For insurance agencies & brokerages
Write more policy coverage. Streamline agency paperwork.
24/7 AI lead qualification, secure client onboarding for document collection, and automated policy renewal reminders that protect your book of business.
The week we keep hearing about from practices
Inbound leads go cold before qualification
A prospect requests an auto or home quote online. Chasing them down to collect vehicle and housing details manually takes days.
Chasing clients for signed documents
Collecting driver's records, prior policies, and signed signatures requires constant email nagging from brokers.
Policy renewals slip through cracks
Clients let policies lapse because they weren't contacted before the renewal date, reducing agency retention and commissions.
What we automate for you
24/7 AI lead qualification
The moment a prospect inquires, they receive a text collecting vehicle, home, or business details, preparing the file for broker pricing.
Leads qualified in under 4 minutes
Zero-touch broker onboarding
Prospects upload documents via a secure link; files are organized into agency systems automatically, with e-sign requests.
Save 45 minutes of broker admin/file
Automated renewal campaigns
Spaced reminder campaigns trigger 30, 15, and 5 days before policy renewals, offering quick renewal or adjustment calls.
Increase policy retention by 15%
A recent build like yours
Independent insurance brokerage, Hamilton - anonymized for client privacy
The problem: Brokers spent 6 hours/week chasing prior policy details and signatures; renewal letters were sent manually via post.
The build: Automated text qualification sequences and secure document upload templates integrated with HubSpot CRM.
Policy renewal rates increased by 15%
What it costs
No hourly billing, no open-ended retainers. You always know the number before we build.
Custom build
Typical engagements run $7,500 - $25,000
Scoped and quoted after your audit, with monitoring and support from $1,500/month. You approve the scope before anything is built.
PIPEDA/PHIPA-aware data handling. No patient or client records touch our systems without a signed agreement, and we work inside your existing tools wherever possible.
Questions insurance agencies & brokerages ask us
Does this work with HubSpot, Salesforce, or Applied Epic?
Yes. We integrate with major CRMs and agency management platforms like Applied Epic, Salesforce, and HubSpot to keep files synced.
How secure is document collection for client records?
Extremely secure. All uploads use SSL encryption and move directly to your secure agency cloud folders. We do not store client files.
What does an agency build cost?
Custom insurance builds typically run $7,500 to $25,000 depending on scope, with support from $1,500/month. The initial audit is free.
Can the lead responder draft quick quotes?
Yes. We can integrate the lead collector with rating APIs to present estimated premium ranges before booking broker calls.
Find out what insurance agencies & brokerages get back from automation.
A free 30-minute audit. You leave with three automation ideas sized to your business - whether you hire us or not.
Not ready to talk? Grab the free Automation Opportunities Checklist - 25 tasks your business can stop doing by hand.
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