Agents Work Without Visibility
Managers struggle to know who is following up and who is losing opportunities.
NewBuilt for insurance agencies and sales teams
Close More Policies. Increase Renewals. Grow Your Insurance Business.
Capture every lead, automate follow-ups, track renewals, and empower your agents to convert more prospects into policyholders with Xcent's AI-powered insurance CRM.
Integrations
One platform.Every channel connected.
Bring WhatsApp, social, calendars, and commerce into one operating system built to move leads from first touch to closed revenue.
Fewer tabs. Cleaner handoffs. Better visibility across the whole sales motion.
10+ Integrations & Growing
Pain Points
Every Missed Follow-UpIs A Lost Policy Sale
Leads Go Cold
Prospects request quotations from multiple agents and often buy from the first one who responds.
Renewals Are Forgotten
Existing customers leave because renewal reminders are not sent on time.
Customer Information Is Scattered
WhatsApp messages, spreadsheets, and notes make it difficult to manage clients effectively.
Growth Becomes Difficult
As the agency grows, manual processes become harder to manage.
Why Xcent.ai
Built To Help InsuranceTeams Sell More Policies
Automate lead capture, quotation follow-ups, policy tracking, and renewal reminders with smart AI agents built for insurance teams.
Launch faster with agent playbooks designed to qualify, route, and convert across every revenue channel.
Qualify Insurance Leads Faster
Capture coverage needs, budget, policy type, and urgency before agents follow up.
Manage Every Client Record
Keep enquiries, quotations, policy details, and renewal notes organized in one CRM.
Track Agent & Policy Performance
Monitor follow-ups, quotation activity, policy conversion, and retention trends.
Automate Quote Follow-Ups
Route prospects, remind agents, and keep each quotation moving toward purchase.
One Inbox For Insurance Sales
Manage WhatsApp, email, referral, and campaign enquiries from one connected workspace.
Agentic AI
Xcent Insurance AI doesn't just reply...it follows up, qualifies, and renews.
Give insurance teams an AI assistant that captures enquiries, asks the right questions, reminds agents, and keeps policy renewals moving.
Traditional Chatbots
Pre-programmed & Brittle
Easily break when conversation shift or encounter edge cases beyond their training.
Robotic & Unnatural
Template-based responses that lack empathy, context, and the nuance of human conversations.
Reply-Only Functionality
Cannot act, decide, or complete complex business tasks. Only provide information.
Xcent AI Agents
Goal Oriented & Adaptive
Reason through complexity, edge cases, and open-ended conversations with contextual understanding.
Natural & Humanlike Dialogue
Engage with small talk, empathy, and contextual awareness that feels genuinely human.
Action Taking Operators
Close sales, recommend & upsell, process payments, book appointments, resolve issues, and follow up.
Xcent Insurance AI
Online • Insurance Sales Assistant
How it works
Your insurance sales process, automated.
Capture every enquiry, route it to the right agent, trigger quotation follow-ups, and keep renewals visible from one calm operating layer.
Instant Enquiry Capture
Smart Quote Follow-Ups
Renewal Automation
Built for insurance leads, policies, and renewals
Workflow
From Lead ToLong-Term Customer
01
Lead Enquiry
02
Auto Captured
03
Assigned to Agent
04
Follow Up & Consultation
05
Quotation Sent
06
Policy Purchased
07
Renewal Reminder Triggered
08
Customer Retained
Referral Program
Refer Clients.Earn 10%Recurring Commission.
Know an agent or agency that could benefit from Xcent.ai? Invite them to join and earn 10% recurring commission when they subscribe.
It's free to join and takes only a minute
01
Invite a Client
Share your unique referral link with agents or agencies
02
They Join Xcent.ai
They sign up, choose a plan, and start using Xcent.ai
03
You Earn 10% Commission
Receive recurring commission for every successful subscription
Let's Begin
Ready To Sell More Policies
And Retain More Customers?
Turn scattered insurance conversations into a consistent sales and renewal process your team can manage with confidence.
Let's Begin
Ready To Sell More Policies
And Retain More Customers?
Turn scattered insurance conversations into a consistent sales and renewal process your team can manage with confidence.
FAQ
Questions? Answers.
Find answers to commonly asked questions about Xcent AI, covering features, pricing, integrations and more.
Most users are up and running within 15 minutes. Connect your WhatsApp, set up your AI agent with our templates, and start capturing leads. The AI learns from your uploaded docs, FAQs, and product info immediately.
That is up to you. Our AI sounds natural and learns your brand voice. Some businesses are transparent with a brief intro. Others prefer seamless handoffs where AI qualifies leads before humans take over.
Upload PDFs, Word docs, or text files with your FAQs and product info. Paste website URLs for automatic extraction. Add Q&A pairs for specific scenarios. Changes reflect in responses within minutes.
We support WhatsApp Business API for high-volume businesses needing verified badges, and WAHA for using existing WhatsApp numbers without Meta verification. Both support media, templates, and broadcasts.
Yes. Connect Google Calendar and the AI checks availability, suggests times, and books meetings directly. It handles timezone conversions and sends confirmation messages automatically.
All data is encrypted at rest and in transit. Our multi-tenant architecture ensures complete data isolation between organizations. You can export or delete your data anytime.
Yes. Invite unlimited team members with role-based permissions. Assign leads to specific agents, set up round-robin distribution, or let AI route based on expertise.
Yes! Our free plan gives you full access to core features including CRM, AI Agent (500 replies lifetime), WhatsApp integration, Facebook leads, broadcast, automation, and analytics. No credit card required. Upgrade anytime for higher quotas and advanced integrations.
Yes. You can cancel at any time according to the terms of service.