Every Feature Inside The Snapshot
From AI receptionist to review automation — every workflow tuned for U.S. insurance agencys, included in the one-time $997.
annual-review-booking
Auto-books the annual policy-review call 45 days before each household's anniversary. Producer walks in with a pre-built brief: current coverage, suggested updates, household exposure changes.
claims-status-updates
Carrier-portal-triggered SMS + email pings keep the insured informed during a claim. Producer escalation rules for stalled claims. Eliminates 80% of inbound 'any update on my claim?' calls.
agent-onboarding
Day-by-day ramp plan that has a new producer writing business inside their first week. Scripted role-plays, carrier-credential checklist, first-30-days nurture, first-90-days retention plan.
cross-sell-automation
The household cross-sell engine. Auto-bound triggers home offer in 48 hours. Auto+home triggers life in 30 days. HNW households trigger umbrella. The most-leveraged workflow in the snapshot.
document-collection
Dec page, application, COI, MVR, loss runs, payroll summary — 9 pre-built document-request templates with self-serve upload links and a 4-step reminder cascade. Vanishes from your inbox.
lifecycle-emails
Five-stage email sequences pre-written for every line of business: quote, bind, first-renewal, multi-policy, loyalty. Your brand voice, your producer signatures, your compliance footer.
premium-payment-recovery
Day-1 / 3 / 7 dunning sequence catches a failed payment before the carrier issues the lapse notice. Card-update self-serve link. Lapse-saved tracking by producer. Saves the policy, saves the next 8 years of renewal commissions.
policy-renewal-reminders
Automated renewal cadence by line of business, segmented by carrier and payment method. Different scripts for paid-in-full vs monthly payers. STOP-suppressed. The single highest-retention workflow in the snapshot.
referral-program
Asks for referrals at the moment of highest trust — right after a successful claim or annual review. Producer leaderboard with attribution. Automated gift-card fulfillment closes the loop.
quote-funnel
Trained on insurance terminology, the AI quote funnel triages every inbound by line — auto, home, life, health, Medicare, commercial — and routes to the right producer with the right intake form.
two-way-sms-tcpa-compliant
Express written consent capture above every form, STOP / HELP / UNSUBSCRIBE keyword handling, A2P 10DLC registration filed free, audit-log export. The TCPA layer your E&O policy will thank you for.
review-automation
Three post-service triggers — post-bind, post-renewal, post-claim — that ask for a satisfaction rating, route 5-stars to Google + Facebook, and intercept 1–3-star reviews to a private inbox for service recovery.