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Convert · Quote Engine

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.

Win-Back List in your first 10 daysReach-outs always onIncluded on Pro and Max
What it does
  • The Win-Back List, in your first ten days
    We 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 Review
    Every 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-outs
    The 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.
The logic

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 Worth
How it works

From a folder of dead quotes to a working call list.

01
We pull your quote history
A read-only export of your existing customer and quote data from the last two to three years. No migration, no replacement.
02
We rank every dead quote
Each one scored by likelihood to close now, so your team works the best ones first.
03
Win-Back List, week one
A scored call list in your first ten days, before your new website even launches.
04
The Ledger keeps firing
Renewal windows, expiring estimates, and seasonal callbacks reach out automatically from then on.
What you get

Everything needed to work the money already in your systems.

The Win-Back List
Every dead quote from the last two to three years, ranked by likelihood to close now.
Quarterly book review
Your full book or pipeline analyzed every quarter for what is hiding in it, loaded straight into campaigns.
X-date and renewal timing
Reach out 60 to 90 days before home renewals and 30 to 45 before auto, right when prospects shop.
Always-on re-engagement
Renewal windows, coverage reviews, and life-event triggers fire on their own date.
Perfectly timed review ask
The review request sent at the exact moment of the win, while the relief of being covered is still fresh.
Consent and compliance built in
Runs with consent on file, honors opt-outs instantly, and follows quiet-hours rules.
Built for your industry

One engine, named for how your industry buys again.

Insurance
Every quote deposits an x-date
Home runs on 12-month terms and carriers mail renewals about 45 days out, so we reach out 60 to 90 days before. Auto runs on 6-month terms, so the window is 30 to 45. The quarterly review flags monoline households for bundles.
The list you already own

The hardest part is already done. The follow-up is the leak.

5x
less expensive to re-engage a past quote than to acquire a brand-new lead.
Invesp
60-70%
close probability on an existing customer, vs. 5 to 20% on a cold prospect.
Marketing Metrics
80%
of sales take five follow-ups, yet most quotes get one and then go quiet.
Brevet Group
10 days
to a scored win-back list, built to pay for the engagement on its own.
Rivyn onboarding
No migration, no replacement

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 replace
    We export from the systems you already run. Nothing gets migrated or swapped out.
  • You own every byte
    Your data stays yours. Full export any time, deleted on request.
  • Consent and opt-outs honored
    Every reach-out runs with consent on file and honors opt-outs instantly.
  • Quiet-hours rules followed
    Compliance is built into the engine, not bolted on after the fact.
Included on Pro and Max

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.