Quote first. Keep them renewing.
Every new lead answered and quoted in under a minute, claims triaged the moment they land, and at-risk renewals caught 60 days out. Built on top of your AMS.
$1,500 Clarity Session. Refunded if we don't find three wins worth building.
Every claim triaged in a minute.
Photos in, coverage checked, urgency set, and the right adjuster assigned with one tap.
- ✓Checked against the actual policy
- ✓Client updated automatically
- ✓Coverage calls stay with people
“Pipe under the kitchen sink burst. Floor is soaked.”
Catch the renewal before they shop.
Rate jumps and quiet clients get flagged 60 days out, re-shopped, and followed up.
- ✓Risk scored on every policy
- ✓Re-shop ready before the call
- ✓Saves counted in premium
Six systems. One book of business.
Every web and referral lead answered in under a minute, with a quote call booked.
At-risk renewals flagged 60 days out, re-shopped and followed up.
First notice sorted by type, coverage and urgency, then routed to the right person.
Auto clients without home, home without umbrella, found and offered.
Policy anniversaries trigger a thank-you and a referral ask, every time.
Quotes, binds, renewals and retention for every producer, live.
Before you ask.
Does this work with our AMS?
Yes. Applied Epic, HawkSoft, AgencyZoom and most others, through their APIs or exports. Your team keeps working where it works today.
Is it compliant with insurance messaging rules?
Your team reviews and approves every message template before go-live, so wording matches your province or state rules. Coverage advice always comes from a licensed person.
Will the AI quote or bind on its own?
No. It gathers details, books the call and drafts the quote request. Binding and coverage decisions stay with your producers.
Does it fit a solo agent?
Yes. The same systems work for a solo agent or an agency with 20 producers. They scale to your book.
Find where your agency is losing policies
One session. Your leads, your renewals, your claims flow. Refunded if we don't find three wins worth building.