DemoA system we’d build for an insurance agency. The business is made up; the features are real. ← Back to Built for you
My account

Downey · Whittier · Norwalk · Bellflower

One agent. Many companies. We always pick up.

Auto, home, life and business insurance. We shop several companies for you, warn you before every renewal and go over everything once a year. No surprises.

Licensed California agents English & Spanish 4.9 ★ on Google

We build this A real website with your coverage, a quote form and a client login, in English and Spanish, on your own address.

Coverage

Everything covered. One agent to call.

Your price depends on you: your driving, your home, your age, your business. We compare several companies and bring you the best number we find.

Auto

From $89 a month

One car or the whole family. Proof of insurance on your phone.

  • Liability and full coverage
  • Discount when you bundle with home
  • Heads-up before every renewal

Home & renters

From $65 a month · renters from $15

House, condo or apartment. Fire, theft and water damage.

Life

From $22 a month

Term life so your family is taken care of if something happens.

Business

From $45 a month

General liability, your space, equipment and work vehicles.

Workers’ comp

By quote

Required in California from your first employee.

Umbrella

From $25 a month

An extra million in protection on top of your auto and home.

Example prices for this demo.

How it works

Everything in one system.

Each red label is something we’d set up for the agency. The client gets a call before anything changes. The agency stops losing clients it never knew were shopping.

We build this · renewal reminders

Renewal reminders, 30 days out

Every policy’s renewal date is in the system. Thirty days out, the client gets a text with the new price. If it went up a lot, the agent gets a “call them first” flag instead.

  • AUDiana Ruiz · AutoRenews Nov 14 · $142 → $131/moTexted · OK’d
  • HOTom & Lisa Becker · HomeRenews Nov 18 · $96 → $104/moTexted · waiting
  • BUSunrise Bakery · BusinessRenews Nov 22 · up 21%Call first
  • LIHéctor Morales · LifeAnnual payment due Nov 30Text Nov 1

Alvarado Insurance

Hi Diana, your car insurance renews Nov 14. Same coverage, $131/mo (down from $142). Nothing to do. Reply CALL if you want to talk it over.Oct 15, 10:02 a.m.
Great, thanks!
We build this · a simple quote request

Get a quote in one minute

Five questions, not fifty. It lands on the agent’s phone with what the person wants and the best time to call. The long questions happen on the phone, with a person.

What do you want to insure?

Demo: this would text Carmen right now with the name, phone, ZIP and what they want insured, and send the person a “we got it” text.

We build this · referral tracking

Who sends you clients, and saying thanks

Every client gets their own referral link. When a friend asks for a quote through it, the system knows who sent them, tracks it to a signed policy and reminds the agent to say thank you.

14Referred this quarter
9Became clients
64%Close rate
  • SRSofía Ramírez sent 3Her sister (auto), 2 coworkers (renters)Card sent
  • MKMike Kowalski sent 2His neighbor’s home policy signed Oct 9Say thanks
  • GLGrace Lee sent 1Quote sent Oct 16Quoting
We build this · an annual check-in for every client

A check-in once a year, for every client

Once a year every client gets an invite to a 15-minute review. They pick a time; the agent sees what changed. New car, new baby, a remodel, a side business: that’s where clients get covered right and the agency grows.

Alvarado Insurance

Hola Sra. Hernández, ya pasó un año. ¿Hacemos su revisión anual de 15 minutos? Escoja la hora que le convenga:Sent in Spanish because that’s her language on file.
Pick a time
Anything change this year?
  • New car or a new driver
  • Got married or had a baby
  • Remodel or a move
  • Started a business
We build this · the client account

The client’s account

Clients see their policies, renewal dates and proof of insurance, and ask for a change, any time, without waiting on hold.

PoliciesAuto · Home · Life
Next renewalAuto · Nov 14
Proof of insurance2 cars · download
Annual check-inTue Oct 28 · 4:30
We build this · documents by text

Paperwork in one text

A client gets pulled over, buys a car or a landlord asks for proof. They text, and the right document comes back in seconds, any hour.

Alvarado Insurance

Need my insurance card for the DMV
Here you go, Marcus. 2021 Civic, valid through May 2027.PDF Proof of insurance · CivicSat 8:14 a.m.

Reviews

What our clients say.

We build this · review requests
After a quote is signed or a claim goes well, the system asks for a Google review.

★★★★★

They texted me a month before my renewal with the new price. First time an insurance company ever told me anything before it happened.

Diana R. · Downey
★★★★★

En la revisión anual me preguntaron por mi negocio de pasteles y me di cuenta de que no estaba asegurado. Ahora sí. Todo en español, muy claros.

Rosa H. · Norwalk
★★★★★

Filled out the quote form on my lunch break. Carmen called that afternoon and saved me $38 a month bundling home and auto.

Mike K. · Whittier

Refer a friend. We donate $25.

For every person you send who asks for a quote, we give $25 to the local school or food bank you pick.

Share my link
We build this · the owner’s dashboard

What Carmen sees on Monday morning.

The whole agency on one screen: what’s renewing, which quotes are open, who sent new clients and whose check-in is due.

Renewals in the next 30 days8671 confirmed · 4 to call
Quote requests this week239 signed · $14,280 a year
Referrals this quarter149 became clients
Annual check-ins done3112 added coverage
4 renewals went up 15% or moreThe system held their texts. Call them before they shop around.
6 check-ins booked this weekNotes are ready: 2 new cars, 1 new baby, 1 home business.
Mike Kowalski’s referral signedSend the thank-you card. His $25 donation is queued.

Want a system like this for your business?

This one is for an insurance agency. We build them for gardeners, salons, auto shops, restaurants and any business with customers: your website, booking, billing and marketing, working together. In English and Spanish.

Talk to us about yours →