HelmarOps for Insurance Agencies
Write More Policies. Chase Fewer Renewals.
AI-Powered Software for Independent Insurance Agencies
HelmarOps handles lead follow-up, quote delivery, renewal reminders, and client communication — so your agents spend time selling, not on admin.
Plans from $79/mo. Cancel anytime. No contracts.
The problem
Why insurance agencies are losing money
of insurance leads go to the first agent who responds
of policies lapse due to missed renewal follow-ups
in commissions lost per agency from poor follow-up
per week on quote preparation and follow-ups
Built for insurance agencies
Everything a insurance agency needs in one platform
Stop juggling 6 different apps. HelmarOps gives insurance agencies every tool they need — connected, AI-powered, and simple.
Missed calls are the biggest source of lost revenue for insurance agencies. See how the AI receptionist for Insurance Agencies answers every call, quotes from your pricing, and books jobs 24/7.
AI Receptionist
24/7 AI-powered phone answering. Books appointments, qualifies leads, and looks up customer info mid-call.
CRM
Every customer, job history, and communication in one place. AI tags and segments contacts automatically.
AI Proposals
AI generates professional proposals from job details. Built-in e-signature. Auto-convert to invoice on acceptance.
Email & SMS Marketing
Seasonal campaigns, drip sequences, and AI-generated copy. Segment by service type, location, or spend.
Client Portal
White-labeled portal where customers book online, pay invoices, view job history, and message your team.
Review Management
Automatically request Google reviews after every job. AI routes negative feedback privately before it goes public.
Cash Flow Forecasting
AI-powered weekly cash flow projections based on your pipeline, invoices, and expenses.
Anomaly Detection
AI flags unusual expenses, payment pattern changes, revenue drops, and duplicate invoices automatically.
See it in action
Here's how it works for a insurance agency
A prospect requests an auto insurance quote through your website at 9 PM. HelmarOps AI instantly sends a personalized SMS, books a call for tomorrow morning, and adds them to your CRM with all their info. The next morning, you have a warm lead with full context — ready to quote in minutes, not hours.
Simple pricing
Plans built for insurance agencies
No per-seat fees. No hidden costs. Cancel anytime.
Starter
- Up to 3 team members
- AI Receptionist (60 min)
- CRM (unlimited contacts)
- Invoicing & Estimates
- Scheduling
- SMS + Email (500/mo)
- 1 phone number
Growth
- Everything in Starter
- Up to 10 team members
- 200 AI voice minutes
- Unified Inbox
- Marketing (5,000/mo)
- Review Management
- 3 phone numbers
Pro
- Everything in Growth
- Up to 25 team members
- 500 AI voice minutes
- Client Portal
- AI Proposals & E-sign
- Unlimited phone numbers
- Custom branding
- API access
FAQ
Common questions from insurance agencies
Yes. Import policy expiration dates and HelmarOps automatically triggers renewal sequences — 90, 60, and 30 days before expiration. Agents get notified, and clients receive reminders via SMS and email.
Tag leads by insurance type — auto, home, life, health, commercial. Run separate pipelines and follow-up sequences for each line. Track conversion rates by line of business.
Yes. AI Proposals generates professional quote summaries with coverage details, premium comparisons, and e-signature. Send via email or text with one click.
Yes. Automated review requests after every policy sale and renewal. The referral engine tracks who sends you business and rewards them with your loyalty program.
Yes. The client portal gives policyholders access to their policy documents, payment history, and a direct line to your agency — all white-labeled with your brand.
Free tools for insurance agencies
Try one in 30 seconds
Ready to grow your insurance agencie business?
Answer every call, book more jobs, and get paid faster with HelmarOps. Plans from $79/mo.
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