More Policies. Less Admin.
Run Smarter.
The tools, templates, and automations independent agents use to save hours every week — and actually close more business.
Your competition is already automating.
Here's what you gain.
These aren't projections — they're what actually happens when you stop doing manually what a system can do for you.
Save 3+ Hours Every Day
Automate quote follow-ups, renewal reminders, client onboarding, and policy check-ins. Stop copy-pasting and start selling. Time you recover goes straight back to growing your book.
Sell More Policies
AI-powered lead follow-up means no prospect slips through the cracks. Instant responses, personalized email sequences, and automated pipeline tracking — without hiring anyone new.
Reduce Operating Costs
Replace expensive software stacks and reduce the need for admin support. These systems use lean, low-cost tools that punch far above their weight — purpose-built for independent agents.
Never Miss a Renewal
Automated renewal pipelines mean every expiring policy gets touched — on time, every time. Retention is the cheapest policy you'll ever write. Stop losing clients to silence.
AI That Sounds Like You
Insurance-specific prompts, email templates, and SOPs — not generic ChatGPT outputs. These are battle-tested in a real agency and tuned for the language your clients actually respond to.
Grow Without Headcount
Automation lets one agent do the work of three. Scale your book, take on more markets, and build a sustainable independent agency — without the overhead of a full support team.
Choose your path to a
fully automated agency.
Start by filling your pipeline, learn to automate every system in your agency, or have it all done for you — there's a path here for where you are right now.
Prospect to Policy — Cold Email System
A plug-and-play cold email system for independent agents who want to build a commercial book of business — without waiting on referrals. Ready to load into Apollo.io today.
Licensed independent agents who are appointed and want to start generating commercial leads immediately — using a done-for-you outreach system ready to launch this week.
- ✓ Step-by-step video walkthrough — follow along in real time
- ✓ 5-phase Apollo.io setup guide (PDF)
- ✓ 4 email templates — copy & paste ready with A/B variations
- ✓ Prospect filter blueprint — find verified decision-makers fast
- ✓ Carrier breakdown with commission rates & pitch lines
- ✓ Repeatable framework — works for any commercial niche
One-time payment · Instant ZIP download
Get the Cold Email System →The AI-Powered Agency Automation Guide
Five step-by-step modules that walk you through building every system in your agency — from lead automation to renewals. Work at your own pace. Own the results forever.
Independent agents who are new to agency ownership — or those who have been running their agency without any automation yet and are ready to build the right foundation from scratch.
- ✓ 5 full modules — lead capture, follow-up, renewals, operations & AI tools
- ✓ 40+ done-for-you email templates
- ✓ 30+ insurance-specific AI prompts
- ✓ 6 pre-built agency SOPs
- ✓ Zapier workflow maps — clone in one click
One-time payment
Enroll in the Step-by-Step Automation Guide →Hands-Off Agency Automation
Don't want to build it yourself? We will customize the agency automation to fit your needs — built around your clients, markets, and existing tools. You focus on selling.
Established independent agents who already have a CRM, AMS, or quote process in place — and want automation layered in by an expert without touching it themselves.
- ✓ Full agency automation review & build-out
- ✓ Custom email sequences for your voice & markets
- ✓ Renewal & follow-up workflow installation
- ✓ AI prompt library tuned to your agency
- ✓ SOPs built around your existing process
- ✓ Hands-on support through your full setup
Price varies based on the scope of your automation needs
Join the Waitlist →Which product is right for your agency?
Use this to find your fit in 60 seconds.
| 📧 Cold Email System — $70 | 🎓 Step-by-Step Automation Guide — $299 | 🤝 Hands-Off Setup | |
|---|---|---|---|
| Agency stage | You're licensed and appointed and want to start generating commercial leads right now | You are starting a new independent agency, or have been running one without any automation in place | Your agency is already up and running with some tools and processes established |
| Current tools | You have or plan to get Apollo.io — no other tools required to start | You don't yet have a CRM, AMS, automated quote form, or email marketing platform set up | You already use a CRM, AMS, quote form, or email platform and want automation layered in |
| Your approach | You want a ready-made outreach campaign you can launch this week | You want to learn how this works and build it yourself — step by step, at your own pace | You'd rather hand it off — you want it built correctly without spending time learning the tech |
| Budget | You want the lowest entry point with immediate revenue potential | You want the most accessible price point with the highest ROI for a new agency | You're willing to invest more for a fully custom, done-for-you experience |
| Deliverable | Video walkthrough, PDF guide, 4 email templates, prospect filters, carrier breakdown | Templates, prompts, workflow maps, SOPs, and step-by-step video walkthroughs | A fully built automation system, installed and customized specifically for your agency |
| Timeline | Launch your first campaign the same day | Self-paced — most agents complete their core setup within 2–4 weeks | Done for you on an agreed timeline — no learning curve required on your end |
Ready to build an agency
that runs itself?
Your competition is automating. Every week you wait is policies you could have sold and hours you could have reclaimed.
Have a Question?
Send us a note and we’ll figure things out together.