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.
Quote follow-up and renewals that don’t depend on memory.
Other industries
The problem
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’d build
What we would build for an agency.
See it working before you decide.
On a call we’ll walk through the exact sequences, running, so you can 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.
You’ll talk to Andrew directly.
Prefer email?info@kaveotech.com