Lead Follow-Up Automation that's actually built for insurance agencies
Most local businesses lose more revenue to slow follow-up than to a small ad budget. Answer a lead in under 5 minutes and you're far likelier to win the job — automation makes that happen every time, day or night.
Most agencies run the same generic lead automation playbook for every client. We don't. For insurance agencies, the problem we solve is direct carriers outspending you on every channel — and quoted policies are how we measure the win.
What's included
- Instant text-back the moment a lead comes in
- Multi-step SMS + email follow-up until they book or opt out
- Missed-call text-back so you never lose a ringing phone
- Database reactivation campaigns to past policyholders
- A simple CRM pipeline your team will actually use
- Reporting on speed-to-lead and booking rate
How Lead Follow-Up Automation works for your insurance agency
Speed-to-lead texting, follow-up sequences, and database reactivation in a CRM — so no lead goes cold and old contacts turn back into booked work.
We focus the work on auto & home, life insurance, and commercial lines — what actually pays. Auto and home shopping peaks at renewal cycles; Medicare spikes during fall open enrollment.
Why it works: Each retained policyholder renews and cross-sells, compounding lifetime commission value.
Free 30-day trial
No management fees until we book you 5 new customers. No contract. The only cost is your own ad spend — paid to the platform, not to us.
Claim my free trial