For insurance agencies
Your agency, clients always cared for
Take consultation requests online, build policyholder loyalty and manage reviews and social from one place. More useful appointments, less time on the phone.
The everyday problems
The most common headaches of running a business like yours — and how Puntify solves them.
Clients drop by the agency without an appointment and pile up while I am handling another case.
With Puntify: With online bookings clients schedule their consultation and you organize your day better.
I get constant questions about deadlines, coverage and documents even outside office hours.
With Puntify: The Nemi AI assistant answers client questions on chat and Telegram 24/7, even when the agency is closed.
Clients renew their policy and then disappear until the next deadline.
With Puntify: The points loyalty program keeps the relationship alive and rewards clients who stay with your agency.
Puntify
The Puntify services that matter in this industry
Online appointments
Clients book consultations and renewals from your website around the clock, organising advisors' calendars with no overlaps.
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Loyalty programme
Reward clients who renew and refer new ones with a digital points programme, with no paper cards to manage.
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Nemi AI assistant
Nemi answers clients via chat and Telegram 24/7 about policies, deadlines and hours, easing the workload at the agency.
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Reviews and social
Collect reviews from satisfied clients and manage your online and social presence from the platform.
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Queue Management
Ticket from a kiosk or smartphone and a turn monitor: no lines, a calmer wait and more efficient staff.
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Why insurance agencies choose Puntify
Appointments, loyalty, AI assistant and online reputation in one platform, with a single subscription. Clients better cared for and more time for advice that matters.
Never miss a call, even at your busiest
When you're swamped or the phone rings while you're serving a customer, Nemi — the AI phone assistant — answers for you (or for the cashier, the receptionist, whoever's at the counter). It handles the call entirely on its own, gives information and takes the booking, 24/7. You stop losing customers and your staff stays focused on the person in front of them.
- Answers when you can't: peak hours, after hours, hands full
- Handles the call and the booking fully autonomously
- No audio recordings: privacy guaranteed
Case study
How much Nemi saves your insurance agency
Estimates based on deliberately conservative assumptions: every figure is verifiable. That's why an insurance agency recovers over 35.000€ per year.
over 35.000€
Net earnings in one year
≈ 16×Return on investmentThe math, fully transparent
- Estimated annual savingsThe sum of 30.200€/year from calls recovered by Nemi and 7.200€/year from the loyalty programme: the breakdown is in the two cards below.
- ~€37,400
- Puntify cost (platform + Nemi Voce pay-as-you-go + rewards)
- −€2,390
- Net earnings in one year
- over 35.000€
1 · Calls recovered
Missed calls become acquired customers
A quote or a request you can't call back is a lost customer. Nemi Voce always answers, qualifies the request and schedules the appointment, even after hours.
- 36missed calls/month
- 35%become customers
- 13new customers/month
- 200€average value
You pay for Nemi Voce only as you go, on the actual minutes of conversation: no fixed fee.
2 · Loyal customers
Customers come back and recommend you
With the loyalty program, customers come back for new jobs and bring you new contacts: steadier relationships and more recurring revenue.
- loyalty active
- +10%average spend
- more repeat visits
Conservative assumption: 40% enrolled, 60% active, +10% spend.
Conservative assumptions: 250 working days/year · 14 calls/day of 3 minutes · ~30% missed while assisting a client · 5 «policy expiring» notices a day to send. Numbers deliberately on the low side: with a busier agency the savings grow.
And beyond the numbers, all the benefits
- Answer 24/7, even in the evening and on weekends
- No more interrupting paperwork at the desk for the phone
- No customer lost to a busy line or unanswered rings
- Quote requests and follow-ups collected automatically
- Automatic «policy expiring» or «document ready» notification
- Filters spam and sales calls
- Professional image: you always answer, right away
- Privacy-first: zero audio recordings
How much would all this cost from separate vendors?
Do the math: one software for bookings, one for orders, one for loyalty, the digital menu and an assistant that answers your customers. Usually that means several subscriptions, several vendors and costs that add up every month. With Puntify you get everything in one platform, with a single subscription.
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Ready to digitalize your business?
Activate Puntify and manage bookings, orders and loyalty from a single platform.
No activation fee • Cancel anytime