The Problem
Every renewal you miss is a policy someone else writes.
- •Renewals slip past 90/60/30 days because nobody has time to work the list by hand
- •At-risk accounts — non-pay, invalid payment, expiring docs — surface too late to save
- •Monoline clients stay monoline because no one flags the cross-sell
- •COIs, service requests, and tickets pile up in an inbox instead of moving on their own
What We Build
Built for independent agencies.
For agencies of 5–500 seats on AgencyZoom, EZLynx, and HawkSoft. Everything runs inside the AMS you already have.
Renewal & Retention Engine
Every policy touched at 90, 60, and 30 days. Rates re-shopped before the client thinks to shop them, at-risk policies caught the same hour, and monoline clients rounded out at renewal.
See how it works →Quote Follow-Up Sequence
You already paid the rater time and the underwriting back-and-forth. Every unbound quote gets chased until it binds or closes itself out on the record.
See how it works →Review & Referral Loop
Realtors, mortgage brokers, and dealers are your pipeline. They stay warm on a sequence instead of going quiet the month nobody had time to check in.
See how it works →retention lift — relative, measured on your book vs. your baseline
of manual renewal and service work recovered
to live, measured monthly
Case Study
Regional Insurance Agency
The Problem
The agency was manually entering support tickets and routing voicemails and SMS alerts by hand. During high-volume periods, alerts fell through the cracks and response times stretched past 2 hours.
What We Built
An automated alert processing system that routes incoming SMS and voicemail notifications instantly — no manual ticket entry, no sorting through inboxes. Each alert is categorized and delivered to the right person within seconds.
The Result
Manual ticket entry dropped to zero. Alert response time went from hours to under 5 minutes. The team reclaimed more than 10 hours per week that had been spent on inbox triage.
Pilot from $4,500.
The Renewal & Retention Engine ships as a fixed-scope build from $4,500, live in 2–3 weeks and billed by milestone. Ongoing maintenance runs $1,200–$1,500/mo, month-to-month. Want a smaller first step? The $2,500 Quote Follow-Up Sequence goes live in 14 days.
See full pricing →Built to support TCPA compliance
BlueCrab implements compliance-supporting controls — consent capture, use-case matching, revocation handling, and record retention. Final compliance review rests with your counsel.
Pilot Guarantee
If the pilot doesn't go live as scoped, you don't pay. We bill by milestone, and the final milestone is your system running in your accounts, demonstrated live. No vaporware, no hand-waving.
Ownership Statement
You own everything. All workflows, configurations, and integrations live in your accounts from day one. If we part ways, nothing changes — your automations keep running exactly as they are.