For P&C Insurance AgentsReply before the lead calls a competitor.
Quotes, renewal emails, and client check-ins drafted in seconds, plus an AI assistant that answers prospective-client questions instantly on your own website and captures quote requests around the clock.
50-80% of insurance leads never get a follow-up call at all; agents replying within 5 minutes are 100x more likely to make contact than those waiting 30 minutes.
or $139/mo billed annually
- ✓ AI widget for your own website — instant replies, 24/7
- ✓ Insurance quote request capture, no back-and-forth
- ✓ All 12 tools below
- ✓ Leads dashboard so no inquiry falls through the cracks
Cancel anytime from your account page.
Everything included
Quote Generator
Professional line-item quotes you can export as PDF.
Follow-up Email Generator
The perfect nudge after a call, demo, or proposal.
Referral Request Email Generator
Low-pressure email asking a happy customer for a referral.
Renewal Email Generator
Proactive renewal outreach that reinforces value before the ask.
Client Check-in Email Generator
Proactive status update email to keep clients in the loop.
Discovery Call Questions Generator
Qualifying questions to uncover budget, pain, and timeline.
Testimonial Request Email Generator
Ask a happy client for a testimonial without being awkward.
Cold Email Generator
High-reply-rate cold outreach with subject line options.
Upsell/Cross-sell Email Generator
Email pitching an upgrade or complementary product to an existing customer.
NPS Survey Question Generator
Net Promoter Score survey with well-crafted follow-up questions.
Customer Satisfaction (CSAT) Score Calculator
CSAT percentage from survey response counts.
Late Payment Reminder Generator
Firm-but-professional reminder for an overdue invoice.
How the widget works
- 1. Subscribe, and we generate a unique embed snippet for your account.
- 2. Paste one line of code into your own website (Wix, Squarespace, WordPress, or plain HTML).
- 3. A chat bubble appears on your site that answers prospective-client questions and offers to request a quote.
- 4. Every conversation and insurance quote request lands in your Leads dashboard, so you follow up personally.