Insurance
AI automation and custom software for insurers and agencies
Insurers and agencies are drowning in manual quoting, claims data entry, and fragmented CRM workflows. We build AI-powered automation and custom tools that cut processing time so your team can focus on clients instead of spreadsheets.
Nub Labs builds custom AI voice agents and automation for insurance agencies, brokers and carriers, working on Vapi, Retell AI and Twilio. The agents handle first-notice-of-loss (FNOL) intake, quote follow-up, renewal reminders and inbound lead qualification, integrated with the agency management system and CRM already in place. Platform choice is driven by compliance, latency and data-residency requirements.
The problem
Where insurance businesses get stuck
- Manual data entry for quotes, policies, and claims
- Lead qualification takes too long - competitors call first
- Fragmented systems that don't talk to each other
- High call volume with repetitive FAQ questions
- CRM that doesn't match the insurance sales workflow
Our solutions
What we build for insurance companies
- AI voice agents for inbound lead qualification
- AI-powered document extraction for claims and policy forms
- Custom CRM built around the insurance sales pipeline
- Quote generation and policy management tools
- Lead scoring and routing automation
FAQ
Common questions
Can an AI voice agent handle insurance lead qualification calls?
Yes. AI voice agents are well-suited for structured qualification flows: collecting coverage type, location, vehicle or property details, current insurer, and budget. The agent qualifies and scores the lead in real time, then either books a callback with an agent or routes to a live rep for high-value opportunities.
Can you extract data from insurance documents automatically?
Yes. We build document extraction pipelines that process policy forms, claims documents, and quotes using LLMs. Structured, consistent forms extract most reliably. Every extraction carries a confidence score, and low-confidence fields are routed to a human review queue rather than written straight through.
How does a custom insurance CRM differ from HubSpot?
HubSpot is built for general B2B sales. Insurance workflows - multi-carrier quoting, policy renewal tracking, claims status, commission management - require a data model HubSpot cannot express without heavy customisation. A purpose-built system is worth considering when that customisation starts costing more than it saves.
How long does it take to deploy an AI voice agent for insurance lead qualification?
A focused AI voice agent for insurance lead qualification typically takes 4-6 weeks from scoping to live deployment. This covers script design, integration with your CRM or lead management system, compliance review of call flows, and a QA phase with sample calls before going live.
Can an AI system handle insurance data without violating privacy regulations?
Yes. We build with data minimisation and access control as defaults - agents only collect what is required for the use case, data is encrypted in transit and at rest, and audit logs are maintained. We design flows to avoid storing sensitive PII beyond what is operationally necessary, and can align with DPDP Act (India) or GDPR requirements depending on your jurisdiction.
Relevant services
Ready to talk?
Book a free 30-minute call and let's see how we can help your insurance business.
Hire Us