More quotes.
More bundles.
The marketing team built for independent insurance agencies. Quote requests get answered in seconds, renewal reviews keep clients from shopping, and every auto client hears about home, life and umbrella.
Quote Line
New leadAuto + home quote
- Drivers
- 2 adults, 1 teen
- Vehicles
- 3
- Town
- Concord
- Booked
- Review call, Tue 11 AM
Cross-Sell
Auto-only clients
- Texted about bundling640
- Quotes requested74
- Policies written31
Renewal Review
60 days before renewal
Rate check scheduled
What lands on your phone (example)
What holds most independent insurance agencies back
Quote shoppers move fast
People request quotes from several places at once and go with whoever responds first.
Clients leave at renewal
When rates go up, clients shop online and leave without a conversation.
One-policy households
Most clients only have one policy with you, and their home or life coverage is somewhere else.
Hard to stand out
Big carriers spend billions on ads, and local agents need to win on service.
What we do for independent insurance agencies
Our core services come first, because they're what we do best. The rest are built specifically for independent insurance agencies. Every plan is personalized, so you pick what you need.
Outreach
Our team does the outreach for you, calling and emailing the local partners, past customers and businesses that can send you steady work. Real conversations, not spam.
Core service
AI Receptionist
An AI receptionist answers your calls 24/7, sounds like a real person, answers questions about your services, and never lets a customer hit voicemail.
Core service
Lead Qualifying & Calendar Booking
We qualify every lead for you. The AI asks the right questions, filters out the tire-kickers, and books the good ones straight into your calendar.
Core service
AI Website Chatbot
A chatbot on your website that answers questions, gives price ranges and books appointments while visitors are still on the page, day or night.
Core service
Missed-Call Text-Back
Every missed call gets a text back in seconds, so the customer talks to you instead of calling the next business on Google.
Core service
SEO & AI Search
Show up on Google, Google Maps and ChatGPT when people nearby search for what you do.
Core service
Google Profile on Autopilot
Your Google Business Profile kept fresh every week with new posts, photos of your work, up-to-date services and hours, and a reply to every review. An active profile is what moves you up on Google Maps.
Core service
Social Posts on Autopilot
Send us photos of your work. We turn them, and your best 5-star reviews, into posts on Facebook, Instagram and LinkedIn every week, so your pages stay active while you stay busy.
Core service
Short Videos From Your Photos
We turn your photos into short videos and post them to TikTok, YouTube and your Google profile, with the titles and descriptions written for you.
Core service
Review Checkup
We reach out to your past customers to collect the reviews you never asked for, then set up automatic review requests after every future job or visit.
Core service
Website
A fast, professional website built for your business, hosted and kept updated, and made to turn visitors into calls and bookings.
Core service
Coverage Price Check
Visitors see typical monthly ranges for auto, home and renters and how much bundling can save.
For independent insurance agencies
Bundle & Cross-Sell
Auto-only and home-only clients get bundle offers, plus life and umbrella checkups.
For independent insurance agencies
Life Event Outreach
New drivers, new homes, new babies and new businesses each get a timely coverage check.
For independent insurance agencies
Realtor & Lender Partners
Every home purchase needs insurance. We build referral relationships with realtors and lenders.
For independent insurance agencies
See what your customers would see
Coverage Price Check
Visitors see typical monthly ranges and bundle savings, then request a real quote from you.
- Uses typical rates in your area
- Every request texts straight to your team
- Shows the value of bundling
What might my coverage cost?
DemoCoverage
Estimated monthly cost
$180 to $360
About $90 to $180 per vehicle a month.
Example pricing for this demo. Your version uses your own prices.
We run your ads.
Google and Facebook ads built for independent insurance agencies, aimed at the customers you actually want and the towns you actually serve. We write them, run them, and cut what isn't bringing in work.
It's your ad account and the spend goes on your own card, so you always see exactly where the money goes. Ads are part of every plan we build.
Google Search ads
Show up at the top of Google when someone nearby is searching for exactly what you do.
Local Services Ads
Pay-per-lead ads with Google's trust badge at the very top of the page, where Google offers them for your industry.
Facebook & Instagram ads
Offers, seasonal pushes and reminders shown to people in your area, plus everyone who already visited your site.
Tracking on every dollar
Every call and form is tracked, so you see what each lead and each customer cost you.
Built around your business
These are starting points, not fixed bundles. Every plan is personalized: you decide what you want from us, keep what helps, and drop what doesn't. Every plan includes ads.
Policy
Everything an agency needs to answer quote requests first and keep clients at renewal.
- ✓Outreach
- ✓AI Receptionist
- ✓Lead Qualifying & Calendar Booking
- ✓AI Website Chatbot
- ✓Missed-Call Text-Back
- ✓SEO & AI Search
- ✓Google Profile on Autopilot
- ✓Social Posts on Autopilot
- ✓Short Videos From Your Photos
- ✓Review Checkup
- ✓Website
- ✓Coverage Price Check
- ✓Google & Facebook ads, set up and managed for you
- ✓Monthly results report
Full Coverage
Policy plus bundle offers, life event outreach, realtor and lender partners and small business outreach.
- ✓Everything in Policy
- ✓Bundle & Cross-Sell
- ✓Life Event Outreach
- ✓Realtor & Lender Partners
- ✓Local Services Ads and retargeting
- ✓Monthly strategy call
- ✓Priority support
Want something different? Build your own.
Pick only the systems you want, just ads, or just a new website and Google profile. Tell us what matters to you and we'll put together a plan that fits.
Straight answers
No. It gathers the basics and books a quote call with a licensed agent. It never binds coverage, quotes exact premiums or asks for sensitive numbers.
Is your city still open?
We only work with one insurance agency per city. Check yours before a competitor claims it.