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FOR INSURANCE AGENTS & AGENCIES

Every quote answered. Every renewal protected.

A prospect who requested a quote and never heard back bought the policy from someone else. Solvify360 captures every inquiry, follows up on every quote, and protects every renewal — automatically.

Reply in < 2 min Connects on top of your AMS / CRM TCPA-compliant SMS
This morning at the agencyIllustrative
Leads answered (< 2 min)21 / 21
Quotes in progress today8
Renewals in automated follow-up13
All 21 answered instantly: 8 quotes moving, 13 renewals working themselves.
BUILT FOR INSURANCE AGENTS Reply in < 2 min Connects on top of your AMS / CRM TCPA-compliant SMS Live in 2–3 weeks
01 — THE LEAK

Quote requests that went cold. Renewals that shopped around.

Enter your monthly quote requests, your current quote-to-bind rate, your policy count, and your average annual premium. The math shows what a structured follow-up and renewal system adds to your book this year.

New leads per month70
% of calls/leads unanswered35%
Of leads you answer, how many buy?20%
Appointments booked per month45
% of appointments that don't show30%
Average ticket / margin per sale (USD)$1,200
Past customers in your base (dormant)800
If you reactivated just this % per year5%
ESTIMATED LEAK / MONTH
$13,100
$157,400 per year
Unanswered leads$5,900
No-shows$3,200
Dormant base unworked$4,000
Get the breakdown as a PDF

Your math, plus how to close each leak. No spam.

Estimate based on your data, not benchmarks. Actual results depend on your operation.

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02 — THE ENGINE IN YOUR AGENCY

Four jobs, running every single day

01

Every quote request answered in under 2 minutes

Website forms, Google calls, referrals, social DMs — every prospect inquiry hits one inbox and gets an immediate reply that collects the information your agents need to quote. No lead waits while your team is on the phone.

02

Quote follow-up until they decide

Prospects who received a quote but went cold get a structured 14-day follow-up sequence — SMS + email + call attempt. Your agents only pick up the phone when the prospect is ready to decide.

03

Renewal protection before they shop around

Every policy in your book gets a proactive renewal outreach 60 days before expiration — SMS + email — with easy options to renew or schedule a review. You're the call they get before they go to a competitor.

04

Cross-sell and referral engine

Clients who have auto get a home prompt at 90 days. Clients who have home get a life or umbrella prompt at 6 months. Happy clients get a referral ask. Revenue from your existing book, automated.

FREE TOOL · 4 AREAS · 28 QUESTIONS

How efficient is your business? Score it in 5 minutes.

Answer 28 quick questions — marketing, profitability, automation & AI, sales & operations — and get your score by area, plus the gaps to close first.

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03 — IN YOUR AGENCY

A home insurance quote request on a Tuesday morning

STEP 1 · QUOTE REQUEST09:44

Hi, I need a home insurance quote for a property I'm closing on next month. It's a 3/2 in Boca Raton, FL. Built in 2001.

STEP 2 · AI REPLIES09:45 · +51 s

Hi! Congrats on the upcoming closing. To get your quote started, can you tell me the purchase price and whether you'll need flood coverage alongside the HO-3?

Automatic reply · Solvify AI
STEP 3 · QUOTE DELIVERED + FOLLOW-UP SET10:30

AI collects property details. Agent receives a structured intake and delivers the quote within the hour. System sends quote to prospect with a 1-click review link.

If prospect doesn't respond in 48h, a 14-day follow-up sequence fires: 3 SMS + 2 email + 1 call attempt. Cross-sell sequence for auto starts at day 30 if they bind.

DEMO CONVERSATION — illustrative example of the real flow

Book your Operations Diagnostic

Your agency sells and renews more — on the systems you already run.

No migrations: your AMS, your carrier portals and your E&O documentation stay where they are.

The AI doesn't rate or bind: it gets the prospect ready, with complete information, so your agent closes.

We convert the inquiries your marketing already creates — and when you want more leads, we also build the machine that generates them.

04 — DIAGNOSTIC

30 minutes. Your agency's quote and renewal leak mapped. Free.

Bring last month's quote request list, your current bind rate, and your renewal retention rate. We'll show you where quotes and renewals are leaking and which pieces of the engine close each gap.

+1 (786) 981-8432

Call us. If we can't pick up, an automatic text reaches you in under a minute — a small taste of the system we install.

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