Your AI Executive Assistant for Insurance Agents
Instantly respond to inquiries, generate quotes, automate claims follow-ups, and keep renewals on track. The Librarian handles the admin, so you can focus on clients.
Generate an auto policy quote for Jessica with mid-tier coverage
Here are 3 coverage options:
Essential Coverage
$82/mo • 50/100/50 liability
Plus Coverage
$108/mo • 100/300/100 + roadside
Premium Coverage
$142/mo • 250/500/250 + rental
Please draft a message with the quote and next steps.
The life of insurance agents isn't easy
We understand the cost of slow response and manual work
Slow response time
Clients lose trust when quotes and claim updates arrive late
Stalled renewals
Policies lapse when follow-ups and paperwork fall behind
Scattered information
Policies, notes, and tasks spread across email, texts, and CRMs
78% of clients expect same-day answers.
Your minutes matter.
How it works
Start in minutes. Save hours every week.
Connect your tools
Sync your calendar, email, messaging channels, and (optionally) your CRM.
The Librarian works for you
Instantly responds to inquiries, qualifies leads, books appointments, sends reminders, and keeps tasks organized.
Grow renewals and referrals
Spend less time on admin and more time advising clients.
Everything you need to work smarter
Built specifically for insurance professionals
✓
Works With the Tools You Already Use
The Librarian connects to your email, calendar, and messaging so you can move client work forward without switching apps.
Google Calendar
Schedule reviews and renewal calls.
Gmail
Draft quotes, updates, and follow-ups.
Respond to clients instantly with updates.
SMS
Send timely text reminders to clients.
Slack
Coordinate with teams and support desks.
Notion
Organize policies and task checklists.
Share updates and build trust with clients.
Loved by Insurance Professionals
See what agents are saying about The Librarian
Terrence Tan
Great Eastern Insurance Agent
"I used to be buried in admin work but thanks to Librarian I started to prospect again for new clients for the first time in years!"
David Lee
Commercial Lines Broker
"Claims follow-ups and document requests happen fast now. Clients get updates before they ask."
Priya Shah
Benefits Advisor
"Policy summaries and next steps are ready to send in seconds. It keeps my day moving."
Marcus Green
Independent Agent
"It captures lead details from WhatsApp and drafts a clean quote email. Huge time saver."
Lena Alvarez
Personal Lines Specialist
"Renewal reminders and checklists keep my book clean and my clients on track."
Owen Carter
Agency Operations Manager
"Our team spends less time on admin and more time advising. It\'s a real workflow win."
Noah Bennett
Life Insurance Advisor
"It keeps my follow-ups organized across email and SMS. Clients feel taken care of."
Samantha Park
Claims Coordinator
"Missing document requests are instant and properly logged. It keeps claims on track."
Terrence Tan
Great Eastern Insurance Agent
"I used to be buried in admin work but thanks to Librarian I started to prospect again for new clients for the first time in years!"
David Lee
Commercial Lines Broker
"Claims follow-ups and document requests happen fast now. Clients get updates before they ask."
Priya Shah
Benefits Advisor
"Policy summaries and next steps are ready to send in seconds. It keeps my day moving."
Marcus Green
Independent Agent
"It captures lead details from WhatsApp and drafts a clean quote email. Huge time saver."
Lena Alvarez
Personal Lines Specialist
"Renewal reminders and checklists keep my book clean and my clients on track."
Owen Carter
Agency Operations Manager
"Our team spends less time on admin and more time advising. It\'s a real workflow win."
Noah Bennett
Life Insurance Advisor
"It keeps my follow-ups organized across email and SMS. Clients feel taken care of."
Samantha Park
Claims Coordinator
"Missing document requests are instant and properly logged. It keeps claims on track."
Frequently asked questions
Any busy professionals on Google Workspace who can benefit from efficient task management. Designed for those who have busy schedules and require timely insights from their work Apps to make informed decisions.
Yes, we are currently offering the Basic version of The Librarian for free. Soon we will be launching a Premium version with some paid Advanced features. See our pricing page for details.
We take security seriously and use industry-standard encryption protocols to protect your data. Your privacy is our top priority, and we don’t share your information with third parties.
No, The Librarian only accesses data that you have permission to view. If you don’t have access to a document, channel, or page in a connected app, The Librarian won’t be able to retrieve it for you.
Our support team is here to assist you! For inquiries, reach out via email at [email protected]. We’re committed to providing timely support to ensure a seamless experience with The Librarian.
Trusted and recognized globally
The Librarian is highly rated across leading AI platforms
#2 on Product Hunt
2nd Product of the Day and Top 10 of the Month when released in Product Hunt (Apr 2025).
#1 on Top AI Tools
Most popular Personal Assistant tool among 60+ other assistants in the Top AI Tools.
#1 on AI Agents Directory
Most reviewed AI tool with a rating of 4.9 in one of the world's top AI Agents directories.
#1 Productivity in TAAFT
Top ranked productivity tool on the largest AI directory website There's An AI For That.
Get more renewals, fewer missed follow-ups, and a smoother pipeline.
The Librarian works for you 24/7 so you can focus on clients, not admin.