For Producers
You Were Hired to Write Business. You Spend the Day Servicing It.
The pipeline is only as long as the hours left over after service, and there are never many. The Insurance Agent takes the follow-up, the prep and the paperwork so the selling hours come back.
The Problem
The Follow-Up Is Where the Business Goes
You quoted it, you sent it, and then the week happened. Two weeks later the prospect bound with somebody who called back. That account was not lost on price and it was not lost on coverage.
The same thing happens inside the book you already have. The cross-sell that was obvious in March is still obvious in November and still has not been mentioned, because the day is full of things with deadlines on them.
What Changes
What Your Agent Handles
Nothing Sits Unanswered
Every open quote has a follow-up drafted and scheduled. You approve and send instead of remembering.
You Walk In Prepared
Before the meeting: what they carry, what changed since last term, what is missing, and what is worth raising. Five minutes of reading instead of an hour of digging.
Proposals Build Themselves
The comparison, the summary and the cover note assembled from the quotes you actually have, in your voice, ready for a read-through.
Account Rounding Gets Prompted
The umbrella that should be there, the workers comp on a client who just hired. Surfaced when it is relevant rather than at renewal.
Service Requests Stop Interrupting
The cert request that lands mid-appointment gets drafted and queued instead of derailing the afternoon.
It Never Speaks for You
Nothing reaches a client without your approval, and nothing that quotes, binds or opines on coverage goes anywhere at all. That is your license, not the software's.
Not Quite You?
The Same Engine, Configured Differently
Get Started
More Hours in Front of People
The work that produces revenue is the work only you can do. This is for everything that keeps getting in front of it.