Independent insurance agencies lose renewal revenue and new business every month to manual follow-up, slow quote turnaround, and client onboarding friction. We automate all of it — once, for a flat fee.
Sound familiar?
You mean to reach out 90 days before renewal. It happens at 30 days — or not at all. Clients shop the renewal. You find out when they don't pick up the phone.
A prospect requests a quote Friday afternoon. You call Monday. They bound with an online carrier Saturday. Speed-to-quote wins the account every time.
Welcome email, document requests, policy delivery, payment setup — all done manually, one client at a time. A professional onboarding experience shouldn't depend on who's in the office.
What we build
Expiration logged → outreach at 90/60/30 days → renewal options sent → producer alerted if no response. Never lose a renewal to silence. Works with AgencyZoom, HawkSoft, AMS360.
Lead in → instant reply → assigned by line of business → follow-up tasks in AgencyZoom or HubSpot. First to respond wins. This makes you first every time, even at 11pm on a Friday.
Policy bound → welcome email → document request → payment setup → 30-day check-in. Consistent every time, regardless of which producer wrote the account or who's in the office that week.
New policies, renewals, leads, premium volume → Monday email. Know your numbers without pulling reports manually — straight from your AMS and CRM into one clean summary.
The process
20 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.
Fixed hours, fixed price. We connect your existing tools — no AMS migrations, no new subscriptions, no surprises at the end.
Full walkthrough, Loom video, written handoff doc. Your automation, your accounts. $0/month to keep it running.
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
$0
Monthly fees after delivery
one flat build price, then it's yours
Deep Dive
How to Automate Your Insurance Agency: Renewals, Lead Response & Client Onboarding
Ready to protect every renewal and every lead?
Book a free 20-minute audit. We'll map exactly what's automatable in your agency and what it would cost — before you commit to anything.
Book Your Free Audit Call