New Bilingual Website, Lead Dashboard, and an AI Assistant for an Independent Insurance Agency
- Client
- BOAPR Insurance
- Industry
- Insurance
Transcript
- Case study, BOAPR Insurance. Insurance that fits your needs. A bilingual website for an independent Florida agency: one quote form, 30+ carriers shopped, every lead in a private dashboard. Live in Doral, FL, English and Spanish.
- The homepage, top to bottom: your options, not ours; two doors, personal and business; three steps, fifteen minutes; what Florida says about the team; Doral-based, state-wide reach.
- Desktop and mobile. Same site, every screen. Nothing hidden on the phone, nothing cut: the quote form, the carriers, the reviews.
- Every page pulls its weight: About, 30+ carriers, Contact, and a Spanish mirror of every page.
- A website, a lead dashboard, and an AI assistant that reads the inbox. Results for BOAPR Insurance: 42 website pages, 9 renewal reminders automated, 30+ carriers on one form. Your business could be next. Book a consultation, hello@alfoai.com
Live site captured September 2026.
Where they started
The old website was a single page, English only, and gave visitors almost no way to ask for a quote. Anything that did come in landed in the same inbox as carrier notices, cancellation warnings, and payment failures, so the messages that needed a same-day answer competed with everything else, and some got missed. The customer database was updated by hand whenever there was time, which meant no report could be trusted. And renewals, the most predictable money in an insurance agency, were tracked from memory, with every reminder written from scratch twice, once in English and once in Spanish.
What we built
We worked in stages so each piece was already paying off before the next one started. First came the new bilingual website with a quote form that actually goes somewhere: it files the lead, emails the client a confirmation, and alerts the team, all within seconds. Next came a private dashboard where Paul can see every lead, what was quoted, what sold, and which page or ad brought it in, plus Slack alerts so tasks get handled from a phone. Then we added the AI assistant that reads the inbox, picks out the cancellations, payment problems, and renewals, and opens a task with the original email attached. Everything runs on the agency's own accounts, so they own the system and the data.
What is included
- A new website in English and Spanish, 42 pages in total, with a matching Spanish version of every page and menu
- A page for each type of policy they write: home, auto, condo, flood, health, international health, life, general liability, workers comp, commercial auto, commercial property, and bonds
- A quote form that does the work for them: the lead is filed, added to their customer database, confirmed by email to the client, and pushed to the team in seconds
- A private dashboard that tracks every lead from first contact to sold, including what was quoted, what it closed for, and which page or ad it came from
- Separate logins for each team member with their own permissions, and a second security step at sign-in to keep client information protected
- An AI assistant that reads the inbox, spots cancellations, payment problems, and renewals, and opens a task with the original email attached so nothing gets buried
- The assistant learns as it goes: each new carrier and each new kind of notice it sees, it recognizes on its own the next time
- Slack alerts for every new task, with buttons to change the status or add a note without opening the customer database
- Renewal reminders that send themselves at 9 points, from 90 days out to past due, in English or Spanish depending on the client, with a follow-up task for Paul on the late ones
- Updates made in the customer database flow back to the dashboard automatically, so both always show the same numbers
- An AI chat assistant on every page, trained on the agency's own services and carriers, answering questions and taking quote requests after hours
- Ad tracking that shows which Google ad produced which client, plus dedicated pages for homeowners, general liability, and commercial trucking in both languages
- Search setup so Google and AI assistants understand what the agency does, where it works, and who it serves
The numbers
- 42
- Website Pages
- 9
- Renewal Reminders
- 30+
- Carriers, One Form
These figures are specific to BOAPR Insurance. Every business starts from a different place.