From quote request to closed policy. Faster.
The challenges you face every day.
Slow Quote Response
A lead submits a quote at 7 PM. You see it at 9 AM. They already have 3 other quotes.
Long Sales Cycles
Insurance is not an impulse buy. Leads need nurturing for weeks. But who has time to follow up with 200 prospects?
Policy Renewal Gaps
Clients forget to renew. They shop around. You lose accounts you have had for years.
Everything your business needs.
Instant quote follow-up within 3 minutes
Multi-step nurture sequences for long sales cycles
Policy renewal reminders and re-engagement
Review automation for trust building
Referral programs for existing policyholders
“Response time went from 4 hours to 3 minutes. Our close rate doubled in 60 days.”— Tom W., Secure Insurance Agency
"Quote requests used to come in on Friday at 5pm and sit until Monday. Now the bot grabs the basics, the system calls them back inside ten minutes, and I close way more on the first call."
Revenue Engine $1,197/mo
$1,197/mo · $1,497 Setup
For insurance practices that need every inquiry handled like a real receptionist. Includes everything in Growth plus the 24/7 receptionist and database reactivation campaigns that bring past patients and clients back through the door.
- ✓24/7 Receptionist — answers 24/7, qualifies the call, books the appointment, texts you the summary
- ✓Database Reactivation — automated SMS + email campaigns that re-engage lapsed patients/clients and refill the schedule
- ✓Everything in Growth — Smart-Site, missed-call text-back, review automation, website + text chat, and full nurture sequences
Ready to close more policies?
Book a free strategy call and see exactly how the system works for your industry.
Book a Strategy Call →Questions business owners ask us.
How fast can I respond to a new quote request?
A quote request that comes in at 7 PM gets an automatic reply within about three minutes, any hour of the day. The system grabs the basics and calls or texts the prospect back fast, so you reach them before the three other agents they messaged do.
How do you follow up on quotes that go cold?
Insurance is not an impulse buy, so leads get a multi-step text and email nurture that runs for weeks without you lifting a finger. Prospects who were not ready on day one stay warm until they are, instead of slipping through the cracks.
Will this remind clients about renewals and cross-sell?
Yes. Automatic renewal reminders go out before policies lapse so clients do not shop around, and the same system flags cross-sell and referral opportunities in your book. It runs alongside your carrier and rating tools, not in place of them.
What does it cost?
Agencies that want every quote handled like a real receptionist start on the Revenue Engine plan at $1,197/mo. Growth is $597/mo and a starter Smart-Site is $197/mo. Every plan carries our 30-Day Lead Recovery Guarantee: if we do not have you deployed in 30 days, your second month is free.