Workflow automation for independent insurance agencies
Your book renews whether or not anyone reminds it to, and quotes go cold in days. Most agencies lose more business to follow-up that didn't happen than to price.
Where the premium leaks out
The quote nobody followed up
You quoted it Tuesday. They're shopping three other agents. Whoever calls back on Thursday usually writes the policy, and it isn't reliably the one with the best rate.
Renewals are the book, and the book is the business
A policy that lapses quietly is revenue you already earned and then lost. Renewal reminders that depend on somebody opening a spreadsheet aren't really reminders.
Comparison shoppers hit four agents at once
Whoever answers first frames the comparison and everyone after that is arguing against it. A web lead that waits until the afternoon is already competing with a relationship.
Applications, signatures, and prior declarations
Every new client means the same forms, the same signature chase, and the same walk through a carrier portal. Almost all of it is retyping something you already have.
The monoline clients nobody circled back to
Auto-only clients who should also have home. Everyone agrees the cross-sell is worth doing and nobody has a system that schedules it.
What we would build for an agency
Quote follow-up that stops when they reply
A sequence that runs after every quote and shuts itself off the moment the client responds, so nobody gets chased after they've already said yes.
Renewal and expiry reminders
Notice ahead of every renewal date, to the client and to you, far enough out that a rate conversation is still possible.
Under-a-minute response to web leads
A quote request that texts the person back immediately and puts the lead in front of a producer while they're still on the comparison page.
Your systems talking to each other
Agency management system, calendar, phone, and forms connected so a new applicant is entered once and the file isn't assembled by hand.
What we can and can't show you
We haven't published an insurance case study, and we're not going to describe one we don't have. What we can do on a call is walk through the exact sequences, working, and let you judge whether they fit your book.
The relevant background is regulated back-office software: payroll, HR, and tax systems where who's permitted to see which record is a design decision rather than an afterthought. A conversation about carrier data, client files, and which of your producers can open what doesn't need explaining first.
How we workStart with the renewals
It's usually the fastest thing to fix and the easiest to measure. Tell us how renewals get tracked today and we'll tell you what it takes to stop tracking them by hand.