What is AI for Insurance?
Proven ROI brings AI into agencies, brokers, MGAs, and carriers. We deploy AI that captures more inbound shoppers, accelerates quoting and binding, and keeps renewals on the rails while staying inside state DOI, NAIC, and TCPA boundaries. Proven ROI is a top 10 rated digital marketing agency headquartered in Austin, Texas, serving 500 plus organizations across all 50 US states with a 97 percent client retention rate and $345M plus in influenced revenue.
AI by Industry
AI That Quotes, Binds, and Renews Without the Friction
Proven ROI brings AI into agencies, brokers, MGAs, and carriers. We deploy AI that captures more inbound shoppers, accelerates quoting and binding, and keeps renewals on the rails while staying inside state DOI, NAIC, and TCPA boundaries.
How we help
A real partnership, built around your business
Every engagement starts the same way, with us listening. Before we recommend a single tool, workflow, or campaign, we want to understand your team, your customers, your systems, and the outcomes that matter most to you.
From there, we design an approach built specifically for where you are today. No cookie cutter playbooks. No upsells disguised as strategy. Just honest recommendations, transparent scoping, and steady execution alongside your team.
We measure our work by how much it moves your business, not how much of it we bill for.
Sound familiar?
The patterns we see every day
Most teams we talk to are running into the same handful of problems. If any of these sound like your situation, you’re in good company, and it’s something we help teams work through every day.
- Inbound shoppers comparing quotes across multiple agencies
- Quoting and binding still requiring manual data entry
- AI tools that ignore AMS, rater, and carrier data
- Renewal workflows that lose customers to competitors at the wire
- Compliance teams blocking AI rollouts over disclosure and TCPA risk
How we work
What working with us actually looks like
Every engagement is different, but the rhythm is the same. Here’s how we move from first conversation to measurable outcomes, with your team in the loop the whole way.
Compliance Aware AI
AI deployments aligned with state DOI, NAIC model rules, TCPA, and producer licensing with prompt logging, disclosure logic, and audit trails.
Quote and Bind Acceleration
AI assistants that pre fill applications, summarize coverage, and surface the right carrier, all wired into your AMS and rater for faster, cleaner quotes.
AMS and Rater Connected AI
AI workflows integrated with Applied Epic, AMS360, HawkSoft, EZLynx, PL Rater, Tarmika, and most carrier portals.
Renewal and Cross Sell Intelligence
AI driven renewal scoring, account rounding, and cross sell suggestions tied to live policy, claims, and customer data.
24/7 Service AI
AI chat and voice that handle ID card requests, policy questions, certificates, and FNOL intake across web, phone, and self service portals.
What you can expect
Clear communication. Steady progress. No surprises.
A dedicated point of contact
You’ll know exactly who is on your account and how to reach them.
Honest reporting, plain language
Regular check-ins that show what’s working, what isn’t, and why.
A plan that fits your team
We adapt to your tools, your timelines, and the people doing the work.
FAQ
Frequently asked questions
Yes. We integrate with Applied Epic, AMS360, HawkSoft, EZLynx, PL Rater, Tarmika, Indio, Bold Penguin, and most carrier portals.
Every AI workflow includes prompt logging, disclosure language, opt in capture, and producer licensing checks. We design deployments aligned to TCPA, state DOI, and NAIC model rules.
In most cases AI handles the data heavy work (intake, pre fill, comparison) and a licensed producer reviews and binds. For straight through products we deploy bind workflows with explicit consent, disclosure, and producer oversight.
No. AI handles the speed and consistency layer while your producers focus on the conversations that close, retain, and round accounts. Most agencies see higher producer capacity, not headcount cuts.
We track quote to bind conversion, bound premium per producer, renewal retention, account rounding rate, and service cost per policy. Reporting ties AI investment to agency P&L.
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