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Follow-up for insurance agents, from quote to renewal
A quote request comes in, you send the numbers, and the conversation stalls. The second and third follow-ups are the ones that get skipped.
Renewals, life changes, and coverage reviews need a steady rhythm of check-ins, and for many agents that rhythm lives in memory.
Nothing to buy yet. Email us and we'll let you know when there's something to try, or tell us what slows your follow-up down.
How we're approaching it
What we're building drafts messages for licensed agents to review and send. It won't recommend coverage, products, or prices; that stays with you, under your state's rules and your carriers' and agency's marketing policies.
Available now
The Follow-Up System for Real Estate Agents: 74 follow-up scripts in English and Spanish, with a day-by-day schedule and AI prompts.
See the real estate kit →