Give your agency insurance intake that's available 24 hours a day.
AVPIA's Virtual SDR responds to anyone reaching out to your agency, identifies the insurance product of interest, collects the key details needed for a quote, and schedules the call with the right broker — on WhatsApp, email, and your website, any time.
- Responds to prospective clients in real time, on any channel
- Identifies the right insurance product before the first human contact
- Collects the essential quote details automatically
- Updates the agency's CRM automatically
Virtual SDR · Agency
● Responding now
"I need a quote for my car insurance"
WhatsApp · nowVehicle and usage identified
Personal vehicle · personal useCall scheduled with broker Mark T.
Thursday, 3 PM · by phoneEvery insurance product needs a different kind of triage.
The Virtual SDR recognizes the context of each insurance product and runs qualification accordingly — instead of treating every contact the same way.
Auto Insurance
Identifies the vehicle type, the declared use (personal or commercial), and any claims history mentioned before routing to a quote.
Home Insurance
Recognizes the property type (owned or rented) and the coverage of interest before routing to the responsible broker.
Life Insurance
Identifies the coverage goal — family protection, dependents, or debt payoff — and the basic profile of the insured.
Business Insurance
Recognizes the company size, the industry, and the main risks the business is looking to protect against.
Health Insurance
Identifies whether the request is individual, family, or group coverage and the type of plan sought before triage.
Liability Insurance
Recognizes the professional or business activity reported and the type of risk exposure mentioned by the contact.
Fleet & Cargo Insurance
Identifies fleet size, the type of cargo transported, and the company's operating range before qualifying.
Private Pension Plans
Recognizes the time horizon, the accumulation goal, and the contribution profile mentioned by the contact.
From the first message to a scheduled call, with no wait.
The Virtual SDR carries every contact from the first "hello" to a call booked with the right broker — consistently, at any hour.
Message arrives on any channel
WhatsApp, website, or email — the Virtual SDR responds immediately, any hour of the day or night.
Identifies the insurance product and key details
Recognizes which insurance product applies and what information is needed to start the quote.
Asks qualifying questions
Collects coverage needs, current policy status, and urgency level — without closing quotes or binding policies.
Schedules the call with the right broker
Books time directly on the calendar of the broker specialized in the identified insurance product.
Updates the agency's CRM
Logs the contact, the insurance product, and the qualification status automatically, with no manual work from your team.
Follows up with leads who haven't responded
Automatically re-engages leads who haven't completed a quote or picked up the conversation again.
Where your future clients are already looking for a quote.
The Virtual SDR connects to the channels and tools your agency already uses every day.
Website / Landing Page
Calendar / Scheduling
CRM
Forms
Automations
It's not just about answering faster.
It's about qualifying with insurance context.
The difference between traditional intake and the Virtual SDR isn't just speed — it's the ability to understand the context of each insurance product before scheduling the call.
| Capability | Traditional Intake | AVPIA Virtual SDR |
|---|---|---|
| Responds outside business hours | ✕ | ✓ |
| Automatically identifies the right insurance product | ✕ | ✓ |
| Collects the essential details for a quote | ✕ | ✓ |
| Schedules calls without manual back-and-forth | ✕ | ✓ |
| Updates the CRM automatically | ✕ | ✓ |
| Follows up with leads who haven't completed a quote | ✕ | ✓ |
| Routes to the right broker by specialization | ✕ | ✓ |
| Serves multiple channels at the same time | ✕ | ✓ |
Agencies that organized intake without losing the human touch.
"We used to get auto and home quote requests after hours and miss the timing. Now the Virtual SDR already identifies the insurance product and the call is booked before we even get to the office."
Mark T.
Owner · General Insurance Agency"What stood out most was the Virtual SDR already telling apart a business insurance request from a simple auto policy inquiry. That saves our team a lot of qualifying time."
Rachel F.
Broker specialized in Business Insurance"Our brokers stopped asking the same questions over and over. The lead now shows up for the call with the essential quote details already organized."
Diego A.
Owner · Insurance AgencyAnswers for anyone who wants to understand before deciding.
Does the Virtual SDR close policies or give insurance advice?
Does it work with WhatsApp?
Does it integrate with the agency's CRM?
How is client data confidentiality handled during the first contact?
Does it replace an inside sales rep?
Can it be customized per insurance product line?
Does it work in multiple languages?
How does handoff to a human broker work?
How long does setup take?
Organizing intake is just the beginning.
The ecosystem is the next step.
Once the Virtual SDR organizes the intake of new clients, your agency can connect that operation to the rest of the AVPIA ecosystem.
Next Step
Your agency shouldn't lose quotes outside business hours.
The Virtual SDR never sleeps.
Put the Virtual SDR to work responding, qualifying, and scheduling quote calls for your agency 24 hours a day.