60% of customers feel abandoned after the first sale [2]
New business costs 3–5× more than retaining clients [3]
80% of clients remain monoline—brokers miss out on relevant upsales [4]
The Renewal Blind Spot
Post-Sale Disengagement
High Acquisition Costs
Missed Opportunities
Overlooked cross-sale & up-sale opportunities can cost you up to 30% in revenue [1]
Step 3
Step 2
Step 1
We create your app in your unique brand style—no coding or design hassles on your end
Our AI scans signals—from smart devices to new pets—to uncover cross and up sales opportunities
AI pinpoints coverage gaps in your clients' policies, giving you clear, ready-to-close cross-sales/upsell opportunities
How Agents Like You Win All Year
You Launch Your Branded App
AI Does the Work
You Profit
Imagine delivering the perfect offer to the right client precisely when it matters
Pricing
Get a risk-free, full-featured pilot for 60 days. Ideal for the first 20 customers to validate demand and refine the product
Starter
— Ideal for small agencies (up to 5 agents) — Branded, AI-powered renewal app — Basic AI-driven upsell and cross-sale insights
$299
Per month
Growth
— Ideal for mid-sized agencies (5-20 Agents) — All Starter features plus: — Enhanced AI insights with deeper analytics — Priority support
$599
Per month
Enterprise
— Best for for large agencies (20+ Agents) — All Growth features plus: — Fully customized branding — Dedicated account management and premium support
$1299
Per month
Start Free
FAQ
We offer a free pilot for the first 20 customers to validate demand and demonstrate impact. After the pilot, pricing starts at $299/month.
Our solution is designed for rapid deployment. Once you’re onboard, your fully branded, AI-powered app is typically up and running within 2-4 weeks.
Not at all. Our solution is turnkey and fully managed—you don’t need any coding expertise or additional software. We handle everything while you focus on your business
Absolutely. We use industry-standard encryption, secure hosting, and comply with all relevant data protection regulations to ensure your clients’ information is always secure.
Yes! Your app will be fully branded to match your unique style. Our team works closely with you to create an experience that truly reflects your brand.
We’ve got you covered. Our dedicated support team and account managers are available to assist you whenever you need help, ensuring your app runs smoothly.
Your pilot is completely risk-free. If our solution isn’t the right fit, you can cancel at any time—without jeopardizing your existing client relationships or incurring extra fees. We’re here to support your success every step of the way.
Ready to Grow Your Revenue by 30%+?
Your Brand. Your App. Your Profit. Launch in 14 Days
16192 Coastal Highway, Lewes, Delaware 19958, County of Sussex