Win the quote. Keep the policy.
We reply to every quote request in under 60 seconds and collect what you need to quote. Then we follow up on every unsold quote, track every X date, and work your renewals and late payments so your book stops leaking. You quote, you sell, you advise. We handle everything around it.
Independent and captive agencies · Personal auto · Home, renters and umbrella bundles · English and Spanish
Auto is a volume game. Every small leak gets multiplied.
Thin commissions mean you win on volume and retention. These are the 9 places agencies lose both, and each one has a fix that runs without your team.
Quote requests answered too late
The shopper filled out 3 or 4 forms. The first agent who replies gets the details, sets the call and frames the price. Everyone else gets voicemail.
Internet leads you never reach
You pay for the lead, dial it 5 times, nobody picks up, and it dies in the CRM. The cost per policy keeps climbing.
Unsold quotes nobody follows up
"Let me think about it." Then nothing. The quote sits in your system while the shopper buys from whoever checked back in.
X dates that slip away
"My policy renews in March." That is a sale with a date on it, and many agencies lose it because nobody calls back 45 days before.
Renewal shock
A rate increase lands, your client starts shopping, and you find out when the cancellation comes in. Switching is at a record high.
Cancellations for nonpayment
A missed payment turns into a pending cancel and then a lost policy. On a midterm cancel, commission on the unearned premium usually goes back too.
Single policy households
One auto policy and nothing else is the easiest client to lose. Home, renters and umbrella never get offered.
Service requests eating selling time
ID cards, proof of insurance, adding a car, payment questions. Your producers spend their day on requests a system could sort and route.
Reviews and referrals left on the table
A client whose claim went well, or who just saved $400, would happily refer a friend. Nobody asks at the right moment.
Your book is only worth what you keep.
In auto, the real money is in renewals: you earn commission every year a policy stays. That makes every lost client more expensive than they look, and they leave for reasons you can see coming.
- A renewal increase arrives and nobody calls before the client starts shopping
- A payment fails and the pending cancel notice sits unread
- They buy a new car, add a teen driver or move, and call whoever answers
- They own a home, but their home policy is with someone else
- They never hear from you between renewals, so they feel no reason to stay
Illustrative numbers. Independent agents often earn 10 to 15% on new auto business and 10 to 12% on renewals; captive schedules differ.
Be the first call before every renewal. Yours and theirs.
For your clients, the system reaches out before renewal, flags rate increases and works late payments the same day. For prospects, it stores every X date and brings them back before their current policy renews.
We don't log into carrier systems. You forward renewal and pending cancel notices, or upload your carrier or agency management system reports, and the system takes it from there.
- 60 days before renewal
A friendly check in: any new cars, drivers or a move? Plus an offer to review discounts.
- 45 days before a prospect's X date
The prospect who said "not now" hears from you first, with a request to requote.
- Renewal increase detected
A proactive message and a call task for you, before the client starts shopping on their own.
- Pending cancel for nonpayment
A save sequence by text and email with a payment link, plus a call task, the same day.
- After every renewal and good claim
A thank you, a review request and a referral ask.
- Monoline households
Home, renters and umbrella offers timed to life events, so one policy becomes a bundle.
Everything around the quote, done every time.
Set up in your agency's name and connected to the CRM or agency management system you already use. You approve every message before it goes live.
Every quote request answered in under 60 seconds
From your agency, day or night, before the other agents on that lead even dial.
Drivers, vehicles, carrier and renewal date
The system collects what you need to quote, so your first call is a quote call, not a fact finding call.
Every unsold quote worked for 12 months
Steady, friendly follow up until they buy, say no or reach their X date.
Prospects back on your calendar on time
Every renewal date captured and acted on 45 days ahead, automatically.
Rate increase and late payment saves
Proactive renewal outreach and same day save sequences on pending cancels.
Home, renters, umbrella and life
Cross sell campaigns that turn single policy households into bundles that stay.
Common requests sorted and routed
ID card, proof of insurance, add a car and payment requests captured with the details and routed to the right person, so nothing waits in a voicemail box.
Asked at the right moment
After a smooth claim, a renewal saving or a new bundle, the ask goes out with a direct link.
Your agency in one dashboard
Speed to quote, quote to close ratio, policies per household, retention and cancellations, by source and producer.
You stay the agent. The system never quotes a price, gives coverage advice or binds a policy. It collects details, books calls, follows up and hands every real conversation to a licensed person on your team.
What is your agency leaking every year?
Move the sliders to match your numbers. Everything updates as you go.
Run it with your real numbers
On a free 20 minute Results Review we go through your lead sources, quote to close ratio and retention, and show you the 1 or 2 fixes worth the most.
Estimates only. The total counts lead spend on unreached requests, one year of commission on half of those requests at your close rate, and one year of commission on the policies you lose. Results vary by carrier, state and lead source.
Compliance first, because one bad campaign can cost more than a year of commission.
Every system is designed around consent, carrier rules for business texting and the wording your agency or carrier requires.
We are not a law firm and this is not legal advice. Confirm your campaigns with your own compliance counsel.
See everything your business is missing, before you spend a dollar.
We run 8 checks on your business and hand you the report, a 10 minute video walkthrough and a 20 minute call. You keep all of it, whether you work with us or not.
- 01Website teardownSpeed, mobile, forms and chat, plus the 5 things costing you leads.
- 02Reputation scanGoogle, Yelp, Facebook, BBB and Trustpilot: rating, volume, recency and replies.
- 03Competitor comparisonYou against your top 3 competitors, side by side.
- 04Speed to lead testWe contact you like a real customer and time every step. Only with your OK.
- 05Social media scoreProfile, content, consistency and engagement, graded and explained.
- 06AI search checkDo ChatGPT, Gemini and Google AI recommend you, or your competitors?
