Close More Policies.
Automate the Follow-Up.
AI automation and CRM systems built for independent insurance agencies and brokerages.
In insurance, speed-to-response and consistent follow-up win more policies than anything else. The problem is your producers are spending half their time on admin tasks instead of selling. We help insurance agencies automate lead follow-up, policy renewals, client onboarding, and cross-sell campaigns — so your team focuses on relationships, not reminders.
What We Automate for Insurance Agencies
From first inquiry to annual renewal, we build the systems that keep your pipeline full and your clients loyal.
Instant Lead Response
AI responds to every new lead within 60 seconds — via email and SMS — qualifying them, answering initial questions, and booking them with a producer automatically.
Renewal Automation
Automated renewal outreach campaigns that start 90 days before expiration — with personalized emails, follow-up sequences, and producer alerts for high-value accounts.
Client Onboarding Sequences
New client welcome sequences that deliver policy documents, set expectations, introduce your service process, and schedule the first annual review automatically.
Cross-Sell & Upsell Campaigns
AI identifies cross-sell opportunities across your book of business and triggers personalized campaigns — life, umbrella, commercial — at the right time for each client.
24/7 AI Client Support
An AI assistant handles COI requests, coverage questions, billing inquiries, and claims reporting intake — freeing your CSRs for complex service issues.
Producer Performance Dashboard
Real-time visibility into pipeline, quote volume, close rates, retention rates, and book of business growth — by producer and agency-wide.
Our Process
We understand the compliance environment and sales dynamics of insurance — and we build accordingly.
Agency Audit
We review your current CRM, follow-up process, renewal workflow, and producer activity to identify the biggest opportunities for automation and revenue recovery.
System Design
We design your CRM configuration, automation sequences, and reporting structure — built around your lines of business and agency workflow.
Build & Compliance Review
We build every workflow with your compliance guidelines in mind — appropriate disclosures, opt-out handling, and documentation practices.
Launch & Train
We train your producers and CSRs, run live scenarios, and stay available during the first 30 days to optimize everything based on real results.
Common Questions
What CRM do you recommend for insurance agencies?
HubSpot works well for agencies focused on growth and marketing. Agency-specific CRMs like Applied Epic or Hawksoft work better for complex policy management. We integrate with both and can advise on the right choice for your agency size and focus.
Is automated communication compliant with insurance regulations?
Yes — when implemented correctly. We build all communication workflows with appropriate opt-out mechanisms, required disclosures, and CAN-SPAM compliance. We review your state-specific requirements before launch.
How do you handle E&O risk with AI?
AI in our implementations handles routine communication and administrative tasks — not coverage advice. All substantive coverage recommendations and decisions remain with your licensed producers. We design clear boundaries between AI and human responsibilities.
How quickly can we see ROI?
Most agencies see measurable improvement in lead contact rates within the first 30 days of AI lead response. Renewal retention improvements typically appear in the first full renewal cycle after implementation.
Ready to Close More Policies With Less Admin?
Book a free strategy session. We’ll audit your current follow-up process and show you exactly where automation can increase your close rate and retention.