Stop Answering
“What’s My Deductible?”
Let your AI Employee handle it — with your actual plan data. SuretyBOT answers client questions 24/7, books calls with their assigned agent, and frees your team to close more deals.
Trusted by 50+ growing agencies
See the Difference: Real-Time Policy Intelligence
Hi Sarah! I pulled up your plan details. You’re on the BlueCross Gold PPO.
Would you like me to schedule a call with your agent Mike to discuss your plan options?
You’re all set for tomorrow at 2:00 PM with Mike. You’ll receive a confirmation email shortly. Is there anything else I can help with?
The Old Way Isn’t Built for Growth
Every growing agency hits the same wall. More clients means more questions, more phone calls, and more time spent away from revenue.
Hiring Is Expensive
Every new CSR costs $45K+ in salary, benefits, and training — and they still take months to learn your book of business.
Repetitive Q&A Drains Your Team
80% of client calls are the same questions: deductibles, copays, network status. Your team deserves better than being a human FAQ.
Phone Calls Burn Revenue
Every minute on a routine call is a minute not spent selling, renewing, or growing. The math doesn’t scale.
You don’t need more people. You need more performance.
The New Way to Scale Your Agency
Three simple steps to deploy your AI-powered employee.
Select & Sync
Browse our carrier library and select the plans your clients use. Upload SPDs and plan documents — SuretyBOT ingests them automatically.
Build & Train
Our AI reads every page, extracts benefits, deductibles, copays, and exclusions, then builds a searchable knowledge base unique to your agency.
Deploy & Automate
Your AI agent goes live — answering client questions, pulling real plan data, and booking meetings with their assigned agent. No code required.
Your Next Top Producer Works 24/7
SuretyBOT doesn’t take breaks, forget details, or need a vacation.
Always On
24/7
Answers client questions at midnight, on weekends, and during open enrollment rush.
Perfect Recall
100%
Every plan detail, every deductible, every exclusion — recalled instantly and accurately.
Rapid Onboarding
7 Days
From signup to live deployment in under a week. No IT department needed.
Increased Commissions
3x
Free your team to focus on sales and renewals instead of answering routine questions.
50+
Agencies Onboarded
250K+
Questions Answered
98%
Accuracy Rate
4.9/5
Customer Rating
Trusted by Growing Agencies
“SuretyBOT transformed how we handle client calls. Our team went from spending 60% of their day on routine questions to focusing entirely on sales and renewals. Best investment we’ve made in years.”
Jennifer M.
Midwest Insurance Group
“We were skeptical about AI, but the setup was incredibly simple. Within a week, SuretyBOT was handling calls better than our most experienced CSR. The ROI was obvious within the first month.”
Robert K.
Heritage Benefits Agency
“The calendar integration alone is worth it. Clients book calls directly with their assigned agent — no back-and-forth emails. Our booking rate tripled in the first quarter.”
Sarah T.
Coastal Insurance Partners
Built by Insurance Tech Veterans
Enterprise-grade security meets insurance industry expertise.
Industry Credentials
Founded by insurance agency owners who understand your daily workflows
AI models trained specifically on insurance plan documents and terminology
Dedicated customer success team with deep insurance industry experience
Continuous updates based on carrier changes and regulatory requirements
Security & Infrastructure
SOC 2 compliant infrastructure with end-to-end encryption
HIPAA-ready architecture for handling protected health information
99.9% uptime SLA with automatic failover and disaster recovery
Regular third-party security audits and penetration testing
SOC 2 compliant infrastructure • HIPAA-ready architecture • Enterprise-grade encryption
Frequently Asked Questions
Everything you need to know about getting started with SuretyBOT.
Ready to Stop Answering
the Same Questions?
Join 50+ agencies that have already transformed their client experience with AI.
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