AI and automation for independent insurance agencies.
The agency that responds first usually writes the policy. We build agents that answer quote requests in seconds, work renewals before they lapse and handle routine service requests, so your producers spend time selling.
- Veteran owned
- Vendor neutral across 300+ providers
- You own every agent and account
- Founded on over 25 years in telecom, SaaS and enterprise solutions
- In person across Michigan, remote nationwide
Where insurance agencies lose time and money.
Quote requests wait
Web and phone leads sit until someone is free, and the shopper buys elsewhere.
Renewals slip
Remarketing starts too late, and accounts leave quietly.
Service calls interrupt selling
ID cards, certificates and changes pull producers off the phone.
Cross sell never happens
Single line customers stay single line because nobody follows up.
Four agents, each with one job, built around how you already work.
Receptionist Agent
Answers every call, gathers quote details, and routes service requests.
Bookkeeper Agent
Tracks commissions and premium payments, and follows up on what is late.
Marketing Agent
Works renewals and cross sell campaigns on schedule, every month.
Office Manager Agent
Tracks service requests, certificates and tasks until they are done.
Discover, build, train, coach. Built inside your own accounts, and yours to keep. How we work
A normal week, with the busywork handled.
A quote request comes in from your website at lunch. The AI receptionist responds in under a minute, gathers the details your producers need, and books a call. The shopper hears from you before they hear from anyone else.
Ninety days before each renewal, the Marketing Agent starts your remarketing steps on schedule. Single line customers get a well timed cross sell. Certificate and ID card requests are handled without pulling a producer off the phone.
Every Monday, the owner gets one page: quotes requested, quotes written, renewals at risk and service requests still open.
What faster quote response can be worth to an agency
- Assume responding in under a minute closes 2 more quote requests a month
- Assume $300 average first year commission
a year in new commission, in this worked example. Your numbers come out of discovery.
What we automate for insurance agencies.
Acquired a book of business? Rapid Build sets up the onboarding and renewal tracking for it quickly.
See Rapid Build- Quote request response in under a minute
- Renewal reminders and remarketing tasks on a set schedule
- Certificate and ID card requests handled
- Cross sell campaigns to single line customers
- Service request tracking with status updates
- Weekly production report for the owner
Questions insurance agencies ask
Does speed of response really matter?
Industry research from Harvard Business Review found that responding fast makes a large difference in how many leads convert. Our agents respond in seconds.
Can it work with our agency management system?
We connect to the systems you already use wherever they allow it, and we tell you up front where a manual step remains.
Do I need new software?
Usually not. We build inside the tools you already pay for, and only recommend something new when it clearly pays for itself.
Who owns what you build?
You do. Every agent, account and file stays with your business, and your team is trained to run it.