The Problem It Solves
Quotes don't get rejected. They go quiet.
- •Producing a quote is the most expensive thing your team does — and you pay that cost whether it binds or not
- •Most quotes that never close were never turned down. Your producer sent it, moved to the next one, and nobody circled back
- •By the time someone follows up, the rate has expired and the prospect already bought somewhere else
- •Nobody can say which quotes are still live, because “follow up” lives in a producer's head instead of in the system
How It Works
Nobody has to remember anything.
01
We watch for the gap
The moment a quote is issued and not bound, the clock starts. No one has to tag it, remember it, or update a status field for the system to know it's live.
02
The follow-up runs itself
Text and email go out on a schedule that reads like a person wrote it — referencing the specific coverage and the actual number they were quoted, with the comparison attached.
03
Live ones hit a producer's desk
When a prospect engages, it becomes a task with full context — what they were quoted, what they asked, what changed. Dead ones close themselves out, so your pipeline stays honest.
What's Included
What gets built.
- Quote-issued and quote-bound detection wired to your AMS or CRM
- Multi-touch follow-up sequence — text and email, written in your voice
- The actual quote comparison attached to every touch
- Rate-expiration warnings before a quote goes stale
- Producer tasks created with full quote context, not just a name
- Automatic close-out on dead quotes so your pipeline reflects reality
- A live view of every quote still in play
Not an agency? Professional-services firms run this same engine on unsigned proposals instead of unbound quotes. Same machine, same problem, same result.
Run Your Own Numbers
You already know what this is worth.
Question One
How many quotes did your team issue last month? Every one of them cost you rater time, carrier back-and-forth, and a producer's attention.
Question Two
How many of those actually bound? The difference is work you paid for in full and collected nothing on.
Question Three
What's your average commission on a bound policy? Multiply it by the quotes that went quiet. That number is what this engine goes after.
We don't need to estimate your ROI in a slide deck. You have the two numbers already, and you can check them again in 30 days.
$2,500. Live in 14 days.
Fixed price, scoped on the call. No audit fee, no discovery retainer, no six-week deck. It runs in your accounts on your tools, and you own it from day one.
See full pricing →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.