Quote Faster. Renew Smarter. Retain More.

Independent insurance agencies lose 15% of policies at renewal every year — that's six figures in commissions walking out the door. Our AI agents collect quotes, remind clients before renewal, and surface cross-sell opportunities automatically.

Key features

At a glance

Industry
Insurance
Case study
Shield Insurance Group: 82% → 97% policy retention rate in 6 months
Delivery
14 days

FAQ

Does it integrate with AMS360 / Applied Epic / EZLynx?

Yes — we integrate with all major agency management systems.

Can it quote directly?

The agent collects all necessary information and routes it for quoting. Binding authority stays with your licensed staff.

What about carrier appointments?

The agent respects your appointed-carrier matrix and only presents options from your active carriers.

Is it compliant with state regulations?

Configured per state. We flag anything that requires a licensed agent's direct involvement.

How much lift should I expect?

10–20% retention improvement is typical, with additional revenue from cross-sell opportunities.