Your book of business,
amplified.
Renewal tracking, cross-sell triggers, policy Q&A, quote comparisons. Built for P&C, Life, and Commercial agents who live or die on retention and cross-sell.
What insurance closers get day one.
Your book of business, mapped — retention rate, premium by line, cross-sell gaps surfaced live.
Renewal alerts 60 / 30 / 14 days out with retention scripts ranked by your save rate.
Cross-sell trigger engine — every auto-only client with a home, every homeowner without an umbrella.
Policy Q&A in plain English — deductibles, endorsements, exclusions, coinsurance, declarations pages.
Quote comparison side-by-side — same coverage across 3+ carriers with commission implications.
Commission tracking — new business vs renewal, override splits, contingency bonus math.
Life sales math — permanent vs term illustrations, cash value projections, 7-pay tests, modified endowments.
Integrations with Applied, EZLynx, HawkSoft, AgencyBloc, Salesforce FSC, and most AMS platforms.
What this looks like on a shopping call.
Long-time client calls. Their auto renewal went up 18%. They're shopping. You have 40 seconds before they threaten to leave.
You open Closers Assist on your phone. Type: Client shopping auto — 18% increase at renewal.
The agent pulls their full book, flags they've never bundled their home policy, runs the bundled quote, and gives you 3 retention plays ranked by save probability.
You save the auto, add the home, and cross-sell the umbrella. Retention intact, premium up 24%.
$9.99 per rep, per month.
Works with Applied, EZLynx, HawkSoft, AgencyBloc, Salesforce FSC. No integration fees.
See full pricing