BUILT BY A 22-YEAR P&C INSURANCE VETERAN
Built for P&C insurance agents to kill the redundant typing and free up your day. 101 ready-to-send emails and texts, phone scripts, and a plain-English reference library — quote follow-ups, renewals, cross-sell, and the E&O wording that protects your license. Search it, copy it, send it.
Quote Follow-Up — 1st Attempt
Hi [CLIENT FIRST NAME], I wanted to make sure you received the quote I sent over for your [LINE OF BUSINESS] coverage. Do you have any questions I can answer?…
No setup · No training · Open it and send — free access, no credit card
BUILT FOR THE WHOLE AGENCY
Move faster on every quote and renewal without hiring help.
Consistent, professional wording even on tricky messages.
Every office answers clients the same, correct way.
Every quote follow-up, every signature chase, typed from scratch — or copy-pasted from a sent folder and hopefully edited correctly.
A client declines coverage and the confirmation email gets improvised. If a claim hits later, that wording is what stands between you and a lawsuit.
Writing from a blank page is friction. Friction means the second and third follow-up never get sent — and quotes die quietly.
Less time writing. More time selling and serving. Every word ready when you need it.
Quit retyping the same follow-up. Search, copy, swap the highlighted fields, send.
Even your toughest messages — declinations, rate increases, renewals — are already written.
A solo agent sounds polished; a whole team answers every client the same, correct way.
Type what's happening — "received your quote," "needs roof photos" — and the right wording appears.
New templates, phone scripts, and reference explainers are added regularly.
Need wording we don't have yet? Ask — we write the most-requested ones and email you when they're live.
Emails in blue, texts in green, organized the way agents actually work. Multiple follow-up attempts per scenario — 1st touch, 2nd touch, polite breakup.
🛡 E&O DOCUMENTATION SET
Coverage declined? Lower limits chosen? UM/UIM rejected? Exclusion discussed? Seven templates create a timestamped written record the same day it happens — each one ends by inviting the client to correct anything inaccurate, which is what makes the record defensible.
General examples, not legal advice — have your counsel or E&O carrier review wording you intend to rely on.
📚 REFERENCE LIBRARY
Plain-English explainers your staff can rely on — CG2010 vs CG2011, DP1 vs DP3, occurrence vs claims-made, additional insured, surety bonds, garagekeepers, and more. New hires stop guessing; clients get consistent answers.
COMING SOON
Send your client a link instead of an attachment. They fill it out on their phone, you get a clean PDF back — artisan contractor, janitorial, restaurant, habitational, and more. Join the waitlist and we'll email you at launch.
Start free — see the quality before you pay a cent. Unlock all 101 templates, phone scripts, and the full reference library for your whole agency from $29/mo.