For independent insurance brokers
Quote prep, renewals and follow-ups handled around the clock, so your brokers spend the day advising clients instead of re-keying data.
A hire, not a tool. Live within a week. Month-to-month.
The bottleneck
Gathering details, comparing markets, re-keying the same data. Hours per quote before a client hears anything.
A missed renewal date is lost revenue and an unhappy client. Manual tracking guarantees some slip.
The broker who responds first usually wins the policy. Buried brokers respond last.
The hire
Not software you log into and learn. A team we build and run for you, working overnight so you wake up to work already done.
Collects client details, drafts market comparisons and assembles the quote pack, ready for your broker's judgement call instead of built from scratch.
Tracks every renewal date, chases documents early, and drafts renewal comms in your voice. Your broker approves; nothing slips.
Follow-ups logged, client records current, an end-of-day summary of who needs what. Compliance-friendly by default.
You stay in command
Nothing reaches your clients without your approval. Your AI team preps, you approve in one click.
Your AI team earns more freedom only as you approve its work. It starts careful and stays careful.
See everything it did and why, any time. No mystery, no surprises.
It works on data you already hold, lawfully. Every outbound message is approved by a human.
Month-to-month. No lock-in. Live within a week.