Stop running the same plays in your CRM by hand.
Pre-built workflows for lead triage, document collection, renewal cadences, retention saves, and policy review prep — wired into HubSpot, Salesforce, AgencyZoom, EZLynx, or our CRM.
If a producer is doing it more than once a week, we automate it.
Lead triage
Score, route, and assign every new lead in seconds — based on geography, line, and producer load.
Document collection
Auto-request decl pages, photos, ID. Reminders escalate until you have what you need to bind.
Renewal cadences
90/60/30 day touchpoints across email, SMS, and voice — personalized per policyholder.
Retention saves
Detect cancellation signals (rate jumps, lapses, address changes) and trigger the right intervention.
Review prep
Auto-build a one-page brief before every policy review — claims, savings opps, cross-sell hooks.
Custom workflows
Drag-and-drop builder for your agency's playbook. No engineers required.
- 1T-90 days · Email: 'Your renewal is coming up — want us to shop carriers?'
- 2T-60 days · SMS if no response · 2 quote options included
- 3T-45 days · AI voice call: confirm interest, capture decl page
- 4T-30 days · Producer hand-off if intent ≥ 70, else nurture
- 5T-7 days · Final email + auto-renew if no opt-out
Map your CRM to ours in 30 minutes.
We'll show you which 4 workflows your agency would benefit from first.