Product
Everything Your Agency Needs, Already Built.
This is not a blank CRM or a bag of parts. It's a complete insurance agency system — pipelines, service automations, an AI communication agent, funnels, forms, templates and reporting, built around how an agency actually runs.
AI Communication Agent
Conversational AI answers inbound texts and chats 24/7 — qualifying, intaking and booking appointments.
Five CRM Pipelines
Sales, Cross-Sell, Win-Back, Referral Partner and Claims — stages and automations already built.
New Lead Nurture
Every new lead is welcomed and worked within minutes — even when the office is closed.
Quote Follow-Up
Quoted prospects keep hearing from you until they decide, then move into long-term nurture.
Service Center Automations
Claims, payments, policy changes, documents and inspections handled without phone tag.
Renewal / X-Date Automation
Renewal conversations start well before the X-date — before competitors' quotes arrive.
Cross-Sell Campaigns
Auto without home, home without auto, missing flood — triggered by the coverage gap.
Win-Back Campaigns
Re-engagement sequences and coverage reviews for clients who left.
New Client Welcome
Welcome email and text, agency contact instructions, review and referral asks.
Reviews & Referrals
Google review and referral requests timed to the happiest moment in the relationship.
Referral Partner Program
Partner pipeline, intake form and quarterly check-in automation.
Insurance Funnel Template
A ready-built quote funnel and intake pages, branded to your agency and wired to your pipeline.
Email & Text Template Library
Categorized templates for new clients, nurture, renewals, cross-sell, win-back and birthdays.
Client Center Portal
Clients access policy documents; your team stores everything in one place.
Reporting Dashboard
Leads, quotes, policies bound, conversion rates and task completion at a glance.
Task Reminder Automation
Assignment alerts, overdue reminders and a daily task summary for every producer.
Custom Values Framework
Your agency name, logo, license number and signature flow through every template automatically.
Compliance Templates
Privacy Policy and Terms frameworks to support A2P messaging registration.
CRM Pipelines
Five Pipelines, Fully Built.
Every opportunity in your agency has a home — with stages, automations and follow-up already configured inside.
Sales Pipeline
Every lead moves from first contact to bound policy inside one organized pipeline — no spreadsheets, no sticky notes, no relying on memory.
Faster response and consistent follow-up mean more of the quotes you send actually close.
Cross-Sell Pipeline
Coverage gaps across your existing book are surfaced and worked as real opportunities, not left to chance.
Revenue you already earned the right to — from clients who already trust you.
Win-Back Pipeline
Former clients are tracked and re-engaged with fresh quotes and coverage reviews.
Canceled business becomes a recoverable asset instead of a write-off.
Referral Partner Pipeline
Relationships with realtors, lenders and other referral sources are built and maintained in one place.
Partner relationships stay warm and productive without manual effort.
Claims Pipeline
Clients get a clear, communicated experience from the moment a claim is reported until it's resolved.
You look your best at the exact moment that decides whether a client renews.
Exact stage structures and automation cadences are part of the build — you'll see them once it's installed in your account.
Automation Workflows
The Follow-Up Runs Itself.
Grouped by what they do for the agency — sales, retention, service, growth and productivity.
Sales & Follow-Up
Every lead gets worked the same proven way — whether or not anyone remembers.
New Lead Nurture
Every new lead hears from your agency within minutes, so you win the speed-to-lead game even when the office is closed.
Quote Follow-Up
Quoted-but-undecided prospects keep hearing from you until they make a decision — no producer has to remember a thing.
Unworked Lead Protection
Leads that stall are flagged and re-engaged automatically, so leads you paid for never quietly go to waste.
Producer Task Queue
Your producers start every day knowing exactly who to call and why, instead of deciding from a blank CRM.
Onboarding & Retention
The book you already have is the book you keep.
New Client Welcome
Every new policyholder gets a polished welcome that sets expectations — and plants review and referral asks at the right moment.
Client Nurture
Clients hear from your agency between renewals, so you stay top of mind all year instead of once a year.
Renewal Outreach
Renewal conversations start well before the X-date — before the competition's quotes start arriving.
Milestone Touchpoints
Birthdays and holidays become effortless, personal reasons to stay in front of every client.
Service Center
Service is where insurance agencies win — and where most CRM setups stop.
Claims Communication
Clients get clear next steps and proactive updates automatically during the most stressful moment of the relationship.
Payment & Billing Protection
Missed payments get addressed early — before they turn into cancellations and lost commission.
Renewal Handling
Standard accounts and your most valuable accounts each get the right level of attention, automatically.
Policy Change Follow-Through
Every change request gets confirmed and documented without burning staff hours.
Document Collection
Outstanding documents are requested and chased until they're in — no more phone tag.
Inspection Coordination
Required inspections get scheduled and followed up without manual chasing.
