Platform · Quoting & Renewals
Quote in seconds. Retain for years.
Connect your raters once. After that, every lead gets a multi-carrier quote in under 30 seconds — and every renewing client gets a save-attempt before they think about leaving.
Quoting
From form-fill to bound, in one session.
Sub-30s multi-carrier quotes
We hit your raters in parallel and return ranked options before the lead leaves the page.
Pre-filled applications
Address, vehicle VINs, prior coverage — pulled from public data and the lead's intake.
Bind-ready packages
Lead, signed app, supporting docs, decl page — bundled and ready for a producer in one click.
Re-shop on price changes
When a carrier raises rates 90+ days out, we automatically re-quote and surface savings.
Recommended carrier
AI ranks carriers by close probability AND retention, not just lowest premium.
Bundle suggestions
Detect cross-sell opportunities (auto + home, life add-ons) and quote them in the same flow.
Renewals & Retention
Save policies before they lapse.
Risk scoring 90 days out
We flag policies likely to lapse based on rate jumps, life events, prior cancels, and engagement signals.
Personalized save offers
Right intervention for the right reason — re-shop, raise deductible, add discount, or escalate to producer.
Reactivation campaigns
Lapsed clients get a 30/60/90-day reactivation cadence with calculated win-back economics.
Producer hand-off
When AI can't close the save, it briefs your producer with full context and a recommended next move.
67%
reduction in time-to-quote
91%
client retention rate
+18%
avg policy term length
23%
lapsed clients reactivated