AI Emails

The initial outreach email is crafted based on the lead's information. It introduces your agent by name, mentions specific details about their vehicle or coverage needs, and includes your direct phone number. The goal is to feel like a personal message from a real agent, not a mass email.

When a lead replies with a question, the AI reads the entire conversation thread before generating a response. This ensures follow-ups are contextual and address the specific questions the lead asked. The AI will not repeat information already covered in previous messages.

The AI adapts its writing style to match your configured brand tone:

• Professional & Friendly — Warm but business-appropriate. The default for most agencies.
• Casual — Relaxed and conversational. Good for agencies targeting younger demographics.
• Formal — Corporate and polished. Suitable for high-value or commercial leads.
• Empathetic — Understanding and supportive. Works well for leads who may be dealing with claims or coverage gaps.

• Name — First and last name for the greeting.
• Email — Delivery address.
• Phone — Referenced if lead asks for a call.
• Address — City and state for regional context.

• Vehicle — Year, make, and model are mentioned when relevant to coverage discussion.
• Coverage Type — Full coverage vs. liability, etc. Used to tailor the value proposition.
• Annual Mileage — Referenced for rate context when available.

• Age & Credit Rating — Used to frame relevant savings opportunities.
• Current Carrier — Helps the AI position a competitive alternative.
• Policy Expiration — If the policy is expiring soon, the AI highlights urgency in the messaging.

Every outbound email includes:

• Agent Name — Your configured agent name from Brand Settings.
• Agent Phone — Your direct phone number, always included for easy contact.
• Email Signature — Your custom signature, appended to every email.