Grow Your Insurance Agency without Growing Your Workload
Build a more profitable agency with our AI-driven marketplace that connects you with qualified leads, automates routine tasks, and helps you close more deals in less time.
Grow Your Insurance Agency without Growing Your Workload
Build a more profitable agency with our AI-driven marketplace that connects you with qualified leads, automates routine tasks, and helps you close more deals in less time.
How it works
How it works
The Platform That Powers Growth
Our intelligent insurance marketplace streamlines every step from lead generation to closed policy, helping agents close more deals, reduce overhead, and deliver a better customer experience at scale.
Intent Scoring
We analyze prospect behavior and engagement patterns to score their purchase intent, helping you prioritize leads most likely to convert
Real-Time Engagement
The moment a high-intent prospect is identified, our system triggers personalized outreach through their preferred communication channels.
Data-Driven Optimization
Gain valuable insights from comprehensive analytics to continuously refine your approach and maximize conversion rates.
Seamless Policy Conversion
Close deals faster with streamlined application processes and integrations that reduce friction and enhance the customer experience.
Intent Scoring
We analyze prospect behavior and engagement patterns to score their purchase intent, helping you prioritize leads most likely to convert
Real-Time Engagement
The moment a high-intent prospect is identified, our system triggers personalized outreach through their preferred communication channels.
Data-Driven Optimization
Gain valuable insights from comprehensive analytics to continuously refine your approach and maximize conversion rates.
Seamless Policy Conversion
Close deals faster with streamlined application processes and integrations that reduce friction and enhance the customer experience.
Benefits
Benefits
Tailored for Your Success
Eliminate tedious tasks and focus on what matters - building relationships and closing deals.
Faster Sales Cycles
Our intelligent platform accelerates the entire insurance sales process, enabling agents to close deals 3x faster than traditional methods.
Automated Follow-Ups
Real-Time Notifications
Streamlined Workflows
Faster Sales Cycles
Our intelligent platform accelerates the entire insurance sales process, enabling agents to close deals 3x faster than traditional methods.
Automated Follow-Ups
Real-Time Notifications
Streamlined Workflows
Faster Sales Cycles
Our intelligent platform accelerates the entire insurance sales process, enabling agents to close deals 3x faster than traditional methods.
Automated Follow-Ups
Real-Time Notifications
Streamlined Workflows
Lower Cost of Acquisition
Experience rapid ROI with payback after just 3-4 sales per agent. Our targeted lead generation and intent scoring dramatically reduce customer acquisition costs making your marketing budget work harder and more efficiently.
Lower Cost of Acquisition
Experience rapid ROI with payback after just 3-4 sales per agent. Our targeted lead generation and intent scoring dramatically reduce customer acquisition costs making your marketing budget work harder and more efficiently.
Lower Cost of Acquisition
Experience rapid ROI with payback after just 3-4 sales per agent. Our targeted lead generation and intent scoring dramatically reduce customer acquisition costs making your marketing budget work harder and more efficiently.
Only pay for High Qualified Leads
Convert More Leads through Automation
Maximize Engagement & Response Rate
Stronger Retention & Upsell
Never miss an opportunity to deepen customer relationships. Our event-triggered journeys automatically engage clients at critical moments—policy anniversaries, life changes, or market shifts—increasing lifetime value and driving expansion revenue through cross-selling and upselling.
Intelligent Policy Anniversary Reminders
Life Event Detection
Portfolio Analysis Automation
Stronger Retention & Upsell
Never miss an opportunity to deepen customer relationships. Our event-triggered journeys automatically engage clients at critical moments—policy anniversaries, life changes, or market shifts—increasing lifetime value and driving expansion revenue through cross-selling and upselling.
Intelligent Policy Anniversary Reminders
Life Event Detection
Portfolio Analysis Automation
Stronger Retention & Upsell
Never miss an opportunity to deepen customer relationships. Our event-triggered journeys automatically engage clients at critical moments—policy anniversaries, life changes, or market shifts—increasing lifetime value and driving expansion revenue through cross-selling and upselling.
Intelligent Policy Anniversary Reminders
Life Event Detection
Portfolio Analysis Automation
Enterprise Grade Compliance
Rest easy knowing your growth strategy aligns with industry regulations. Our platform is built from the ground up with privacy laws and compliance rules in mind, protecting your agency from compliance risks while maintaining aggressive growth.
Enterprise Grade Compliance
Rest easy knowing your growth strategy aligns with industry regulations. Our platform is built from the ground up with privacy laws and compliance rules in mind, protecting your agency from compliance risks while maintaining aggressive growth.
Enterprise Grade Compliance
Rest easy knowing your growth strategy aligns with industry regulations. Our platform is built from the ground up with privacy laws and compliance rules in mind, protecting your agency from compliance risks while maintaining aggressive growth.
Only pay for High Qualified Leads
Convert More Leads through Automation
Maximize Engagement & Response Rate
Are you ready to convert more leads into customers?
Join forward-thinking agencies already benefiting from our innovative marketplace. Schedule a demo today to see how we can help you grow your business while delivering a better customer experience.
Are you ready to convert more leads into customers?
Join forward-thinking agencies already benefiting from our innovative marketplace. Schedule a demo today to see how we can help you grow your business while delivering a better customer experience.
Are you ready to convert more leads into customers?
Join forward-thinking agencies already benefiting from our innovative marketplace. Schedule a demo today to see how we can help you grow your business while delivering a better customer experience.
Integrations
Integrations
CRM integrations with Make, Zapier & more
Our platform integrates with many tools thanks to the following integrations: API, Webhooks, Zapier, Pabbly, and more.
