🛡️
Insurance Agency
Lead routing, policy renewal, claims tracking, commission
| Feature | Starter $497$147 + AI Layer +$197 one-time • own forever | Most Popular Growth $997 + AI Layer +$197 one-time • own forever | Scale $2,497 + AI Layer +$197 one-time • own forever |
|---|---|---|---|
| Automations included | 3 | 7 | 10 |
| Apps integrated | 6 apps | 9 apps | 9 apps |
| Lead Capture | ✓ | ✓ | ✓ |
| Lead Scoring | ✓ | ✓ | ✓ |
| Appointment Reminder | ✓ | ✓ | ✓ |
| Document Reminder | — | ✓ | ✓ |
| E-Sign Trigger | — | ✓ | ✓ |
| Commission Payout | — | ✓ | ✓ |
| Review Request | — | ✓ | ✓ |
| Dashboard | — | — | ✓ |
| Reporting | — | — | ✓ |
| Churn Detection | — | — | ✓ |
| Get Starter Delivered in 7 days | Get Growth Delivered in 7 days | Get Scale Delivered in 7 days |
Automation Details
Starter — $497 $147 (3 automations)
Lead Capture
Trigger: Website form submission
Flow: Form → HubSpot contact created → email + SMS reply to lead
Data: Name, email, phone, insurance type, coverage needs → HubSpot contact → reply sent
Lead Scoring
Trigger: Lead activity detected
Flow: Activity → score update in HubSpot → priority routing
Data: Lead name, activity type, frequency → score updated → priority assigned
Appointment Reminder
Trigger: Cron every 15 minutes
Flow: 24h before: email + SMS → 2h before: SMS → 15min before: SMS
Data: Appointment time, client name, phone, email, policy type → reminders sent at intervals
Growth — $997 (7 automations)
Lead Capture
Trigger: Website form submission
Flow: Form → HubSpot contact created → email + SMS reply to lead
Data: Name, email, phone, insurance type, coverage needs → HubSpot contact → reply sent
Lead Scoring
Trigger: Lead activity detected
Flow: Activity → score update in HubSpot → priority routing
Data: Lead name, activity type, frequency → score updated → priority assigned
Appointment Reminder
Trigger: Cron every 15 minutes
Flow: 24h before: email + SMS → 2h before: SMS → 15min before: SMS
Data: Appointment time, client name, phone, email, policy type → reminders sent at intervals
Document Reminder
Trigger: Cron daily for pending documents
Flow: Pending doc → email + SMS reminder to client → escalate after 3 days
Data: Client name, document name, policy #, due date → reminder sent → escalation if pending
E-Sign Trigger
Trigger: DocuSign envelope completed
Flow: DocuSign → save to Google Drive → update HubSpot CRM status
Data: Signer name, document name, policy # → Drive folder → CRM deal stage updated
Commission Payout
Trigger: Weekly cron
Flow: Calculate splits → process payout → notify agent
Data: Agent name, policies sold, premium amount → payout amount → Slack notification
Review Request
Trigger: Policy bound
Flow: Policy bound → wait 24h → email + SMS with Google/Yelp review links
Data: Client name, email, phone → review links → follow-up if no review
Scale — $2,497 (10 automations)
Lead Capture
Trigger: Website form submission
Flow: Form → HubSpot contact created → email + SMS reply to lead
Data: Name, email, phone, insurance type, coverage needs → HubSpot contact → reply sent
Lead Scoring
Trigger: Lead activity detected
Flow: Activity → score update in HubSpot → priority routing
Data: Lead name, activity type, frequency → score updated → priority assigned
Appointment Reminder
Trigger: Cron every 15 minutes
Flow: 24h before: email + SMS → 2h before: SMS → 15min before: SMS
Data: Appointment time, client name, phone, email, policy type → reminders sent at intervals
Document Reminder
Trigger: Cron daily for pending documents
Flow: Pending doc → email + SMS reminder to client → escalate after 3 days
Data: Client name, document name, policy #, due date → reminder sent → escalation if pending
E-Sign Trigger
Trigger: DocuSign envelope completed
Flow: DocuSign → save to Google Drive → update HubSpot CRM status
Data: Signer name, document name, policy # → Drive folder → CRM deal stage updated
Commission Payout
Trigger: Weekly cron
Flow: Calculate splits → process payout → notify agent
Data: Agent name, policies sold, premium amount → payout amount → Slack notification
Review Request
Trigger: Policy bound
Flow: Policy bound → wait 24h → email + SMS with Google/Yelp review links
Data: Client name, email, phone → review links → follow-up if no review
Dashboard
Trigger: Daily cron
Flow: Metrics → Google Sheet + Slack summary
Data: Leads, policies bound, renewals, revenue → Sheet row + Slack message
Reporting
Trigger: Weekly cron
Flow: Weekly metrics → HTML report → email
Data: Pipelines, renewals, commissions, retention → HTML report → email sent
Churn Detection
Trigger: Cron daily
Flow: Analyze policy patterns → flag at-risk clients → Slack alert
Data: Client name, policies, renewal date, engagement → churn risk score → alert
Need changes? We'll customize any package for your exact needs.
Starting at $197 for modifications — from simple tweaks to full rewrites.
Included: 90-Day Warranty
If your automation breaks within 90 days of delivery, we fix it free. After that, use Fix on Demand — pay only when something breaks.
How It Works
1
Install
Connect your lead forms, quoting tools, and carrier portals.
2
Configure
Set up lead routing, renewal timelines, and cross-sell rules.
3
Test
Run a test lead and renewal to verify the full flow.
4
Go Live
Close more policies with less manual follow-up.
Frequently Asked Questions — Insurance Agency
How does multi-carrier quoting work?▼
Submit client data once and receive quotes from multiple carriers side-by-side. The system highlights the best match based on coverage and price.
Can I track policy renewals?▼
Yes. The system monitors renewal dates, sends pre-renewal offers, and alerts agents 60, 30, and 7 days before each policy expires.
Does it suggest cross-sells?▼
The Growth plan analyzes each client's coverage and automatically suggests complementary policies — auto + home, life + disability, etc.
Is this compliant with insurance regulations?▼
Yes. All client communications are logged, data is encrypted, and the system supports state-specific compliance requirements.
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