Carrier and client noise, answered.
It reads what landed and hands you the certificate list, the follow-up, or the answer.
Renewals and submissions, on a timer.
Say it once; it runs every day, and nothing leaves without your sign-off.
A submission tracker, built to spec.
Describe the columns; it assembles the live tracker on your home screen.
Questions, answered plainly.
No, and it won’t claim to be. It does not rate, quote, or generate ACORD forms, and it isn’t an agency management system. It handles the email, the COI requests, the submission follow-up and the renewal calendar around whatever systems you already use.
It gives you a 90-day early-warning per renewal with the account’s current coverage, drafts the outreach, and rolls everything into a Monday digest. You approve every send.
It researches current carrier-side practice and cites sources, and tells you to verify in your primary source. Use it to prep, not as the authority.
No. Every draft waits for your one-tap approval.
From $99/mo with a free trial, cancel anytime.