- 07Booking and follow up auditHow a lead moves from first contact to booked, and where it falls out.
- 08SWOT and game planYour top 3 fixes, ranked by how much money each one is worth.
We take 10 diagnoses a week, because each one is done by hand.
Top 3 fixes: reply to every lead in 60 seconds, follow up for 12 months, ask every client for a review.
Choose how much you want us to carry.
Same goal in every plan: more booked appointments and more closed sales from the leads you already have. The difference is who does the work.
Blueprint
For owners with a team that can execute and just needs the plan, the tools and the playbook.
- X date and renewal playbook$400
- Full Growth Diagnosis and SWOT, every quarter$800
- 90 day Game Plan, updated every month$500
- Monthly 60 minute strategy session$750
- AI Business Oracle: an AI expert that knows your business and writes your emails, posts and replies$500
- CRM, calendar and texting platform set up for you$400
- Missed call text back and instant reply installed$500
- Template vault: texts, emails, scripts and campaigns ready to launch$300
- Monthly scorecard report$250
Partner
For owners who want it built and running fast, with a weekly check in that keeps everyone on track.
- Everything in Blueprint$4,400
- Renewal Guard and X Date Engine run for you, in English and Spanish$800
- Weekly 30 minute review call and weekly report$1,200
- AI chatbot on your website and social pages that answers and books$800
- Follow up campaigns built and run for 12 months$1,000
- Scheduling system rebuilt, with confirmations and reminders$500
- Old leads and past customers reactivated every quarter$750
- Review engine: a request after every job$400
- Emails written for you every month$800
- Lists organized and CRM kept clean$300
- Live dashboard$300
- Social content app plus 12 posts a month drafted for you$900
- Website and social page fixes from your diagnosis$600
- AI review of your sales calls with coaching notes$600
Autopilot
For owners who want growth handled end to end, from the first ad to the booked appointment.
- Everything in Partner$13,350
- Agency management system connections and multi office routing$1,000
- Autonomous AI sales agents that hold conversations and book or sell within your rules$2,000
- Done for you ads on Meta and Google (ad spend paid separately)$2,000
- AI search optimization: get recommended by ChatGPT, Gemini and Google$1,500
- Custom CRM, ERP or business app: one build every quarter$2,500
- Social media fully managed$1,500
- We reply to every review on Google, Yelp, Facebook and BBB$500
- Client care: birthdays, anniversaries and value touches$400
- Dedicated success manager and executive reports$1,000
- Monthly diagnosis and competitor intelligence$500
| Compare every feature | WE TELL YOUBlueprint | WE DO IT WITH YOUPartner | WE DO IT FOR YOUAutopilot |
|---|---|---|---|
| Diagnose and plan | |||
| Full Growth Diagnosis: website, reviews, competitors, SWOT | Quarterly | Quarterly | Monthly |
| 90 day Game Plan | |||
| Strategy and review calls | Monthly | Weekly | Weekly + manager |
| Capture every lead | |||
| Missed call text back and instant reply | Installed | Built and run | Built and run |
| AI chatbot for website and social | Templates | Built and run | AI agents that sell |
| Appointments booked on your calendar, with reminders | Set up | Rebuilt and run | Rebuilt and run |
| Follow up and nurture | |||
| Follow up campaigns | Templates | Run for 12 months | Run for you |
| Old lead and customer reactivation | Playbook | Every quarter | Always on |
| Birthdays, anniversaries and value touches | Reminders | Reminders | Automated |
| Emails written for you | AI drafts | Every month | All of them |
| Lists organized and CRM cleaned | Guide | Monthly | Ongoing |
| Reputation and content | |||
| Review requests | Template | Automated | Automated + replies |
| Social media content | Content app | 12 posts a month | Fully managed |
| Website and social page fixes | Fix list | Top fixes done | All fixes done |
| Grow | |||
| AI Business Oracle | |||
| AI sales call review and coaching | · | ||
| Done for you ads (spend separate) | · | · | |
| AI search optimization (AEO and GEO) | · | · | |
| Custom CRM, ERP or app | · | · | 1 per quarter |
| Reports | |||
| Reports | Monthly scorecard | Weekly report | Weekly + executive |
| Dashboards | Basic | Live | Custom executive |
| Your time each week | 3 to 5 hrs | About 1 hr | About 30 min |
Values show what we charge for each service on its own. Your results depend on your leads, prices and team.
Questions agents ask us.
Does the system give prices or quotes?
No. It collects the details you need to quote (drivers, vehicles, current carrier and renewal date) and books the call. Every price, recommendation and bind stays with a licensed person on your team.
I'm a captive agent. Can I use this?
Many captive carriers have rules about outside marketing and texting tools. We give you a written summary of the system and every message so you can get your carrier's approval before we go live.
Does it work with my agency management system?
We connect to the CRM and agency management system you already use where they allow it, through integrations or regular exports. If you don't have a CRM, we set one up.
Can it text my internet leads?
Only leads with valid consent to be texted. We check what consent your lead vendor captured and set the campaigns to match. Leads without it get email and call tasks instead.
How does it reduce cancellations?
By reminding clients before payments are due, reaching out before renewals with rate changes, and starting a same day save sequence when you forward a pending cancel notice. No system can stop every cancellation, but finding out the same day gives you a real chance to save it.
Can messages go out in Spanish?
Yes. Clients can get messages in English or Spanish, and Spanish speaking leads route to your bilingual producers.
What if it does not work?
We agree on measurable targets before we start, like speed to first reply and quote calls booked. If we miss them, we keep working at no charge until we hit them.
Get your free Growth Diagnosis.
Book a 20 minute call. We run all 8 checks on your business first, then walk you through what we found and your top 3 fixes, whether you work with us or not.
Run the calculator first