Independent brokers managing quotes, renewals, and client follow-up across carriers.
Without a triggered 90-60-30-day sequence, clients shop competitors because they weren't contacted first.
An instant auto-response with a booking link and qualification questions dramatically improves conversion.
Brokers log into 6-10 carrier portals for each quote. Compiling takes 1-2 hours per enquiry.
Clients call frequently asking for claims updates. An automated status check workflow reduces calls significantly.
Most clients never get an annual review call. Revenue and retention both suffer.
Getting these documents is a series of manual emails and follow-ups that delay policy issuance.
Regular market update emails build trust and trigger review conversations.
A post-binding referral request sequence generates leads at zero cost.
CPD hours, PI insurance, and license renewals have specific deadlines tracked manually.
AI pre-qualification that captures key variables before the call saves 30+ minutes per prospect.