SA insurance lead-to-bind conversion sits typically below where it could be. Quote requests come in, get an initial response, then go cold. The broker meant to chase, didn't, the lead bought from a competitor. AI-driven nurture — done within FAIS constraints — recovers significant pipeline that would otherwise lapse.
What we automate
Speed-to-quote
Quote request received → first acknowledgement within minutes → broker assigned → quote prep started.
Quote follow-up cadence
Day 0, 2, 5, 9, 14 multi-channel touches. Stops on engagement or explicit decline.
Renewal outreach
30/60/90-day renewal campaigns triggered automatically with broker review on high-value policies.
FAIS-aware tone
Comms scripted for FAIS compliance — no advice in automated messages, full disclosure where required.
Record-of-advice capture
Conversations tagged and structured for record-of-advice file requirements where relevant.
BMS integration
Cardinal, Tial, Insure-IT, Plug n Pay, custom systems. Lead and policy status flows back to source.
What it costs
Implementation. R20,000-R55,000 depending on BMS and integration depth.
How to start
30-min call. Email info@faautosolutions.com or use the contact form.