For Commercial & Independent Agencies

The "Set & Forget"
Renewal Engine.

You bind the policy today. The system handles the next 12 months.It automatically logs commissions, nurtures the client via email, and wakes up your agent exactly 30 days before expiration.

View Agency Pricing
Insurance Automation Dashboard

Automated Onboarding

When a lead enters the "Quote Needed" list, they automatically receive a "Welcome to the Agency" drip campaign. No manual entry.

The "Missing Info" Chaser

Need a driver's license copy? Drag the card to "Missing Info." The system emails the client every 48 hours until they reply.

The Renewal Alarm

11 months later, the system wakes up. It emails the client to schedule a rate review and alerts your agent to prep the file.

See It In Action

Here is a real example of how Sarah (Agency Owner) handles a new quote request using ALL.

Step 1: The Trigger

New Lead Arrives

A prospect named "Mike" fills out a quote form on Sarah's website at 7:30 PM (after hours).

The System Acts

Instant Engagement

The SeLL Engine instantly emails Mike: "Received your info, Mike! I'm reviewing it now and will have a quote by 10 AM."

Step 3: The Close

Sarah Binds the Deal

Sarah calls Mike. He is impressed by the quick response. She binds the policy and drags his card to the "Bound" column.

The Retention Loop

Customer Appreciation

For the next 11 months, Mike automatically receives quarterly "Home Safety Tips" and "Appreciation" emails from Sarah. He never forgets her name.

1 Year Later

The Renewal Auto-Pilot

11 months later, the System emails Mike: "Your renewal is coming up. Let's review." It also creates a "URGENT" task for Sarah to call him.

Included Templates

We install 12+ pre-written emails & texts into your system tailored for Agencies.

Phase 1: The Chase
  • 1. Instant Quote Acknowledgement
  • 2. "Reviewing Your Info" (Personal)
  • 3. "Missing Driver Info" Chaser
  • 4. "Quote Ready" Notification
Phase 2: Onboarding
  • 5. Welcome to the Agency
  • 6. How to File a Claim
  • 7. Download Our App / Portal
  • 8. Cross-Sell: "Bundle & Save?"
Phase 3: Retention
  • 9. 6-Month Policy Review
  • 10. Birthday / Holiday Greetings
  • 11. Referral Request ($25 Gift Card)
  • 12. Annual Renewal Alert (90 Days Out)
Compliance Features
  • DNC (Do Not Call) List Logic
  • SMS "STOP" Opt-Out Handler
  • Unsubscribe Footer Sync