Insurance Hero

Your Competitors Are Quoting. You're Binding.
Instantly underwrite policies, reclaim 20+ hours per agent weekly, and boost revenue by 25%—fully implemented in just 30 days.

Insurance CRM Overview

Let's be honest, does your day feel more like data entry than deal-making? You're buried under a mountain of paperwork, toggling between a dozen carrier portals, and manually underwriting risks line by line. It's a slow, frustrating process that bottlenecks your growth and leaves your agents feeling more like administrators than advisors.

The standard Agency Management System (AMS) you use is great for organizing your book of business, but it's a passive tool. It's a digital filing cabinet, not a revenue engine. It can't analyze risk in real-time, instantly generate bindable quotes, or tell your team which client is a prime candidate for a new umbrella policy. It leaves money on the table every single day.

This is where our Insurance CRM + AI Underwriter changes the game. We fuse a powerful, intuitive CRM with a brilliant AI engine trained specifically for insurance. Imagine your system automatically analyzing a new lead's risk profile, generating accurate quotes from your top carriers in seconds, and flagging a high-value cross-sell opportunity for an existing client—all before your second cup of coffee. This isn't just a smarter CRM; it's your new top-performing agent that works 24/7.

Benefits

Key Benefits

Underwrite in Minutes

Underwrite in Minutes, Not Days
Our AI analyzes applicant data and carrier guidelines instantly to deliver accurate, bindable quotes.

Automate Admin

Automate Your Admin Away
From claims intake to renewal reminders, reclaim 20+ hours per week for revenue-generating activities.

Hidden Premiums

Uncover Hidden Premiums
The AI scans your entire book of business to identify the most profitable cross-sell and up-sell opportunities.

Lead Management

Never Lose a Hot Lead

AI-powered lead scoring and automated follow-ups ensure your agents always focus on the most promising prospects.

Transformation Plan

Your 30-Day Transformation Plan

Step 1

Week 1: Discovery & Integration
We perform a deep dive into your workflow and connect seamlessly with your existing AMS (Applied, Vertafore, etc.) and carrier portals.

Step 2

Week 2: AI Configuration & Training
We train your dedicated AI Underwriter on your agency's specific risk appetite, carrier rules, and historical policy data.

Step 3

Week 3: Team Onboarding & Workflow Simulation
Your agents get hands-on training with the new, streamlined system, ensuring they are confident and ready to close from day one.

Step 4

Week 4: Go Live & Performance Optimization
We launch your new platform! Our team monitors performance in real-time, fine-tuning the AI to maximize your agency's profitability and efficiency.
We didn't just buy a CRM; we hired a tireless, data-driven underwriter that transformed our agency's profitability from the ground up.

Main Quote

Frequently Asked Questions

FAQs

Transform Your Agency

Ready to Transform Your Agency from a Quoting Service to a Closing Machine?
Book your 30-day transformation today and start seeing results immediately.

Features

Platform Features

Core CRM Platform

Core CRM Platform
Policyholder Management
Lead & Prospect Tracking
Commission Tracking
Automated Renewals & Reminders
Centralized Document Management
Task & Activity Dashboards

AI-Powered Engine

AI-Powered Engine
AI Underwriting Assistant
Automated Claims Processing Bot
Predictive Lead Scoring
Cross-sell/Up-sell Opportunity Finder
Personalized Client Communication AI
Automated Certificate of Insurance (COI) Generation

Key Integrations

Key Integrations
Applied Epic, Vertafore, HawkSoft
Major Insurance Carrier Portals
Google Workspace & Microsoft 365
QuickBooks & Accounting Software
DocuSign & E-signature Platforms
Twilio for SMS & Voice

Workflow Comparison

From Hours to Minutes: Your New Workflow
From Hours to Minutes: Your New Workflow

Traditional Agency

  • New Lead Underwriting 2-6 Hours
  • Quote Generation 45 Minutes
  • Claims Intake & Filing 30 Minutes
  • Renewal Preparation 60 Minutes / Client

AI-Powered Agency

  • New Lead Underwriting 5 Minutes
  • Quote Generation 90 Seconds
  • Claims Intake & Filing 3 Minutes (Automated)
  • Renewal Preparation Instant (Automated)