Grow Your Insurance Agency 365 Days a Year
We build your agency its own branded client app — your face on the icon. Clients get instant plan comparisons, digital ID cards, and a direct line to you — so you keep their business for life.
Free ROI Snapshot
Commission You Could Recover
$4,320/yr
at 12% commission · 5-pt retention improvement · first-year commissions
See Full Breakdown ↓Trusted by insurance agents across the country
365
days of automated client engagement
12+
touchpoints per client per year
90/60/30
day renewal countdown alerts
5 min
from signup to first reminder
Our Agent Services
Full-service client engagement that keeps your book of business growing, retained, and profitable.
Policy Reviews
We review every client's coverage to close gaps, prevent surprises, and keep policies competitive — so renewals stick and clients stay.
Client Engagement
Automated check-ins, birthday messages, and policy updates keep clients engaged all year — not just at renewal time.
Quote Comparisons
We compare quotes across top carriers in minutes, so your clients get the right coverage at the best price — and you stay their first call.
Milestone Tracking
Automated reminders for birthdays, policy renewals, and life events keep you in front of clients at the moments that matter most.
Renewal Management
We monitor every policy's renewal date, prep review docs ahead of time, and trigger outreach 90, 60, and 30 days out — so renewals never slip through the cracks.
Billing & Commissions
We handle policy paperwork, track commissions, and follow up on outstanding items so you get paid on time, every time.
What Client Churn Costs Your Book
Commission-based math — the income you actually keep.
Most agents earn 10-15% of premium
Industry average: 84-88%
Top performers run 92-95%
What Churn Costs You
$11,232
52 clients lost at 87% retention = commissions gone
Recoverable Commission
$4,320
moving retention from 87% to 92% saves ~20 clients/yr
Net Annual ROI (Solo Agent plan)
$3,132
after $1,188/yr — pays for itself after saving just 6 clients
Your book of business is a ~$172,800 asset (commonly valued at 2x annual commission) — every point of retention protects it.
See It LiveEstimates use commission income (clients × premium × commission rate), not premium itself. Benchmarks: average agency retention 84-88%, top performers 92-95%, book valuation ~2x annual commission. Illustrative only — your book may vary. Recovered commission counts first-year commissions only; retained clients typically stay for years, so long-run ROI is higher.
What every client gets inside your branded app — included in both plans.
Getting Started Is Simple
No long contracts. No complicated setup. Just better client engagement — starting today.
Sign Up
Create your account in 5 minutes. No long contracts.
Add Your Clients
Import your book of business and set your renewal and milestone preferences.
Start Engaging
Your clients download your branded app, and we begin tracking policies, sending reminders, and growing retention immediately.
What Our Agents Say
Real results from real insurance agents.
"Policy Pals 365 transformed my renewals. I haven't missed a client milestone in months."
Willie B.
Agent, Auto & Home
"My retention rate went up 15% in the first year. The milestone reminders are a game changer."
Janet M.
Agency Owner, Life & Health
"No more chasing clients for policy reviews. They handle the follow-up so I can focus on selling."
Sean F.
Agent, Commercial Lines
Why Agents Choose Us
We build your brand, not ours. Your clients download YOUR app — your face on the icon, your name on every reminder. We're the engine behind your agency's client experience.
Maximize Your Retention
- ✅ We find every renewal and review opportunity
- ✅ Automated milestone and birthday outreach
- ✅ Quote comparisons across top carriers
- ✅ Win-back campaigns for at-risk clients
Hands-Off Admin
- ✅ All client follow-up handled automatically
- ✅ Policy reviews and compliance managed
- ✅ Commission and billing paperwork tracked
- ✅ Renewal monitoring across every line
Built for Your Success
- ✅ No contracts, cancel anytime
- ✅ No hidden fees, just one simple price
- ✅ Dedicated support for your agency
- ✅ Free trial, risk-free
Simple, Transparent Pricing
Transparent pricing for solo agents. Agency plans are shaped in your free consultation.
Solo Agent
For the individual agent growing their book
$99/mo
- Your own branded client app
- Automated renewal & milestone outreach
- Instant plan comparisons
- Digital ID cards for every client
- Direct client chat
Growing Agency
Pricing shaped to your agency in a free consultation
Custom pricing
- Everything in Solo Agent
- Up to 5 team seats
- Bulk campaigns & win-back sequences
- Commission & billing tracking
- Priority support
No setup fees · No contracts · Cancel anytime
Start Your Free Trial
No contracts. No hidden fees. Just better client engagement — or you don't pay. That simple.
Book Your Demo