ADI is an insurance distribution platform for carriers and their partners. We text each lead in your agent’s voice, from your agent’s own number, learn who they are, and carry them to a quote and a digitally issued policy through your own systems.
The other ninety five get three missed calls and a file marked closed.
Every message follows the templates your compliance team approves.
Looks good. Not until next month though, after my bonus
We bring together what your partner, your CRM and the lead’s own replies tell us, so no one is asked the same thing twice.
We read what the lead means, not just what they typed. “Not until next month” becomes a follow-up on the day they asked for.
We check your product’s own rules and ask for the answers still needed, one at a time, right in the chat.
We time every message to the lead’s day and time zone, and step back when someone needs space.
When a lead wants to talk, or a question needs a licensed agent, your agent gets the whole conversation in hand.
We compare the leads we bring with your own, stage by stage, from first reply to issued policy.
Every closed-out lead comes to us instead of going quiet. We text them in your agent’s voice, from your agent’s own number. Real blue bubbles, hosted through your agent’s own Apple ID. No robotic scripts, just a short, warm conversation that learns who each lead is and carries them to a quote and an issued policy.
We rank every lead by how ready they are to buy, so your agents spend their time on the ones who are. We read the tone of every reply, so we know who is worried about price and who is just busy. And we walk your agent into every call with the whole conversation in hand.
With digital issuance, we send your secure application right in the thread. The lead applies on the spot, and the policy is issued in minutes, no call needed. Leads who want to talk get a short call with a licensed agent instead.
Every lead gets a talk track: the goal, and the questions we still need answered. We fill in what we already know from your texts, your calls and your notes, and show exactly where each answer came from. Then we ask the next right question, one at a time, never twice, and build rapport before we ever ask for the sale.
When they say text me Tuesday at 3, we text them Tuesday at 3. When they go quiet, we check in on a rhythm that fits them, never too much, and every check-in mentions one true thing: the new baby, the move, the renewal. So when they’re ready, months from now, your agent is the one they text back.
Choose a person to see how timing, tone and the next question change. All three are fictional examples.
Still want to sort out coverage for the family? Two quick questions and you’ll have a real number.
Yes sorry, work has been crazy. Is it expensive?
Let’s find out. We already have the household details, so just two: your date of birth, and do you use tobacco?
Quote returned by the carrier’s quote API
One shared memory follows each person across every channel, so nobody has to start over.
Step through the eight stages a person moves through with ADI, from first hearing about a benefit to the policy record they keep.
Provider integrations are subject to authorization and implementation. This demo does not request quotes, collect payments, or issue coverage.
A consumer joins a wellness program. The experience creates an opportunity to introduce a relevant protection benefit.
Explain the benefit, its terms, and the next step. Consumers choose whether to explore relevant protection.
Gather relevant information and appropriate authorizations before engagement. Sensitive information requires specific safeguards.
Educate and qualify new consumers, or re-engage existing leads with appropriate permission.
Pass authorized information into a supported provider quote API. Reduce repeated data entry and connect consumers to available options.
Connect digital applications, disclosures, signatures, and supported eligibility services. Route complex cases to qualified people.
Authorized provider systems handle payment, binding, and issuance. ADI does not independently issue insurance.
Provide digital policy information where supported, helpful follow-up, and relevant opportunities to continue the relationship.
Each starts with a moment people already go through: a dental visit, a new membership, a car purchase, a race sign-up or a wellness program.
A patient learns about a relevant protection or warranty benefit after a service. With appropriate authorization, that moment can open a conversation about life, accident, or supplemental insurance.
A membership or class creates a relevant moment to introduce a protection benefit. Permissioned engagement helps identify interests and prepares the next step toward a supported provider.
A vehicle purchase or financing experience can introduce relevant insurance protection. Authorized consumer context supports qualification and a connected quote or application journey.
Registration or participation can become a protection experience. Consumers who choose to engage can discover relevant options and move toward a connected provider workflow.
A wellness or longevity program creates a natural opportunity for protection education. Contextual conversations help consumers explore relevant interests on their own terms.
Tell us about your customers and the moments where protection fits.
Offer the benefit at checkout, sign-up or after a visit, with consent recorded for every customer.
The carrier handles the quote, underwriting and policy. You earn under your program’s terms.
5,000 customers a month across 1 location at an example $1.00 each.
Talk about a programIllustrative example only. Not an offer, a quote or ADI pricing. Real terms depend on the program, the carrier and applicable requirements. Locations in a range are counted at a midpoint (2–5 as 3, 6–10 as 8, 11–25 as 18, 25+ as 30).
Six rules every program runs under, from the first text to the last.
Contacts, notes and everything learned stay in that program’s own account. Only its team can see them, and no other customer ever does.
Only leads with recorded consent are texted. Every yes is saved with the date and the words agreed to.
Stop requests are honored instantly, and quiet hours follow each lead’s local time.
Contacts and conversations are never sold, rented or shared with anyone else.
Each detail shows where it came from, and can be corrected or deleted.
Quotes, underwriting and policies come from your own systems. We never give product advice, and a licensed agent steps in whenever a lead wants one.
Every conversation runs inside the rules your compliance team already works to. We only text consumers who asked to hear from you, and we record that consent for each one: when and where they gave it, the exact wording they agreed to, and every opt-out after.
Texting follows the TCPA, with prior express written consent for marketing messages, quiet hours in the consumer’s own time zone, do-not-call checks before the first text, and STOP honored right away. Requests under the CCPA and other state privacy laws to see, correct or delete personal data are honored.
Only the message templates your team approves are sent. Health answers stay inside your secure application, and every quote and decision comes from your own systems. Each carrier’s data is kept separate and encrypted, with a full audit trail your team can review.
Conversations, names and details are illustrative. We are not an insurance carrier, broker or agent. Carrier integrations are subject to authorization and implementation.
Not just booked calls. We move each lead to a captured quote and digital issuance through your own quote and policy tools.
Send us leads from one team, closed out or brand new.
We connect to your quote and issuance tools, and your compliance team signs off.
We measure quotes captured and policies issued against what you see today.
ADI is an insurance distribution platform for carriers and their partners. It texts each lead in the agent’s voice, from the agent’s own number, learns who they are, and carries them to a quote and a digitally issued policy through the carrier’s own systems.
No. ADI is a technology platform. Quotes, underwriting and policies come from the carrier’s own systems, and a licensed agent steps in whenever someone wants one.
Yes. Abandoned quotes and closed-out leads with recorded consent get a text from a number they know, and the ready ones move to the carrier’s quote and issuance tools, with every step synced back to the CRM.
Through embedded partners. A customer buying from a partner in healthcare and dental, fitness, automotive, events or wellness opts in, and one conversation starts right there.
Only leads with recorded consent are texted, stop requests are honored instantly, quiet hours follow each lead’s local time, and the carrier’s compliance team approves the messages before a single lead is texted.
With a small pilot: send a batch of leads from one team, connect ADI to your quote and issuance tools and sign off, then measure quotes captured and policies issued against what you see today.
Start with a small pilot and see quotes and issued policies against what you see today. Call our sales team at (301) 787-0430.
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