Pulls each renewing policy, compares terms and premium against last year, and drafts the client email. Free to start. Pro is $19/month.
Free to start — no credit card. Pro is $19/mo with a 30-day money-back guarantee.
Renewing in 30 days
2 policiesLiberty Mutual·Commercial Property·$18,400/yr·30-day notice
Brightwater — your property renewal is coming up (let's review limits)
This is the real desk — policies ranked by lapse risk, an editable email draft on every card. The demo has your whole book waiting.
One click reads the policy against what changed since binding — stale limits, missing lines — and turns each gap into a cross-sell with the reasoning attached.
Nationwide · BOP · $5,400/yr
Coverage
Business owner's policy for the practice — property + liability bundle.
AI coverage-gap analysis
Book the review call and the talking points write themselves — from the policy, the gaps, and the last touch. Outcome and next steps land back on the book when you hang up.
Mon, Jun 23 · 2:15 PM · Homeowners — State Farm
Talking points
Coverage notes to raise
Basement adds ~$30K replacement value not currently covered.
After the call
No per-seat pricing, no usage meters, no demo call — one flat price. No contracts. Cancel anytime. No credit card to start.
Add your accounts and policies by hand and work the renewals desk — every policy inside 60 days, tracked — free forever.
The AI compares each renewal's terms and premium against last year and drafts the client email for your review.
30-day money-back guarantee — if Pro doesn't pay for itself, full refund, no questions asked.
The demo book is live — free, no card. See your first risk-ranked renewal in under a minute.