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
The Renewal & Retention Engine.
One system that works your book the way a great account manager would — every day, on every policy, without dropping one. Built for independent agencies (5–50 seats) on AgencyZoom, EZLynx, and HawkSoft.
- 90/60/30-day renewal touches — email and SMS, personalized per policy line
- Same-hour outreach on at-risk policies — non-pay, invalid payment, expiring docs
- Cross-sell triggers for monoline clients
- COI generation and tracking
- Service-request → ticket automation
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 pilot from $4,500, live in 2–3 weeks and billed by milestone. Ongoing maintenance runs $1,200–$1,500/mo, month-to-month. Every engagement starts with a $1,500 Automation Audit, credited toward your pilot.
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.