🛡️ Built for insurance agencies

No lead left cold. No renewal slips through.

An AI agent that follows up on every quote, books the call when they're ready, runs renewal outreach, and cross-sells the products you bind — across auto, home, life, and commercial.

100%
Quotes followed up
90 days
Renewal nurture
5 days
Deployment
🛡
Insurance Dashboard
Brandon · TUE 2:11 PM
LIVE
100%
Quote follow-up rate
QUOTES · DAILY
MONTUEWEDTHUFRISATSUN
100%
Quotes followed
8
Renewals saved
2 min
Response
RECENT ACTIVITY
New quote follow-up — texted in 1m 52s
Auto policy · $1,240/yr · appt set
Renewal reminder — 30 days · Sarah K.
Home + auto bundle · confirmed
Lapsed client — win-back day 3 of 5
Policy expired 60 days ago · re-engaged
12 renewals due this month · 9 confirmed

The agency's reality

Quotes go out. Quotes go cold.

If your producers spend more time chasing follow-ups than binding policies — that's commission you're leaving on the carrier's desk.

The Quote-and-Forget

You quoted them Monday. They got 3 other quotes by Friday. You meant to follow up — but you were busy binding the policies that came in faster. Now they're bound somewhere else.

The Renewal That Lapsed

Renewal notice goes out 60 days before expiration. They never open it. You never call. They get a $30/mo lower offer from a captive agent — and your book of business gets thinner every quarter.

The Cross-Sell You Missed

You bound their auto in March. They bought a house in October. The carrier emails them about home insurance — and someone else writes the bundle. You lost the policy and the loyalty.

The process

From scoping call to live agent. 5 days.

No SOWs. No 6-week onboardings. No surprise invoices.

1

DAY 0

30-min Scoping Call

We map your call volume, after-hours pain, dispatch flow, and pricing. Define exactly what your agent says.

2

DAYS 1–4

We Build & You Approve

Custom code, your phone number, your pricing. You walk through every response before it goes live.

3

DAY 5

Agent Goes Live

Every emergency call gets answered. Booked jobs hit your calendar. Weekly report shows revenue captured.

What your agency agent handles

Producers focus on closing. The agent handles every touch in between.

  • Auto follow-up on every quote (T+1, T+3, T+7)
  • Renewal nurture starting 90 days out
  • Books bind appointments with producers
  • Cross-sells the right product at the right life event
  • Captures life events (marriage, new home, baby, retirement)
  • Bilingual (English/Spanish)

REAL RESULT

"Our quote-to-bind ratio jumped 34%. Producers stopped chasing follow-ups and the agent just handed them warm appointments."

— Independent agency pilot, Jackson MS metro

Limited slots — May 2026

Bind every lead.
Renew every policy.

30-min call. We map your producer workflow. If it's a fit, we deploy in 5 days. If not, you walk away with a free playbook.

Book My Free 30-Min Call →

No commitment · No prep needed · Built in Jackson, MS

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