FOR INDEPENDENT P&C AGENCIES

Stop letting valuable quotes go cold.

Bring accountability to commercial quote follow-up and renewal workflows without replacing your agency management system.

Request an assessment ↗Explore the pilot ↓

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REVENUE CATCHERS / INSURANCE AGENCIESBuilt for your business.

THE CHALLENGE

A good submission should never disappear into a forgotten follow-up queue.

Designed for: Independent commercial-lines P&C agencies with 5–25 staff and multiple producers.

THE QUESTION WE START WITH“What happens to a quote when a prospect has not responded after five business days?”

FIRST 30 DAYS

What we put in motion

✓Review stale quote and renewal task queues
✓Deploy one approved quote follow-up sequence
✓Escalate coverage questions to licensed producers
✓Report pipeline movement and outcomes weekly

One location. One primary workflow. Weekly review. Clear ownership.

WHAT WE MEASURE

Proof over promises.

We establish a baseline and track progress through the 30-day pilot. Financial outcomes depend on your opportunity volume, team, and market.

↗Quotes reactivated

↗Follow-up completion

↗Submissions advanced

↗Verified bound business

Not included: Unlicensed coverage advice, binding decisions, carrier system replacement, unlimited outreach, complex integrations. Third-party usage and complex integrations may require separate fees.

client · 30-DAY PILOT

One focused workflow.
Real accountability.

$1,500/month

One-time setup$1,000

First-month total$2,500

✓ Workflow assessment and setup
✓ Staff handoff and approved follow-ups
✓ Weekly performance review
✓ 30-day outcome assessment

Discuss the founding offer ↗Paid pilot. Final scope and terms agreed in writing.

NEXT STEP

Let's see if the numbers work.

Start with a short assessment of your current workflow. We only recommend a pilot when the opportunity appears commercially meaningful.