AI automation for agencies

Renewals are the whole business and they arrive without knocking.

Renewal dates are in your system a year ahead. The conversation starts two weeks out.

Month 12When you call about renewal
1Touch most quotes get
5yrValue of one lost renewal

$4,500 · live in 7 business days · nothing sends without your click

Where the money goes

Three leaks, every practice like yours.

Month 12When you call about the renewal
1 touchWhat most quotes get
COIThe request that eats the day
The axiom

Nobody leaves because the coverage was wrong. They leave because a competitor called in month ten.

Renewal outreach that starts too late

A competitor called in month ten.

Quotes that go out and never come back

The market work was the expensive part.

Service requests that eat producer time

Your producer stops producing.

Renewals reached in month 12, not month 10 lost premium
JFMAMJJASOND
Illustrative shape · the amber bar is where you are now
How the system works

Your data in. A drafted message out.

Input AMS book of business Renewal dates, premiums, coverage changes
AI reasoning Surfaces renewals at your lead time, ranked by value Flags coverage gaps worth raising
Output Drafted renewal outreach Policy details and what changed since last year
The hard gate

Nothing reaches a client without you clicking send. That is not a setting you can turn off.

What you actually see

One screen. The work already done.

Renewal board5 renewals, no contact
Coastal Fabrication Renews Sep 12 · $18,400 premium
no contact
Ortega Trucking Renews Aug 29 · 3 units added
review
Bright Path Dental Quote sent Jun 30 · one touch
stalled
SAGE · renewal outreach Watching
6:01 AMreading book of business
6:03 AM5 renewals inside 90 days, no contact
6:05 AMdrafting outreach by account value
Draft to Ray Ortega
Hi Ray, your commercial auto renews August 29. You added three units this spring, so I want to look at the schedule together before it rolls over rather than after. Do you have 15 minutes this week?
Held for your approval · nothing sends until you click
What your software does not do

You already pay for Applied Epic. This is the gap.

Applied Epic aloneWith SAGE
Stores the policyYesYes
Surfaces renewals at 90 daysNoYes
Writes outreach with policy detailsNoYes
Chases stalled quotesNoYes
Routes service requests off producersNoYes
The change

Same practice. Different Monday.

Right now
  • Renewals handled in the last two weeks
  • Quotes get one touch and go cold
  • COI requests interrupt new business
  • You learn they left at renewal
VS
After the first build
  • Renewals surface at your lead time
  • Every quote gets a drafted follow-up
  • Service requests route away from producers
  • You call in month ten, not month twelve
The first build

We start with renewal outreach.

Renewal outreachEvery renewal surfaced at your lead time, ranked by value.
Quote recoveryStalled quotes get a drafted follow-up, not silence.
Coverage gapsFlagged before the conversation, not after the claim.

Inside Applied Epic, AMS360, EZLynx, HawkSoft, Outlook or Gmail · no migration

How it works

Four steps. Then it runs without you.

01
A 30-minute fit call

Free. I tell you which leak is costing you most, and talk you out of it if the math is not there.

02
We scope what it can see

In writing, before anything connects.

03
First system live in 7 business days

Running on your real data. Not live in 7 days means I keep working free.

04
A 90-day roadmap for the rest of it

Sprint within 30 days credits the $4,500.

Before you book

Questions insurance agencies ask.

Does this work with our AMS?

We check that on the fit call, before you spend anything.

Can it contact clients automatically?

No. Every message is a draft you approve. In a licensed business that is not optional.

Our CSRs already track renewals in a spreadsheet.

A spreadsheet reminds someone. It does not write the outreach or survive a week off.

Other practices

The leak is different in every kind of practice.

Start with the thing that slips the most.