For independent home and auto insurance agencies

Policy reviews that turn into new customers.

When a renewal goes up, people want a second look but worry about who they will talk to and what to bring. One texted link answers that before the review, in plain words.

Done for youNo software to learnNo app to downloadEnglish and Spanish

Done for you, from

$1,497

Pay half to start. The other half when it goes live.

See the 3 packages Book a 15 minute call ▶ Watch the insurance agencies sample

What your homeowner is thinking

“I want a second look before I pay more. But who will I talk to? What do I need to bring? And how do I compare quotes?”

That is Constance, from our insurance agencies sample. Before the visit, one text with a link answers every one of those questions: who is coming, what will happen and what it will cost.

See what your homeowner sees, right here

Tap the green Play it all by itself button and just watch and listen. This is the same link your homeowner gets in a text, built with your company, your people and your prices. The names and companies in the sample are made up.

· Open it full screen

Tap any heading to open it.

The problems we solve for independent home and auto insurance agencies

"Who will I talk to?"People shopping after a rate increase do not know who will call them or how long it takes, so many never book.Your link shows the agent by name, the review time and that it is about thirty minutes, at the office or by phone.
"What do I need to bring?"Reviews stall when the customer shows up without declarations pages or driver names.A short checklist tells them what to have ready, and reminds them never to text Social Security or bank numbers.
"How do I compare quotes?"Customers fear a sales pitch and walk away confused by numbers.Your link explains that quotes come side by side, in writing, and nothing changes until they say yes.

What your homeowner sees on one link

Who is coming and whenThe review time and their agent, with a photo and a few words about them.
What to have readyDeclarations pages, the names of their drivers and their renewal notice, sent the safe way.
How the review worksYou go over their policies, get quotes from several companies, and show them side by side.
The price up frontThe review is free, and every quote is in writing before they decide.
Their choicesSample bundle choices with monthly prices, and one tap to say yes.
Their Policy PageStart dates, policy papers, car ID cards, who to call for a claim and their agent's direct line.

What are no shows costing you?

We filled in an example for independent home and auto insurance agencies. Change it to your own numbers. Nothing is sent anywhere.

Policy reviews in a week How many of those miss or cancel late Average value of one policy review, in dollars

About a month walks out the door.

That is about a year.

A simple estimate from your numbers, not a promise. A month is counted as 4.33 weeks.

How it works

Tell us your visitPick a package, then fill in a short form: your people, your steps, your prices and your logo. About 10 minutes.
We build itYour company name, logo and colors, the voice, and the Spanish version. You get two rounds of changes.
Text one linkSend it when a policy review is booked. Your homeowner opens it on their phone. Nothing to download.

Packages and prices

Starter, $1,497Your 2 minute walkthrough with your name, logo, colors and a narrated voice.
Business, $2,497Everything in Starter plus Spanish, one tap approve, personal links and a weekly report.
Demo plus Voice, $3,997Everything in Business plus an AI voice assistant that answers questions.
Care plan, $97 a monthHosting and small updates. Required for Demo plus Voice.

See everything and start

Add-ons that bring in more

Add any of these to a package. We set them up for you.

Missed Call Text Back, $750 one timeWhen you miss a call, the caller gets a text right away with your walkthrough link and a way to book, then a short follow up and a handoff to your office.
Front Desk Voice Setup, $1,500 one timeA virtual receptionist answers your phone after hours and when you are busy, books by your rules, and says it is a virtual assistant. We plan the call flow, write the script and test it with you before it goes live.
Front Desk Care, $497 a monthWe watch the calls, update the script, check that every lead reaches the right person, and send you a report each month.
Renewal Review Campaign, $1,200 one timeInvite past clients to review their policies before renewal. We write the script, reach the people who agreed to hear from you, track who replies, and send bookings to your office.
Advertising Launch Kit, $650 one timeAd ideas for your trade, landing page copy built around your walkthrough, a lead magnet outline and ready campaign assets.

Texts only go to people who agreed to hear from you, and every text lets them reply STOP. Results depend on your market and your follow up.

Ask about add-ons on a 15 minute call

Questions independent home and auto insurance agencies ask

Does the virtual helper give coverage advice?

No. The helper answers questions about the visit and steps. Your agents answer coverage questions, and the helper never says a claim will be paid.

Will it ask my customers for sensitive numbers?

Never. The helper never asks for Social Security, card or bank numbers, and the link reminds customers not to text them.

Can it show my real carriers and prices?

Your demo uses your agency, your steps and your sample choices. Real prices still come only from your written quotes.

How does it cut no shows and late cancellations?

Most no shows happen because people are unsure: who is coming, what will happen, what it will cost. The walkthrough answers all three before the visit, so they show up ready instead of canceling.

How much does it cost?

Done for you, from $1,497 one time: half to start and half when it goes live. Business is $2,497 and Demo plus Voice is $3,997. The optional Care plan is $97 a month.