People buy insurance when life changes: a new home, a baby, a new car, a new business. Persona keeps your card on their phone, answers their first questions with AI, and books the review the moment they’re ready.
One card. One AI assistant. Every renewal and referral in one place.
Insurance is sold on trust and timing. Persona is there at every moment that matters, from the first review to the claim, the renewal and the referral.
At the end of a review, your client taps your card and saves it to their phone in one go: your photo, your licences, the lines you write and a Book a review button.
When a neighbour asks “who do you use?”, the answer is a link, not a card lost in a drawer.
After each meeting, AI meeting notes write the summary, next steps and a follow-up email, saved on the contact.
Add a follow-up date for the renewal, the new driver in the family or the baby due in spring, and Persona reminds you.
“Do we need more coverage now that we bought a house?” Prospects wonder at night. Your AI assistant explains in plain words what kinds of coverage exist and what to bring to a review.
Then it books a call on your calendar. It never quotes a price or recommends a policy. You wake up to a booked review with the question already written down.
Try Michael’s assistant
Share your card by QR or tap. Event mode tags every lead with the event, so your follow-up says “Great meeting you at the Spring Home Show.”
No more typing in business cards on Monday morning.
Meet Michael Anderson’s assistant. It answers common questions from the information Michael has approved, and books a policy review. Tap a question, or type your own.
Preview with sample answers. On a real card, the assistant uses only the information you approve and never quotes prices or recommends a policy.
Preview with sample answers. Every chat is saved in Michael’s portal.
Your licences, the lines you write and your languages, in one place.
Clients and prospects book a review straight from your card.
Turn meetings into notes and follow-up drafts, with your client’s consent.
Receive contact requests and keep every potential client organized in your portal.
After a claim goes well, clients send your card to friends in two taps.
Every agent and producer gets a card in your agency’s brand.
When a client passes your card to a friend, that friend can ask for a review in under a minute. You see who they are, what they need covered and who referred them.
Demo only: nothing is sent or saved.
Contact requestName, email, phone and a note.
Voice messageUp to a minute, with a written copy.
AI chatEvery chat is saved with the contact.With your client’s consent, Persona turns a meeting into a summary, next steps and a follow-up email for you to review. You check every word before anything is sent.
Michael, reviewing Linda and Robert Park’s policiesPolicy review · on Michael’s phonePress play to run a sample policy review. The words appear as they’re said.
Only the words are saved, never the audio.
Linda and Robert closed on a new house last month and are expecting a baby in April. They want their home and auto policies updated and asked about life insurance. Robert does landscaping on the side and asked whether that is covered. Review only: no recommendations were made.
Hi Linda and Robert,
Thank you for having me today, and congratulations again on the house and the baby. As promised, I’ll send a short list of what to bring, and at our next meeting we’ll go over your home and auto coverage, life insurance and Robert’s landscaping work.
You can pick a time two weeks from now here: harbourviewinsurance.com/book
Best regards,
Michael
Whether you’re an independent agent or run an agency with several offices, Persona keeps every card consistent. The agency sets the brand once, and every agent gets their own card, AI assistant and contacts.
Michael AndersonSenior Insurance Agent
Elena RuizLife and Health Agent
Arjun ShahCommercial Lines Agent
Owen LeeAgency ManagerSwipe to see each agent’s card →
Tap a number above to change the chart.
Sample dashboard with made-up numbers, to show what an agency sees. Your own admin shows the real figures for each agent.
Life changes fast for your clients. Be the one they call first.
Every plan starts with a 7-day free trial. Pay yearly and get 2 months free.
For an independent agent.
For an agency team or a small office.
For growing agencies.
More than 50 agents, several offices.
Prices in USD. Persona installs on your WordPress website.
No. It answers general questions about you and the coverage you offer from information you approve. Anyone asking for a price, a quote or which policy to pick is offered a review with you. Persona does not quote, bind or give insurance advice.
Yes. It uses your website, your bio and the questions and answers you write. You can change those at any time, and every chat is saved in your portal so you can review it.
Yes, where your regulator and agency allow it. You choose what appears on your card, so you can leave testimonials off completely.
You start a recording only after your client agrees. The words are turned into text, and Persona writes a summary, next steps and a follow-up email for you to review. Only the words are kept, never the audio, and you can delete notes at any time.
Cards, contacts, chats and notes are stored on your own WordPress site. To answer a question, the text of an AI chat passes through our AI service.
Yes, via Zapier and Make. New contacts, review requests, AI chats and meeting notes can be sent to the CRM you already use.
No tool can do that on its own. Persona gives you control over your card’s content, the assistant’s answers, testimonials and consent for notes. You stay responsible for following your agency’s, carriers’ and regulator’s rules, including disclosures and record keeping.
Yes. Every contact keeps its notes, chats and follow-up dates, so you can plan the call before the renewal. Your clients also keep your card on their phone, so it’s easy for them to reach you when something changes.
Stay remembered between renewals, answer questions at night, and turn happy clients into referrals. Start with your own card today.
People, agencies, conversations and numbers shown are samples for demonstration. Persona does not quote, sell or give insurance advice and does not guarantee regulatory compliance; you are responsible for your card’s content, your AI assistant’s approved answers, disclosures, testimonials, recording consent and record keeping. Zapier and Make are trademarks of their owners.
