One hire, six jobs

Answers every quote request instantly

Gathers vehicles, drivers, property & current coverage

Books quote calls with your producers

Works renewal reminders & win-backs

Cross-sells (auto + home + umbrella)

Logs everything to your AMS / CRM

These are just examples. Emily is custom-built around your business. If you can describe the job, she can be trained to do it.
The payroll math

One hire that covers four salaries

To match what Emily does, an agency would staff four separate roles. Here's what that actually costs.

CSR / Receptionist

Answers every call and quote request

$38K/yr
Quote Specialist

Gathers details, preps every quote

$42K/yr
Renewal & Cross-Sell Rep

Works renewals, win-backs & bundles

$40K/yr
After-Hours Answering

Covers evenings, weekends & holidays

$33K/yr
Annual cost, role by role
CSR / Receptionist$38,000
Quote Specialist$42,000
Renewal & Cross-Sell Rep$40,000
After-Hours Answering$33,000
Emily, all four roles$9,600/yr
Salaries: typical U.S. figures before ~25% payroll taxes & benefits. Emily: $800/mo, iMessage, SMS & Email sending fees included.
$191,000/yr
four salaries, with taxes & benefits (~25%)
→
$9,600/yr
Emily, doing all four jobs at once
=
95% less
and she never takes a day off
Why speed wins

The agency that responds first binds the policy

Bind a policy today and you often keep it for years of renewals. Answer a day late and that whole lifetime of premium goes to the agency that picked up first.

Every quote request answered instantly

Calls, web forms, and comparison-site leads

Details gathered before the callback

Vehicles, drivers, property, current coverage (ready for your producer)

Quote call booked in the same conversation

Your producer starts with a complete picture

Relative odds of qualifying a lead, by response time
21×
Seconds
(Emily)
9×
10 min
3×
30 min
2×
1 hour
1×
Next day
Responding within 5 minutes makes a lead ~21× more likely to qualify than at 30 minutes (Lead Response Management study, InsideSales.com).
After hours

6:15 PM. A bundle shopper reaches out.

Your producers went home. Your pipeline keeps filling.

K
Kevin O.
Web form · auto + home quote
6:15 PM
Looking to switch, can you quote auto and home together? Renewal just jumped $600.6:15 PM
Ouch, that jump is exactly what we help with, Kevin. Quick details so we can quote it right: how many vehicles and drivers, and is the home owner-occupied?6:15 PM · replied in 5 seconds
2 cars, 2 drivers, yes we live there6:18 PM
Perfect, bundling those usually saves the most. Our agent can walk you through quotes tomorrow at 10:00 AM or 2:30 PM. Which suits?6:18 PM
10am works6:19 PM
Quote call booked, tomorrow 10:00 AM · auto + home bundle

Household details logged · producer briefed · AMS updated

5-second first response

While the other two agencies queued it for tomorrow

Full household captured

Vehicles, drivers, property (quote-ready)

Producer call booked

A warm, prepped appointment instead of phone tag

AMS / CRM updated

Lead source, details, and appointment all logged

Beyond new leads

She runs the whole front office

Lead capture is the opening act. Emily also supports your existing customers, keeps operations moving, and grows revenue from the clients you already have.

Customer Support

  • Policy & billing questions answered instantly
  • Starts claims & sets expectations 24/7
  • Certificate-of-insurance requests handled

Operations & Fulfillment

  • Payment reminders that prevent lapses
  • Collects documents for underwriting
  • Renewal prep, files ready before the call

Upsells & Repeat Revenue

  • Cross-sells umbrella, life & recreational lines
  • Win-back campaigns for lost accounts
  • Referral requests when claims go well
The process

Custom Launch in 2 Weeks or Less

From first interview to fully live in two weeks or less, no drawn-out onboarding, no waiting months to see her work.

Day 1

Company Interview

We sit down with your team and map every skill & task Emily needs.

Days 2–9

Buildout

Emily is built, trained on your business & wired into your tools.

Days 10–13

Hands-On Training

Final tuning with your team until every answer sounds right.

Day 14

Emily Goes Live

She starts working your leads & customers. Very simple.

What's included

Everything to hire her, nothing hidden

Initial Setup
  • In-depth interview & task mapping with your team
  • Trained on your carriers, lines & appetite
  • Renewal & cross-sell cadences you approve
  • AMS / CRM integration & producer routing
  • Complete Emily build, including her voice, skills & knowledge, trained on your business
  • Calendar & appointment booking configured
  • Salesforce / CRM integration & lead logging
  • Channel setup for iMessage, WhatsApp, SMS, and Email
  • Testing, hands-on training & tuning with your team
  • Launch day support until she's flying solo
Ongoing
  • Emily continuously learns your business as she works
  • Train or update her knowledge anytime, just send a quick text
  • Full monitoring of every action she takes
  • All AI usage included at the volumes below
  • iMessage, SMS & Email sending fees included
  • Hosting & round-the-clock system monitoring
  • 2 hours of support each month for tweaks, updates & new answers
  • Capacity upgrades available anytime
  • Cancel anytime
Built for real volume
~1,000
customer conversations handled per week
250/day
inbound customers at peak periods
Seconds
to first response, every customer, every time
24/7/365
nights, weekends & holidays included

Need more? Double every number above for +$100/mo · Triple them for +$200/mo

The math

Emily vs. a traditional hire

Save ~$215,000 in year one
vs. staffing true 24/7 coverage with 4+ rotating hires (~$236K/yr). Emily includes it.
·
Traditional Hire
Emily
Hours on the job
40 hrs/week
2,080 hrs a year
24/7/365
8,760 hrs a year, 4× the coverage
Manpower
1 person
one conversation at a time
5+ people at once
every customer helped instantly, no hold, no queue
Yearly Cost Per Employee
~$56,000
40 hours a week
~$10K
168 hours a week
True 24/7 coverage
~$236,000/yr
3 shifts a day, but covering all 168 hrs/week takes 4+ rotating staff
Included
nights, weekends & holidays
Cost per hour covered
~$27/hour
while on the clock
~$1/hour
$9.6K/yr ÷ 8,760 hrs around the clock
Sick days & turnover
Inevitable
PTO, rehiring, retraining
Never
she doesn't call in sick
Employee figures based on a $45,000 salary plus ~25% payroll taxes & benefits. Emily year one = $12,000 setup + $800/mo (iMessage, SMS & Email sending fees included); following years exclude setup.
Pricing
$4,000 ×3milestone payments as Emily is built (at signing, mid-build & before launch)
$800/moonce she’s live (cancel anytime)

$12,000 one-time build, split across three milestones. Monthly includes iMessage, SMS & Email sending fees, with no separate delivery bill.

Ready to put Emily to work?

The agency that responds first binds the policy.
+1 717-435-2021
kody@iconicwebhq.com
Know someone who could use Emily?
Refer them to us and get $1,000 in free work when they sign up, or 2 months of Emily free for you ($1,600 value).