Case Study

Air1 Insurance: A Self-Improving AI Agent That Reclaims an Hour a Day

A self-improving AI agent that filters and prioritizes every inbound lead in real time — saving each Air1 broker over an hour of manual triage every day, and getting sharper with every decision.

Air1 Insurance: A Self-Improving AI Agent That Reclaims an Hour a Day
Industry
Insurance
Service
AI Agents & Chatbots
01
Background

About Air1 Insurance

As one of Canada's leading aviation insurance specialists, Air1 was generating a healthy volume of inbound leads across multiple channels. The volume wasn't the problem — the manual triage was.

02
The Challenge

The Challenge

Aviation insurance has highly specific qualification criteria — aircraft type, intended use, pilot experience, hangar location, coverage profile. Not every inquiry carries equal weight, and Air1's brokers were spending a meaningful chunk of every workday manually sorting, scoring, and re-sorting inbound leads. It worked, but it ate hours that should have gone into quote work and client conversations — and it didn't stay sorted as new leads arrived.

03
Execution Hurdles

Key Challenges We Conquered

01

Complex qualification criteria

Aircraft type, private vs commercial use, pilot experience, hangar location and coverage profile all change a lead's weight.

02

Hours lost to manual sorting

Brokers spent a meaningful chunk of every day scoring and re-sorting leads instead of quoting and closing.

03

Priorities that never stay sorted

As new leads arrive, yesterday's respond-first gets displaced — and no one had time to constantly re-rank.

Technology

Tools & Platforms Used

Best-in-class tools selected specifically for this project's requirements.

A
Airtable
A
AI Scoring Layer
E
Email Notifications
04
Impact

The Results

01

+1 Hour/​Day

Reclaimed Per Broker

Roughly 5 hours a week, or 250+ hours per broker per year, returned from manual triage.

02

100%

Of Leads Auto-Triaged

Every inbound lead, from any channel, auto-scored and prioritized within seconds.

03

Self-Improving

Learns From Outcomes

As brokers convert or deprioritize leads, the agent refines its scoring autonomously — no manual rule updates.

04

Live Queue

Always-Ranked Pipeline

The broker dashboard always shows a ranked, real-time queue of what to work next.

05

Higher-Leverage

Reclaimed Broker Time

Brokers now spend the time on quoting, negotiating, and closing — not sorting.

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