RenewalEngineAI

For independent insurance agencies

AI Automation for Independent Insurance Agencies

AI that fits your agency, not the other way around. We build AI automation specifically for independent P&C agencies running on Applied Epic, HawkSoft, or EZLynx. No captive agency playbooks. No enterprise-only features you’ll never use. Done-for-you retention and lead-response systems that lift retention 15-20% without adding headcount.

This is built for you if…

You have 200+ policies and you know you're leaking some of them

Most independents lose 8-12% of the book every year. The math only works when you keep the profitable complex renewals - which is exactly the segment reactive workflows lose first.

Your producers are at capacity but you're not ready to hire

Hiring a CSR is a 3-month commitment at $60-80K fully loaded. AI renewal + lead-response automation gives you the capacity of an additional CSR without the onboarding, the turnover risk, or the W-2.

Your AMS has more information than you're using

Applied Epic, HawkSoft, and EZLynx all store years of useful context on every client. Most of it sits there unused because no one has the time to pull it into outreach. The AI does that work at scale.

Your competitors are getting faster on inbound

When agencies start responding in under 60 seconds, the rest of the market loses winnable leads by default. This is the rising-tide problem - even if you keep doing what you're doing, the bar moves.

It’s not the right fit if…

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You have under 100 policies

The math doesn't work yet. Focus on direct outreach and referral density first; come back at 200.

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Your AMS data is broken

If client emails are blank on 40%+ of records, fix data hygiene first. We'll tell you that in the audit - don't pay us $6,000 to write on top of broken data.

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You want a software license you run yourself

We're not a CRM. We don't do seat licensing. We build and run the system for you. If you want software, the courses will teach you to build this yourself.

What an engagement actually looks like

Week 0 - Audit. Five-day deep-dive on your agency. We pull the renewal list, lead-source mix, AMS data quality, and current touch cadence. You get a written roadmap with ROI projections.

Weeks 1-2 - Build & Launch (phase 1). We stand up AMS integration, the AI renewal engine, and the instant lead-response stack. By end of week 2, both systems are running against your real book.

Week 3 - Build & Launch (phase 2). Quote follow-up automation, cross-sell classifier, and the operations dashboard. Team training. Go-live.

Week 4 onward - Managed Ops. We monitor every week, tune classifiers, and surface what the data is telling you about your book. Monthly strategy call with the agency owner.

See what this looks like for your agency

Book a 15-minute discovery call. If it’s a fit, we scope the audit. If it isn’t, we tell you why and suggest what to do instead.

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