AI & automation for insurance agencies.
An agency is a renewal business — retention and policies-per-household drive everything. Yet the renewal, the single most predictable revenue moment in the book, is also the most under-automated: it arrives, auto-renews or quietly lapses, and the cross-sell conversation never happens.
We automate the book you already have: renewal sequences with real risk reviews, cross-sell triggers from the life events your CSRs hear about at quote time, and intake that works at 9 PM when prospects actually shop.
Sound familiar?
The challenges we hear most from insurance agencies — pick yours in the free assessment and the roadmap gets specific.
- Renewal reminders go out late or not at all
- Cross-sell opportunities sit on the desk
- Quote requests pile up after hours
- Claim status updates depend on phone tag
- Document collection slows everything down
- Carrier communication is a maze
- New leads don't get personalized follow-up
- Older policies don't get reviewed for changes
What we'd automate first
Every renewal becomes a touchpoint — coverage review, rate context, and a reason to talk — instead of a silent auto-renew or a surprise lapse.
New home, new driver, new business — captured at quote stage and turned into timed follow-up. Moving a book from 1.3 to 2.0 policies per household is transformational.
Prospects shop insurance at night. Automated intake gathers what a quote needs and books the follow-up while competitors' phones ring out.
DEC pages and applications read by AI instead of retyped by CSRs, and claim status communicated proactively so clients stop calling for it.
See it in action
Lead → CRM → schedule → books with zero re-typing — watch a job flow end to end with no human in the loop.