Quote Follow-up
- Automated sequences
- Objection handling
- Agent handoff
Powered by ServiceCaptain
ServiceCaptain for Insurance Agencies
Quote follow-up, renewal reminders, and client communication—automated so you focus on selling.
Secure setup • Tailored workflows • 14-day support
The Daily Grind That Steals Your Time
Quote follow-up gaps
Prospects go cold when quotes sit in inbox without follow-up.
Renewal reminders
Manually chasing renewals instead of growing the book.
Policy changes
Simple changes and questions consume time better spent prospecting.
Pipeline visibility
Hard to see which leads are warm, cold, or ready to close.
Real Work, Not Just Conversation
Renewal Management
- Reminder sequences
- Docs prompts
- Escalation
Client Communication
- FAQ responses
- Change requests
- Status updates
Pipeline Visibility
- Lead stages
- Conversion metrics
- Bottleneck ID
Compliance & Security
- Audit trails
- Data controls
- Regulatory alignment
Handoff
- Agency docs
- 14-day support
- Carrier integration prep
Trusted by Professionals
“Placeholder — replace with verified insurance agency testimonial.”
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More quotes converted
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Fewer lapsed renewals
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Less manual follow-up
Configure Your Package
Build the right setup for your business.
Add-ons
Integrations ($300 each)
Custom Skills ($499 each)
0
Managed Care
Order Summary
One-time
- ServiceCaptain Deployment$1,499
One-time subtotal $1,499
Implementation guarantee: We'll continue until your setup meets your expectations.
Total
$1,499
Related Resources
Ready to Get Started?
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