Agency Automation

For your entire client life cycle


New Business Automation: Use analytics and artificial intelligence to create workflow automations from pre-sale to during the policy life cycle through remarket, and win-back lost clients.

  • Welcome kits for new clients to educate and inform them about all your agencies products and services. 
  • Offer cross sale and account round opportunities throughout the year for birthdays, holidays, and added lines of coverage.

Win-Back Automation: Automatically identify clients that cancelled or moved their insurance for an opportunity to requote and win-back their business. Long term nurture campaigns, with prescheduled follow ups based on cancellation date or policy x-date.


Marketing Automation

 Take new webform lead opportunities from pre-sale to application within our Odoo CRM using email templates, SMS messages, and phone call queues to make the most of every opportunity.

Customized email, and SMS templates for personal lines, commercial lines, or health and life insurance lead opportunities.

Assign leads to the right agent or pools of agents to get the highest close ratio on specific lines of business.​

Policy Renewals

Identify your most profitable clients as well as the highest risk renewals based on rate increases, claims, service requests and payment history to track and manage your renewals and increase policy retention and identify cross sale opportunities.

Account Round

Identify account round opportunities and use email automation to pre-qualify clients.

Personal Lines: Home no Auto, Auto no Home, EQ, Flood, Umbrella, Toys, Life, Health, Medicare, etc.

Commercial: GL, Work Comp, Commercial Auto, Group Benefits, etc.