For Insurance Brokers, Agents & Advisors

Insurance Businesses,

Leads request a quote and never respond. Renewal reminders are manual. Referrals happen by accident. The platform that keeps your pipeline full — automatically.

Start Free Trial Book a Demo

14 days free · No credit card · Cancel any time

−50%

Fewer leads going cold

2.4×

More quote-to-policy conversions

+40%

More client referrals

The Problem

Where Insurance Businesses Are Leaving Money

Leads go cold after quoting, renewals are missed, and referrals are never requested — three problems with one fix.

Leads Go Cold After the Quote

A prospect requests a quote, you send it, and they disappear. Without automated follow-up sequences, warm leads drift to the broker who stays in touch.

Renewal Reminders Are a Manual Scramble

Renewal dates approach and you're searching spreadsheets to find who's due. Without automated renewal sequences, policies lapse — and clients switch to whoever reaches them first.

Referrals Left Entirely to Chance

Satisfied clients rarely refer without being asked. Without an automatic post-placement referral request, your network grows far slower than your client satisfaction deserves.

The Platform

Everything Your Insurance Business Needs

Six integrated tools to keep your pipeline full, your renewals on track, and your referrals building — without extra admin.

Online Booking

24/7 consultation booking so prospects can schedule a review at their convenience — no phone tag, no missed opportunities.

Renewal Automation

Automated renewal reminders sent at the right time — clients re-engage before their policy lapses and before competitors reach them.

Email & SMS Marketing

Quote follow-ups, renewal nudges, and cross-sell campaigns sent automatically — your marketing runs while you focus on clients.

Reputation Management

Post-placement review requests sent automatically — consistent and timed for when client satisfaction is highest.

Social Planner

Consistent social content planned in advance — insurance tips, seasonal reminders, and educational posts without the daily scramble.

Missed-Call Text-Back

When a prospect calls during a meeting and can't get through, an instant text keeps the conversation alive — so no new lead is lost.

The Outcome

What Changes for Your Business

Automated follow-ups convert quote requests before leads drift elsewhere

Renewal sequences keep policies active — no lapses, no lost clients

Post-placement requests build your reputation without manual effort

Referral campaigns turn satisfied clients into active advocates

Online booking captures consultations at any hour — not just business hours

Social content posts consistently — your authority grows while you're advising clients

This is what ‘a pipeline that never goes cold’ looks like. Start your free trial — no card, no commitment.

Start Free Trial

Implementation Packages

Choose the Right Setup for Your Business

Every package is a one-time setup fee. Your business is configured, automated, and live — you own the result.

Quick Start

Ignite AI

£1,999 one-time setup

14 days

Delivery

7 days

Hypercare

Your complete digital presence — professional website, live booking calendar, automated reminders, and an AI assistant answering client questions 24/7. Open for business in 14 days.

Deliverables

Professional website (5 content pages + 6 legal pages)
1 booking calendar with confirmation and reminder automations
1 sales funnel targeting your core service
CRM pipeline tracking every lead from enquiry to appointment
AI chatbot assistant (10 Q&As, industry-trained)
Missed-call text-back + Google review automation
Welcome email sequence (8 emails over 14 days)

Best for: Solo brokers, new agencies, freelance advisors

Growth

Elevate AI

£2,499 one-time setup

21 days

Delivery

14 days

Hypercare

Two sales journeys capturing different client types, automated retention that brings people back, and a CRM that works harder than your team. Built for agencies ready to stop doing things manually.

Everything in Ignite, plus

8 content pages with social proof and testimonial sections
2 sales funnels — capture different buyer journeys
Up to 3 booking calendars for multiple staff or services
Retention automations: birthday offers, lapsed-client triggers, post-visit follow-up
Enhanced AI chatbot with booking flows (20 Q&As)
Social media planner connected (Facebook, Instagram, Google)
3 email sequences: nurture, follow-up, and re-engagement

Best for: Small agencies with 2–5 agents