Faster quotes, stronger renewals and more policies per household
Reply to quote requests in minutes, keep renewals on track, bundle more policies per household and win back lapsed clients.
95%
retention for clients with multiple policies, compared with an 84% agency average.
Sound familiar?
Insurance is won on speed and kept on service. We help agencies reply to quote requests quickly, keep renewals on track, bundle more policies per household and win back lapsed clients, all within calling and consent rules.
Quote requests go cold
Shoppers request several quotes at once. The agency that calls back first usually wins.
Single-policy clients leave
A client with one policy is far easier for a competitor to move than a bundled household.
Shared leads, thin margins
Bought leads are often sold to several agencies, so you pay to compete.
Renewals handled too late
Clients shop around when a renewal arrives with no conversation beforehand.
Moments that matter in an agency year
Your lines decide your calendar. These are common peaks.
- 1
60 days before renewal
Coverage review calls and messages.
- 2
Enrollment windows
Health and senior-plan enrollment periods in your market.
- 3
Before tax year-end
Tax-saving life and health purchases.
- 4
New year
Policy reviews as budgets and needs change.
- 5
Life events
New home, car, baby or business: cross-sell moments.
Where we’d start for insurance agencies
A typical starting plan. Your free audit tells us which parts matter most for your firm.
The rules we work within
Your license and reputation come first. These are the rules that shape how we market insurance agencies.
This is general information, not legal advice. Your compliance team or adviser has the final word.
No lead selling
Insurance regulators often require registration to generate and sell insurance leads. We work only as your agency’s marketing team, in your name, and never sell leads.
Calls and AI voices
Consent rules apply to marketing calls and texts, and in many places AI-generated voices need prior express consent. Our outbound calls are made by people.
Regulated products
Some products, such as government health plans, follow their own marketing rules. We plan these campaigns with your compliance review.
Questions from insurance agencies
Do you sell insurance leads?
No. We run your agency’s own marketing and follow-up. Your leads are never shared or resold.
Can you cross-sell without being pushy?
Yes. We lead with a free coverage review, and your licensed agents decide what is suitable.
Do you handle personal and commercial lines?
Yes. Campaigns, qualifying questions and timing differ for each, and we plan them separately.