01Ask
Carrier noise in. Plain answers out.
Bulletins, claims threads, COI requests — it reads what landed and hands you the answer, or the draft.
“What does this carrier bulletin change for my book?”
“Draft the claims status update for this policyholder.”
“Pull every COI request from this week.”
02Automate
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.
“30 days before any renewal, draft the outreach and remind me.”
“Alert my phone when a claims email lands, and draft the acknowledgment.”
“Friday wrap-up: every unanswered policyholder email, every open claim.”
03App
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.
“Build a renewals dashboard: policy, carrier, renewal date, status, and a one-tap 'send reminder' button per row.”
Start freeFree for a week. No card. Nothing sends without your say-so.