Your best lead list is the one you already paid for.
Years of quotes that never closed are sitting in your systems right now. The Quote Engine finds the money in them, and in the customers you already serve.
- The Win-Back List, in your first ten daysWe rank every dead quote from the last two to three years by likelihood to close now. Your team gets a scored call list in week one, built to do one thing: pay for the engagement on its own.
- The Quarterly ReviewEvery quarter we analyze your full book or pipeline and surface what is hiding in it: customers ready to buy more, accounts about to leave, prospects nobody has touched in 18 months. Findings load straight into campaigns.
- Always-on reach-outsThe Ledger fires on every captured date, forever: renewal windows, expiring estimates, seasonal callbacks, and the review request sent at the exact moment of the win.
A quote that didn't close isn't dead. It's early.
Every quote you have ever given carries a date it becomes live again. For most buyers it is the renewal date, because that is the only time they will seriously shop their coverage. For others it is a coverage gap that finally bites, or a life change that reshapes what they need. You already did the hard part: you found the prospect, earned the conversation, and priced the policy. The Quote Engine makes sure you are the one standing there when the date arrives.
“I have quoted hundreds of policies that went quiet. I always assumed they bound with someone else, but I never actually checked.”
Commercial lines producer, DFW“Our renewals just happened to us. We never reached out before the carrier letter hit the mailbox.”
Independent insurance agency, Dallas“The follow-up was the leak. Good quotes, no system to bring them back.”
Personal lines agent, Fort WorthFrom a folder of dead quotes to a working call list.
Everything needed to work the money already in your systems.
One engine, named for how your industry buys again.
The hardest part is already done. The follow-up is the leak.
We work on top of the systems you already run.
EZLynx, HawkSoft, Applied, AMS360, whatever agency management system you run. Read-only exports, no rip and replace, and you own every byte. Compliance is built into the engine, not bolted on: consent on file, instant opt-outs, and quiet-hours rules.
- Read-only, no rip and replaceWe export from the systems you already run. Nothing gets migrated or swapped out.
- You own every byteYour data stays yours. Full export any time, deleted on request.
- Consent and opt-outs honoredEvery reach-out runs with consent on file and honors opt-outs instantly.
- Quiet-hours rules followedCompliance is built into the engine, not bolted on after the fact.
Go work the lead list you already paid for.
Month to month. Win-Back List in your first ten days. Read-only, no rip and replace.