Features & Quick Stats
Key Features
-
AI search and answer visibility, so the agency is found when prospects ask ChatGPT, Perplexity or Google
-
Prospect discovery and enrichment from public data, with personalised multi-tier outreach
-
Content production and publishing, written and reviewed before it goes live - New client onboarding campaigns
-
Cross-sell and account-growth campaigns across the existing book
-
Human review on every output, and agency approval on anything client-facing
-
Works alongside the agency management system already in place rather than replacing it
Core Business
AI-native marketing for independent insurance agencies. AI agents run the work end to end, from AI search and answer visibility through new business acquisition, onboarding and cross-sell. Trained human experts direct the agents and review every output, and the agency approves anything client-facing before it goes out.
How ProElevate Helps Independent Agents & Brokers
A typical independent agency has two or three people covering marketing alongside servicing and sales, so marketing is the first thing that slips. ProElevate supplies the function rather than a tool.
Our agents research the local market, identify prospects likely to need cover now, write and publish content, and run outreach, onboarding and cross-sell campaigns. A trained marketing operator directs the agents and reviews every output for accuracy and tone. Nothing client-facing goes out until the agency approves it.
In practice the principal spends minutes approving work rather than hours producing it, and the agency gets consistent marketing output without hiring a marketing team.
AI Capabilities
AI agents carry out the marketing work: researching the local market, identifying and enriching prospects, drafting content and campaigns, and reporting on results. We use Anthropic’s models, orchestrated as task-specific agents rather than a single chatbot.
Every output is reviewed by a trained marketing operator before it goes anywhere, and the agency approves anything client-facing before it is published or sent. AI is not used to make coverage, underwriting or eligibility decisions, and it does not communicate with clients unsupervised.
Certifications & Awards
Important company certifications: Security compliant, AWS partner and Google Ads Partner
Subscriber Deals
25% off the first year.