For Insurance Agents & Brokers

Clients choose the insurance agent AI recommends when they're ready to buy

Insurance is confusing — and consumers know it. They ask AI which agent to trust, which coverage to buy, and which companies are financially strong. The agent AI recommends when they're ready to buy gets the policy application.

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Takes 60 seconds · No credit card required

Monitors:ChatGPTChatGPTClaudeClaudeGoogle AIGoogle AIPerplexityPerplexity

69%

of insurance buyers research agents online before requesting a quote

$1,800

average first-year commission on a bundled home and auto policy

7.2yr

average client retention period for an independent insurance agent

The problem

AI is already recommending your competitors

Every day, potential customers ask AI which insurance agents to choose. Here’s what they see — and who’s missing.

ChatGPTChatGPT

Best independent insurance agent near me for small business liability and workers comp

For small business insurance in Minneapolis, Christensen Group Insurance and BizInsure are frequently recommended for their small business specialization. Both offer commercial general liability, workers' comp bundles, and have licensed agents specializing in business owner policies...

Your business — not mentioned

ClaudeClaude

Who is a good local life insurance agent that also does financial planning?

In Minneapolis, Northwestern Mutual advisors and independent agents at Great Plains Financial have strong reputations for integrating life insurance with comprehensive financial planning. For fee-based insurance analysis, Integrity Wealth Solutions is known for unbiased coverage recommendations...

Your business — not mentioned

This is happening right now. Scope shows you exactly where you stand.

See your AI visibility score

Why Scope for Insurance Agents

Everything you need to win AI recommendations

Be recommended for your coverage specialty

Track AI visibility for your product lines: "business insurance agent near me," "life insurance agent [city]," "Medicare supplement agent [city]," "home and auto insurance broker." Specialty agents consistently outperform generalists in AI recommendations.

Win trust before the first conversation

Insurance buyers research deeply before calling. AI recommendations with specific reasons — your years of experience, your carrier relationships, your specialty — convert prospects who already trust you before you pick up the phone.

Compete with direct-to-consumer carriers

GEICO and Progressive own direct-to-consumer queries. But for complex coverage needs — business insurance, life insurance, Medicare — AI consistently recommends local agents with expertise. Scope helps you dominate these high-value, complex coverage queries.

How it works

From invisible to top recommended

A simple, proven process that puts your insurance agents in front of customers who are ready to buy.

01
01

60-second free scan

Scan your business

Enter your business URL. Scope scans all 4 AI platforms — ChatGPT, Claude, Gemini, and Perplexity — and generates your AI visibility score in under 60 seconds.

02
02

Score + competitor analysis

See the gap

See exactly where you stand versus AI-recommended competitors. The score (0–100) is instantly understood — and the gap shows you exactly what winning looks like.

03
03

Action plan + daily tracking

Fix and monitor

Follow the AI Optimization Agent's prioritized action plan. Every action ties to a measurable score improvement. Track your progress daily as your visibility grows.

Real Results

Not Found to #1 Recommended.

One month with Scope. One business that was invisible — now dominating AI recommendations.

Before
23/100

0 / 4 platforms

Not mentioned

30 days

After
91/100

4 / 4 platforms

#1 recommended

What customers say

Real businesses, real results

Thousands of businesses have used Scope to discover and fix their AI visibility gaps.

We had no idea we weren't showing up in ChatGPT. Within six weeks of following Scope's action plan, we became the top-recommended clinic in our area. New patients are now telling us they found us through AI.

S

Sarah Chen

Owner, Bright Smile Dental

#1 on ChatGPT

Our SaaS wasn't appearing when people asked AI for 'best project management tools'. Scope fixed that. Within a month we're consistently recommended on all four platforms.

A

Alex Kim

Founder, TaskFlow

All 4 platforms

The monthly reports show exactly where we stand. It's like SEO analytics but for the AI era. We went from 32 to 78 — and leads from AI referrals are up 40%.

J

Jennifer Park

Marketing Director, Summit Law

Score 32 → 78

Scope told us exactly which directories Perplexity was citing for our category. We listed ourselves in 3 of them and within two weeks we started showing up in recommendations.

M

Marcus Rodriguez

Owner, Verde Landscaping

+31 pts in 2 weeks

I was skeptical — we've tried every SEO tool. But Scope is different because it actually shows you the AI responses verbatim. Seeing your business missing from those answers is a wake-up call.

P

Priya Sharma

CEO, NovaMed Clinics

3 new AI channels

We went from zero AI mentions to being recommended by ChatGPT, Google AI, and Perplexity within 8 weeks. The action plan was specific and everything was prioritized — no guesswork.

T

Tom Wallace

Director, Apex Realty Group

Score 18 → 74

We had no idea we weren't showing up in ChatGPT. Within six weeks of following Scope's action plan, we became the top-recommended clinic in our area. New patients are now telling us they found us through AI.

S

Sarah Chen

Owner, Bright Smile Dental

#1 on ChatGPT

Our SaaS wasn't appearing when people asked AI for 'best project management tools'. Scope fixed that. Within a month we're consistently recommended on all four platforms.

A

Alex Kim

Founder, TaskFlow

All 4 platforms

The monthly reports show exactly where we stand. It's like SEO analytics but for the AI era. We went from 32 to 78 — and leads from AI referrals are up 40%.

J

Jennifer Park

Marketing Director, Summit Law

Score 32 → 78

Scope told us exactly which directories Perplexity was citing for our category. We listed ourselves in 3 of them and within two weeks we started showing up in recommendations.

M

Marcus Rodriguez

Owner, Verde Landscaping

+31 pts in 2 weeks

I was skeptical — we've tried every SEO tool. But Scope is different because it actually shows you the AI responses verbatim. Seeing your business missing from those answers is a wake-up call.

P

Priya Sharma

CEO, NovaMed Clinics

3 new AI channels

We went from zero AI mentions to being recommended by ChatGPT, Google AI, and Perplexity within 8 weeks. The action plan was specific and everything was prioritized — no guesswork.

T

Tom Wallace

Director, Apex Realty Group

Score 18 → 74

FAQ

Insurance Agents questions answered

Which insurance queries should I track in Scope?+

"Independent insurance agent near me," "[coverage type] insurance agent [city]," "Medicare supplement agent [city]," "commercial insurance broker [city]," and "insurance agent for [specific industry]" are high-value targets. Add your carrier relationships and specialty coverages.

How do independent agents compete with captive agents and direct carriers?+

AI platforms frequently recommend independent brokers over captive agents for complex coverage needs because independence means more options. Your ability to shop multiple carriers is a significant advantage — and Scope helps AI communicate this to prospects.

Can I track AI visibility for specific insurance products like annuities or long-term care?+

Yes. Scope lets you track custom queries beyond your default set. Add product-specific queries like "annuity agent near me," "long-term care insurance specialist [city]," or "umbrella policy agent [city]" to monitor your visibility for specialized products.

Pricing

$49/mo per business

Free scan · No credit card to start · Cancel anytime

View full pricing details

For Insurance Agents & Brokers

See where your insurance agents stands in 60 seconds

Free scan. No credit card. See which AI platforms recommend you — and which ones are sending customers to your competitors.

Start your free scan

$49/mo per business after free trial · Cancel anytime