Carrier noise in. Plain answers out.
Bulletins, claims threads, COI requests — it reads what landed and hands you the answer, or the draft.
The renewal calendar that runs itself.
The outreach drafts itself a month early. The claims acknowledgment is ready before you open the email. Friday closes with a clean book.
A renewals dashboard built by describing it.
Tell it what you want to see. It assembles the live dashboard — policy, carrier, date, status — with one-tap action buttons.
Questions, answered plainly.
It handles the admin around your book. Inside your Gmail and Calendar it runs a daily triage that separates client, carrier and claims threads, drafts client and claims-status replies for your approval, and keeps your renewal calendar visible. Start the same day — no demo.
Yes — that’s a core automation. It sends a 60-day renewal early-warning with the client’s current coverage and what to revisit, plus a Monday book-of-business digest of upcoming renewals, open claims and where to push.
No, and it won’t claim to be. It does not quote, rate, or underwrite, and it isn’t an agency management system. It handles the follow-up, the renewal calendar, and the client communication around whatever tools you already use.
It researches current carrier-side practice and gives you citations — and it’s built to tell you to verify in your primary source rather than quote policy language from memory. Use it to prep, not as the final authority.
No. Every drafted email and outbound action waits for your one-tap approval.
Plans start at $99/mo with a free trial — no card to start, no annual contract, cancel anytime.