Your book of business,
sending while you sleep.
Renewal reminders that fire 60 days out. Lapse prevention sequences that recover revenue at 2 AM. Cross-sell drips that know the difference between a term life holder and a whole life prospect. Built for independent agencies, MGAs, and carrier marketing teams.
Built for the cadence of insurance.
Not generic email blasts.
Every feature speaks insurance. Every automation understands policies. Every template respects compliance.
Knows every policy in your book.
Tag by policy type, carrier, premium tier, renewal date, and life stage. Build audiences like "whole life holders with auto cross-sell potential" in 30 seconds — no SQL, no exports.
State-specific. Carrier-approved. Always.
Every template carries the right disclaimers for every state, auto-populated from your policy data. NAIC guidelines baked in. Carrier co-op tracking for reimbursement claims.
60-30-7 day cadence, firing automatically.
Set it once per policy type. The engine watches renewal dates across your entire book and dispatches the right email at the right interval — auto, home, life, commercial. No spreadsheet. No missed renewals.
Revenue that runs at 2 AM.
When a premium hits NSF or a policy enters the grace period, a recovery sequence fires within minutes — not your next business day. Agencies using lapse sequences recover an average of $4,200 per month.
What happens when your book
runs itself.
"Our 60-day renewal sequence on auto policies went live on a Tuesday. By Friday we had 47 renewals confirmed that would have lapsed. That's $38,000 in retained premium from one sequence."
"The compliance engine alone justifies the cost. We operate in 14 states. Previously I had a paralegal reviewing every template. Now it's automatic — state disclaimers, carrier co-op language, all of it."
"Lapse recovery used to mean my CSR calling people on Monday morning. Now the sequence fires at 2 AM Saturday and by Monday half of them have already paid. We recover about $4,800 a month we were just writing off."
trusted by agencies across the country
Watch your sequences
run live.
The demo is a pre-built sandbox loaded with a real 3,000-policy book. You'll see renewal sequences firing, open rates climbing, and lapse recovery working — in real time. No setup. No sales call.
No credit card · No form · Opens instantly
The Insurance Email Playbook
47 pages. The exact sequences, subject lines, and timing that top-performing agencies use for renewal, lapse recovery, and cross-sell. Includes state compliance checklist.