Your producers hate chasing renewals.
The Automated Renewal Engine for Independent Agencies
POWERING THE ECOSYSTEM OF TITLE, INSURANCE & REAL ESTATE:
The 'Silent Killer' of Agency Growth
You spend thousands acquiring new clients. But every month, a percentage of your book walks out the back door because of a rate hike or a missed conversation. You are leaving 30% of your LTV on the table.
Watchdog
Automatically texts clients 30 days before expiration to check for life changes (new roof? new car?) that trigger premium reviews.
Safety Net
Instantly texts missed calls so prospects don't call the next broker on Google.
Booking Agent
Books confirmed appointments on your producer's calendar. No phone tag.
THE ARCHITECT BEHIND THE ENGINE
Host of EPIC Plans | The Recurring Revenue Podcast | Author of The Felix Trust Series
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