Growth Campaigns
Revenue you already earned the right to — just never got around to asking for.
Cross-Sell Campaigns
Coverage gaps in your book turn into warm quote opportunities on autopilot.
Win-Back Campaigns
Past clients get compelling reasons to return, timed to when they're most likely to shop.
Reviews & Referrals
Happy clients are asked at the right moment — growing your Google presence and referral flow.
Partner Nurture
Referral partners hear from you consistently, so valuable relationships never go cold.
Agent Productivity
The system tells your team what to do next.
Task Assignment Alerts
The right person knows the moment something needs doing.
Overdue Task Escalation
Nothing quietly falls off the list — overdue work surfaces itself.
Daily Priorities
Every producer starts the day with their queue in writing.
AI Included
AI Communication Agent
A conversational AI agent trained for insurance intake handles inbound texts and chats around the clock — qualifying, answering and booking before a human ever touches the conversation.
Get the Insurance SystemAnswers instantly, 24/7
Replies in seconds, day or night, so leads never go cold waiting on business hours.
Qualifies and collects intake
Gathers the details your producers need to quote — conversationally, not with a cold form.
Books appointments
Sets the quote call directly on your calendar without back-and-forth.
Rescues missed calls
Missed-call text-back opens a real conversation instead of leaving a voicemail.
Answers common questions
Coverage basics, documents, payments and office questions — using your agency's own information.
Hands off to a human
Escalates to the right producer with full context the moment a person should take over.
Insurance Funnel & Website Template
A ready-built quote funnel designed to convert insurance traffic — branded to your agency and wired straight into your pipeline.
- Quote-request landing page that adapts to what the visitor needs
- Thank-you and appointment booking pages included
- Mobile-first layout built to convert paid and organic traffic
- Automatically branded with your agency's details
- Every submission becomes a worked lead, instantly
- Ready for Google, Facebook and referral traffic
Intake Forms
Short, smart forms that collect exactly what you need to quote — nothing more.
Smart Quote Intake
A short, intelligent intake that only asks what matters for the coverage requested — easy for clients to finish, complete enough for you to quote.
Referral Partner Intake
New partner relationships are captured and organized automatically, ready to be worked.
Templates & Reporting
Written For You. Measured For You.
Every template pulls your agency details from custom values, so it's branded the moment it's installed.
New Client
Welcome and policy-confirmation messaging that onboards professionally from day one.
Lead Nurture
Proven follow-up messaging that keeps quotes alive until prospects decide.
Renewal
Renewal outreach that starts the conversation early and keeps the account.
Cross-Sell
Coverage-gap messaging that turns existing clients into multi-policy households.
Win-Back
Re-engagement messaging that reopens the door with past clients.
Events
Birthday and holiday touchpoints that keep relationships warm year-round.
Reporting Dashboard
Know what's working without exporting anything.
- Premium bound and policies written
- Leads received and quotes sent
- Pipeline value and conversion rates
- Tasks completed vs. overdue
- Cross-sell opportunities open
- Renewals at a glance
Client Center
A client-facing portal where policyholders access their documents and your team keeps everything in one place.
- Clients access policy documents on their own
- Agency uploads declarations, ID cards and endorsements
- Client information stored alongside the record
- Accounts can be created automatically when a client is added
Custom Values & Organization
Install it, fill in your agency details once, and every workflow, template and funnel is branded to you. A clean tagging framework keeps leads, clients and lines of business organized automatically.
- Agency name and logo
- Phone, email and address
- Website and signature
- Agent and team details
- License information
Compliance Document Templates
Privacy Policy and Terms & Conditions frameworks to support A2P messaging registration.
- Privacy Policy template
- Terms and Conditions template
- Written to support A2P 10DLC messaging compliance
These are templates only. They must be reviewed and customized by your agency or your legal advisor before use.
A System, Not a Starting Point.
Leads enter the pipeline and the AI agent responds. Quotes trigger follow-up that never stops early. Bound policies trigger onboarding, reviews and referrals. Claims, payments and documents are serviced automatically — and renewals start themselves well before the X-date.
$486,240
Premium Bound (YTD)
312
Policies Written
$219,800
Open Pipeline Value
38%
Close Rate
Sales Pipeline
$219,800 openNew Leads
8Martinez — Home + Auto
$3,150/yrChen — Commercial GL
$12,400/yrQuoted
6Okafor — Life 20yr term
$1,890/yrVega LLC — BOP + WC
$28,700/yrBound
5Patel — Full Bundle
$4,620/yrNguyen — Renters + Auto
$2,240/yrSMS — New Lead
Automations
Quote follow-up
Running
Renewal outreach
12 scheduled
Review requests
4 sent this week
Avg. premium per policy
$1,558
Cross-sell revenue (QTD)
$41,300
Renewals retained
94%