An insurance agent or a brokerage lives on two things that demand consistency: prospecting and renewing. We take both on: prospecting with judgment, an immediate answer to every inquiry, quotes and contracts straight from the conversation, and renewal follow up that does not depend on somebody remembering.
Social Selling on LinkedIn for the business segment, plus email and WhatsApp campaigns to your book, with your criteria.
Applications captured through the conversation, proposals in your format and contracts with electronic signature with evidentiary value.
Expiration dates with automatic, empathetic follow up, reminders and a record of every contact.
Policies, expiration dates and opportunities per agent, with weekly analysis.
Every expiration date has its follow up sequence and its owner.
The policyholder data and the risk data are captured once, in the conversation, and travel to the proposal and to the contract.
My Genome defines how every product is presented and how objections are handled.
Encryption, isolation and signed data processing agreements.
Lines of business, carriers, book and renewal process.
Stages per line of business, application forms, templates and renewal sequences.
Prospecting, care, quoting, renewals and a weekly report.
The system runs your commercial and care layer; issuing stays with the carrier. Where an integration exists, it connects.
Yes. It is exactly the structure an independent agent cannot hire as positions.
Encryption, isolation between clients, Vault Mode and signed confidentiality agreements.
No piece works alone. Three combinations that add up with what you just read, and why.
Dozens of use cases, one single operation: hybrid when your team wants to decide, autonomous when it does not need to.
You choose how much the system runs and how much your people run, case by case. It all runs to the same standard and leaves the same record.
Schedule a discovery session with your Account Director. Proposal in 24 hours.
Setup in hours · Zero consultants · Operating from your first login