Insurance Agency Systems That Close More Policies
Capture every quote request, nurture leads through long sales cycles, and turn policyholders into multi-line customers.
Solutions Built for Insurance Agencies
Every tool you need to run a more profitable insurance agencies business—from capturing leads to collecting payment.
Solutions span across our 8 solution pillars:
The Insurance Agencies Landscape
Real data that shows why the right systems matter
of insurance quote requests are never followed up with more than once—despite insurance being a considered purchase requiring multiple touches.
Source: Insurance Journal Agency Survey, 2024
of insurance shoppers get multiple quotes—speed of response is often the deciding factor.
Source: J.D. Power Insurance Shopping Study, 2024
of policyholders would consolidate with one agency if asked—but most agents don't systematically cross-sell.
Source: Independent Insurance Agents of America Survey, 2024
Average annual premium per personal lines customer—multi-line customers are worth 3-4x that amount.
Source: Insurance Information Institute, 2024
of insurance leads come during evenings and weekends—when most agencies are closed.
Source: Insurance Journal Digital Marketing Study, 2024
of clients would refer their insurance agent if asked—referrals close at 4x the rate of cold leads.
Source: IIABA Best Practices Study, 2024
Frequently Asked Questions
Common questions from insurance agencies business owners
How does instant quote response work?
When a quote request comes in—from your website, phone, or referral—our AI responds immediately via text or call. It collects basic information, answers common questions, and books appointments for detailed quotes. Even at 2am, prospects get an instant response.
Can you help with cross-selling?
Yes. The system identifies single-line customers and automatically enrolls them in cross-sell campaigns. Home customers get auto offers, auto customers get umbrella pitches, and so on. Campaigns are personalized based on what they already have.
Do you integrate with agency management systems?
We integrate with Applied Epic, Hawksoft, AMS360, and other agency management systems. Policy and customer data syncs automatically—no double-entry required.
How do you help with retention?
Automated renewal reminders go out 60, 30, and 15 days before renewal. The system can identify at-risk accounts based on engagement patterns for proactive outreach. Many agencies see retention improve 5-10 points.
Let's Build Your
Growth Engine
In 30 minutes, we'll map out exactly which solutions will have the biggest impact on your insurance agencies business—and what results to expect.
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