For Insurance Agencies & Mortgage Brokers

Stop Losing Quotes
to Slow Follow-Up

A prospect requests a quote from 3–4 agencies. First response wins. Rate shoppers submit to 5+ lenders — the broker who calls back in 30 seconds closes the deal. Rook responds to every inbound lead instantly, 24/7.

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80% of consumers go with the first agency that responds 📉 5-min response time = 21x more likely to qualify the lead 🕐 Average agency response time: 47 hours 🤖 Rook responds in under 30 seconds — always 📋 Quote shoppers contact 3–5 agencies — first response wins 80% of consumers go with the first agency that responds 📉 5-min response time = 21x more likely to qualify the lead 🕐 Average agency response time: 47 hours 🤖 Rook responds in under 30 seconds — always 📋 Quote shoppers contact 3–5 agencies — first response wins

You're Losing Leads While You Sleep

The insurance and mortgage industries run on speed to lead. Here's how slow response is costing you closed deals every day.

📋
Insurance agencies
Quote Shoppers Don't Wait

A prospect requests a quote from 3–4 agencies simultaneously. They're not loyal — they're optimizing. Whichever agency responds first earns the conversation. The rest get silence.

🏦
Mortgage brokers
Rate Shoppers Submit to 5+ Lenders

Borrowers compare rates across multiple lenders before committing. The broker who calls back in 30 seconds builds rapport instantly. The ones who call back Tuesday lose the deal to Friday's close.

🌙
After-hours leads
40% of Leads Come In After Hours

People research insurance and mortgages after work — evenings and weekends. Without automated follow-up, those leads sit cold until Monday morning. By then, they've already signed elsewhere.

Speed Wins Every Time

These aren't opinions. They're the numbers that determine who closes and who loses.

80%
of consumers go with the first agency or broker to respond
Insurance industry research
21×
more likely to qualify a lead if you respond within 5 minutes
Harvard Business Review
47h
average time insurance agencies take to respond to a quote request
Industry benchmark
<30s
Rook's average response time to every inbound inquiry
Rook platform data

Two Realities. One Choice.

What your lead pipeline looks like today vs. with Rook handling every inbound.

Without Rook
  • Prospect submits quote request at 9pm. Your team sees it Tuesday morning.
  • Lead goes to voicemail. No follow-up until the next business day.
  • Prospect already signed with a competitor who called back in an hour.
  • No qualification — team wastes time on low-intent leads.
  • Weekends and holidays = zero coverage = dead pipeline.
With Rook
  • Prospect submits at 9pm. Rook responds in 28 seconds with a personalized reply.
  • AI qualifies coverage type, budget, and timeline before your team touches the lead.
  • Meeting automatically booked. Your agent walks in with context already captured.
  • Only high-intent, qualified leads reach your producers. No wasted calls.
  • 24/7 coverage — evenings, weekends, holidays. Every lead gets a first response.
How it works

Set Up in Under 10 Minutes

No technical setup. No long onboarding. You're live before your next lead comes in.

01
Connect Your Inbox

Forward your inquiry email to Rook, or connect your contact form. Takes 3 minutes.

02
Set Your Voice

Tell Rook what you sell, your tone, and what makes your agency different. It writes like you.

03
Go Live

Every inbound quote request gets an instant, personalized response — qualified and ready for your team.

04
Review & Close

Your dashboard shows every conversation. Approve AI-drafted responses or let them send automatically.

Start Free. Close More.

No contracts. No setup fees. Respond to your first lead in under 10 minutes. Insurance agencies and mortgage brokers use Rook to win on speed.

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Takes under 10 minutes to set up. Cancel anytime.