Independent insurance agencies lose renewal revenue and new business every month to manual follow-up, slow quote turnaround, and friction in client onboarding. We automate all of it. Once. Flat fee.
Happening at your agency?
You plan to reach out 90 days before renewal. It happens at 30 days, if at all. Clients shop around. You find out when they stop returning calls.
A prospect requests a quote Friday afternoon. You call Monday. They already bound with an online carrier Saturday morning. Speed-to-quote wins the account.
Welcome email, document requests, policy delivery, payment setup: all manual, one client at a time. Whether a new client gets a professional experience depends entirely on who's in the office that week.
What we build
Expiration logged → outreach at 90, 60, and 30 days → renewal options sent → producer alerted if client hasn't responded. Works with AgencyZoom, HawkSoft, and AMS360. Renewals don't slip quietly anymore.
Lead comes in → instant reply → assigned by line of business → follow-up tasks created in AgencyZoom or HubSpot. First agency to respond wins the account. This makes you first at 11pm on a Friday.
Policy bound → welcome email → document request → payment setup → 30-day check-in. The same experience every time, regardless of which producer wrote the account or who's in the office.
New policies, renewals, leads, premium volume → Monday morning email. Your numbers, pulled straight from your AMS and CRM, in one clean summary. No manual report-building required.
The process
30 minutes. We map your current process, find where renewals and leads are slipping, and tell you exactly what's automatable: on the call, no fluff.
We configure a managed product or scope a custom system in writing. You know what is included, what it costs, and who supports it.
We launch, document, and support the system according to the chosen path. Custom ownership and handoff are defined in the written scope.
30–60 days
Before renewal when uncontacted clients shop
automate outreach at 90/60/30 days instead
78%
Of leads bind with first agency to respond
automated reply fires in seconds, not hours
2 paths
Managed or custom
Right-sized for the problem
Managed monthly
Start with one location and a defined workflow. We confirm your tools, volume and scope before payment.
Answer calls while you work. Capture the details, screen the request, and get the right person involved.
Follow up new leads and open estimates. Stop when they reply, book, decline, or opt out. Give your team the next step.
Front Desk and Follow-Up working together, with one verified booking connection and a single view of what happened next.
Tired of renewals walking out the door?
Book a free 30-minute audit. We map exactly what's automatable in your agency and give you the cost breakdown. No commitment. Written summary sent the same day.
Book Your Free Audit Call