FAQs
FAQs
Frequently Asked Questions
How quickly can we expect to see results after implementing your platform?
Most agencies begin seeing measurable improvements in their sales cycle within the first 60 days, with full ROI typically achieved after just 3-4 sales per agent.
Does your platform integrate with our existing CRM and policy management systems?
Yes. Our platform is designed with flexible API connections that allow for seamless integration with most major CRM systems, policy management software, and other insurance industry tools. We'll work with your team to ensure smooth implementation with your existing tech stack.
How does your compliance framework handle different state insurance regulations?
Our platform is built with a comprehensive compliance engine that accounts for variations in state regulations, including specific marketing rules. The system automatically adjusts communication parameters based on jurisdiction to help keep your agency protected.
What kind of training and support do you provide during onboarding?
We offer comprehensive onboarding including personalized training sessions, access to our knowledge base, and dedicated support from our customer success team. Most agencies are fully operational within 1-2 weeks.
How does your intent scoring system identify high-quality leads?
Our proprietary intent scoring algorithm analyzes multiple data points including browsing behavior, engagement patterns, demographic information, and historical conversion signals to identify prospects most likely to convert, allowing your agents to focus on the highest-value opportunities.
Can we customize the automated communication sequences?
Absolutely. While we provide proven templates as starting points, all outreach sequences can be fully customized to match your agency's voice, sales approach, and specific insurance products.
How is pricing structured for your platform?
We offer flexible pricing models based on agency size and specific needs. Most clients choose our performance-based model where costs are directly tied to results, ensuring alignment between our success and yours.
What security measures do you have in place to protect sensitive customer data?
We implement enterprise-grade security protocols including end-to-end encryption, regular security audits, and strict access controls. Our platform is fully compliant with industry data protection standards to safeguard both your business and customer information.
How quickly can we expect to see results after implementing your platform?
Most agencies begin seeing measurable improvements in their sales cycle within the first 60 days, with full ROI typically achieved after just 3-4 sales per agent.
Does your platform integrate with our existing CRM and policy management systems?
Yes. Our platform is designed with flexible API connections that allow for seamless integration with most major CRM systems, policy management software, and other insurance industry tools. We'll work with your team to ensure smooth implementation with your existing tech stack.
How does your compliance framework handle different state insurance regulations?
Our platform is built with a comprehensive compliance engine that accounts for variations in state regulations, including specific marketing rules. The system automatically adjusts communication parameters based on jurisdiction to help keep your agency protected.
What kind of training and support do you provide during onboarding?
We offer comprehensive onboarding including personalized training sessions, access to our knowledge base, and dedicated support from our customer success team. Most agencies are fully operational within 1-2 weeks.
How does your intent scoring system identify high-quality leads?
Our proprietary intent scoring algorithm analyzes multiple data points including browsing behavior, engagement patterns, demographic information, and historical conversion signals to identify prospects most likely to convert, allowing your agents to focus on the highest-value opportunities.
Can we customize the automated communication sequences?
Absolutely. While we provide proven templates as starting points, all outreach sequences can be fully customized to match your agency's voice, sales approach, and specific insurance products.
How is pricing structured for your platform?
We offer flexible pricing models based on agency size and specific needs. Most clients choose our performance-based model where costs are directly tied to results, ensuring alignment between our success and yours.
What security measures do you have in place to protect sensitive customer data?
We implement enterprise-grade security protocols including end-to-end encryption, regular security audits, and strict access controls. Our platform is fully compliant with industry data protection standards to safeguard both your business and customer information.
How quickly can we expect to see results after implementing your platform?
Most agencies begin seeing measurable improvements in their sales cycle within the first 60 days, with full ROI typically achieved after just 3-4 sales per agent.
Does your platform integrate with our existing CRM and policy management systems?
Yes. Our platform is designed with flexible API connections that allow for seamless integration with most major CRM systems, policy management software, and other insurance industry tools. We'll work with your team to ensure smooth implementation with your existing tech stack.
How does your compliance framework handle different state insurance regulations?
Our platform is built with a comprehensive compliance engine that accounts for variations in state regulations, including specific marketing rules. The system automatically adjusts communication parameters based on jurisdiction to help keep your agency protected.
What kind of training and support do you provide during onboarding?
We offer comprehensive onboarding including personalized training sessions, access to our knowledge base, and dedicated support from our customer success team. Most agencies are fully operational within 1-2 weeks.
How does your intent scoring system identify high-quality leads?
Our proprietary intent scoring algorithm analyzes multiple data points including browsing behavior, engagement patterns, demographic information, and historical conversion signals to identify prospects most likely to convert, allowing your agents to focus on the highest-value opportunities.
Can we customize the automated communication sequences?
Absolutely. While we provide proven templates as starting points, all outreach sequences can be fully customized to match your agency's voice, sales approach, and specific insurance products.
How is pricing structured for your platform?
We offer flexible pricing models based on agency size and specific needs. Most clients choose our performance-based model where costs are directly tied to results, ensuring alignment between our success and yours.
What security measures do you have in place to protect sensitive customer data?
We implement enterprise-grade security protocols including end-to-end encryption, regular security audits, and strict access controls. Our platform is fully compliant with industry data protection standards to safeguard both your business and customer information.
Grow your business
Save time, close more deals
Agents spend +40% of their time on administrative tasks, not anymore, focus on closing deals.
Grow your business
Save time, close more deals
Agents spend +40% of their time on administrative tasks, not anymore, focus on closing deals.
Grow your business
Save time, close more deals
Agents spend +40% of their time on administrative tasks, not anymore, focus on closing deals.