Quotes that went quiet
Follow up at the agreed time, find out whether the need still exists and return a worthwhile opportunity to the right person.
AITRA for Insurance
How much business is sitting in quotes nobody followed up?
AITRA helps insurance brokers, agencies and MGAs respond to enquiries, follow up quotations and keep worthwhile customer conversations moving.
The opportunity
The next sale may already be in your business.
Someone asked for a quote but did not buy. A renewal is approaching. An application was never finished. A former client may need cover again.
Some of those people have moved on. Others may still welcome a useful conversation. The problem is knowing who to contact, what to say and what should happen next.
Where AITRA can help
New enquiries
Reply while the enquiry still matters, gather the useful details and help the customer reach the next sensible step.
Renewals and lapses
Make timely contact, ask what has changed and make sure an important conversation is not missed.
Customers you already know
Recognise suitable reasons to speak again—whether that is an unfinished application, changed circumstances or another relevant need.
Missed and overflow calls
Add controlled calling capacity when the team is busy, after hours or following up a campaign—then record the outcome and bring in the right person.
What AITRA does
It does more than send another reminder.
AITRA keeps the useful history, works with information and wording you have approved, and asks one clear question at a time.
It can complete the agreed follow-up, arrange the next step or bring in the right person with the important details already prepared.
Regulated advice and decisions stay with the appropriately authorised people. AITRA helps make sure they enter the conversation at the right time.
A practical first project
Begin with one part of the book.
There is no need to begin with every customer, product or office.
- 01
Find one clear problem
For example, quotations that received no decision or enquiries that waited too long.
- 02
Prepare a private example
Together, we agree who is suitable to contact, what AITRA may say and when a person should take over.
- 03
Run a small, measured pilot
We work with a bounded group and count useful replies, reopened opportunities, completed follow-ups and commercial outcomes.
Insurance experience
Built with experience of how insurance business is actually won and retained.
AITRA Technologies founder David Abingdon has more than 35 years of commercial experience. His work has included building insurance products, sales organisations and distribution businesses, and working with brokers, insurers, MGAs and participants in the London market.
AITRA turns that commercial experience into practical infrastructure: see where an opportunity is being lost, improve the right part of the journey and measure what changes.
About AITRA Technologies →Start with one real problem
Where do quotes, enquiries or renewals tend to go quiet?
Show us one example. We will prepare a private demonstration around the way your business works.
Discuss an insurance opportunity