Automation built specifically for independent insurance agencies. Protect renewals, respond to leads instantly, cross-sell from your existing book, and document everything — without hiring another CSR.
*Estimates based on industry averages. Individual results vary.
A client's policy expires. They get a mailer from a competitor. You lose a $2,400/year account because nobody sent a reminder 60 days out.
Your client has auto with you but homeowners elsewhere. You could bundle and save them money. But you never get around to bringing it up.
A prospect fills out a quote request at 8:47 PM. You see it at 9:15 AM. By then they've gotten quotes from two other agents and an online carrier.
You document coverage discussions after every call. Except when you're busy — which is always. One E&O claim with poor documentation can cost everything.
A 90-60-30 day renewal outreach sequence for every client. Personalized emails referencing their policy, premium, and any life changes. Batch-generated monthly and scheduled through your CRM.
Before every annual review, get a one-page analysis showing the single most impactful policy to add — with a conversation starter, an email version, and the specific reason it makes sense for this client.
Pre-built auto-reply templates for every lead type — auto, home, commercial, life, bundles. Prospects get an immediate response that feels personal and sets expectations for your personal follow-up.
You run the numbers through your rater. Automation handles the presentation — a professional comparison email with your recommendation and rationale. Sent same day instead of "I'll get to it."
Dictate rough notes after every call. Automation turns them into formatted compliance memos — topics discussed, recommendations made, declinations documented, action items listed. Your cheapest E&O protection.
Take our free 2-minute assessment. See exactly where automation could protect and grow your agency's revenue.