AI system that monitors your pipeline 24/7 and prevents revenue leakage for insurance agencies
Quote Sent
AMS / CRM
Client Replies
Outlook / Gmail
Notes Added
Slack Channel
Manually hunting across 3+ systems to find context.
2-3 Hrs Wasted DailyContinuously reads context, identifies dying deals, and prepares actions.
24/7 Monitoring
Context-aware alerts sent directly to your team.
Routes the right work to the right person. No hunting. No waiting.
Daily Digest - 8:00 AM
Good morning Sarah,
Your AI monitors 47 active deals continuously. Here's what needs attention today:
Context
Send personalized follow-up addressing flood coverage comparison and State Farm pricing.
All email drafts and priority actions in one place
Real-Time Alerts - As Deals Stall
Hi Sarah, your Johnson Commercial quote ($45k) has been stalling for 5 days.
Call him today about flood coverage comparison.
Weekly Pipeline Health - Every Monday
Delivered via email, Microsoft Teams, or Slack - however your team works
Hi John,
Since you're comparing options for your downtown property, I pulled together a side-by-side showing how our coverage would save you $8,400 annually while increasing your flood protection by $2M.
State Farm's standard policy doesn't include the civil unrest and flood riders specific to your area - ours does at no additional cost.
Given your March 15 renewal, we'd need to finalize by Feb 1 to complete underwriting without a gap.
Want to walk through the coverage differences on a quick call this week?
Best,
Sarah
30-day money-back guarantee if you're not satisfied.