Here's Exactly What You Get

Problems this solves for your agency

Every one of these came from a real agency. Here's exactly what changes when you join.

PROBLEM

Every producer writes client emails a little differently — nothing sounds standardized.

169 ready-to-send templates mean your whole agency sends the same, professional wording every time.

PROBLEM

A new hire needs weeks before they can explain coverage correctly to a client.

Point them at the Reference Library — plain-English explainers get them answering correctly on day one.

PROBLEM

Training a virtual assistant or remote CSR eats hours of your own time.

Hand them the Reference Library instead — they look up the answer themselves, without pulling you off selling.

PROBLEM

A client declines flood or umbrella coverage, and you have no paper trail.

Signable declination forms and E&O confirmation emails create a written record the same day it happens.

PROBLEM

You're winging it on intake calls, sales pitches, and objection handling.

101 word-for-word phone scripts keep every call on track, so nobody freezes on a hard question.

PROBLEM

Quotes go out, and the follow-up... just doesn't happen.

Ready-written follow-up sequences mean more quotes get a second and third touch instead of quietly dying.

169 ready-to-send email & text templates

Numerous printable, signable coverage declination forms — flood, earthquake, ordinance or law, umbrella & more

Two structured onboarding tracks — train a new CSR or producer in four weeks

101 phone scripts — intake & sales talk tracks

95 plain-English coverage explainers (reference library)

Personal lines & commercial lines — home, auto, GL, workers' comp & more

Lightning-fast search — type the situation, get the wording

One-click copy with highlighted fields to personalize

Your whole agency — unlimited users, one flat price

Detailed proposals, built in seconds

The long proposals — general liability, builders risk, commercial auto, property, workers' comp — come with a builder. Choose your limits package once and it's remembered; tick the sections that apply to this account and the rest never appear.

DETAILEDGeneral Liability Quote Proposal· built in about ten seconds

Build this proposal

Classification

Estimated total due

Limits package

Choose a package…

General Aggregate—

Each Occurrence—

Products / Completed Ops—

Personal & Advertising Injury—

Damage to Premises—

Medical Expense—

Deductible per claim—

Sections to include

Pond / dock / pool note

Financing is offered

Commercial auto not included

Add plain-English explanations

The email your client gets

GENERAL LIABILITY — INCLUDED IN THIS QUOTE

Classification: …

Estimated Total Due: …

Note: if you have a pond, dock, or pool on the premises, reply — the price will need updating.

PROPOSED LIMITS OF LIABILITY

General Aggregate: —

Each Occurrence: —

Products / Completed Ops: —

Personal & Advertising Injury: —

Damage to Premises: —

Medical Expense: —

Deductible per claim: —

COMMERCIAL AUTO IS NOT INCLUDED

Personal auto policies generally exclude business use.

WHAT EACH OF THOSE ACTUALLY DOES

General Aggregate — the most the policy pays in total across the year. Each Occurrence — the most for any single claim.

…plus policy terms, next steps, and the disclaimer.

Pick a limits package and all seven lines fill at once. Untick a section and it leaves the email — no deleting paragraphs by hand and hoping you got them all.

DETAILEDCommercial Auto Quote Proposal· built in about ten seconds

Build this proposal

Vehicles on the policy

Estimated total due

Limits package

Choose a package…

Combined Single Limit—

Uninsured / Underinsured—

Medical Payments—

Comprehensive deductible—

Collision deductible—

Sections to include

Trailer coverage note

Hired & non-owned auto

Available discounts

Add plain-English explanations

The email your client gets

COMMERCIAL AUTO — INCLUDED IN THIS QUOTE

Vehicles on the policy: …

Estimated Total Due: …

PROPOSED LIMITS OF LIABILITY

Combined Single Limit: —

Uninsured / Underinsured: —

Medical Payments: —

Comprehensive deductible: —

Collision deductible: —

HIRED AND NON-OWNED AUTO

Responds when an employee runs a business errand in their own car, or when the business rents a vehicle. Personal auto policies exclude business use.

DISCOUNTS THAT MAY APPLY

Prior continuous coverage, and an active general liability policy in force.

WHAT EACH OF THOSE ACTUALLY DOES

Combined Single Limit — one limit for injuries and property damage together. UM/UIM — covers your driver when the other driver has none.

…plus policy terms, next steps, and the disclaimer.

Pick a limits package and all seven lines fill at once. Untick a section and it leaves the email — no deleting paragraphs by hand and hoping you got them all.

Ready when you are — one price, your whole agency.

Unlimited users, no per-seat fees. A free account opens more of the library than browsing anonymously does — no card, cancel nothing.

Create a free account →See pricing — $49/mo

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New templates, scripts & reference articles are added every month.

Don't see the exact wording your agency needs? Subscribers can request a specific template, phone script, or reference article — we write it and add it to the library for you.

Request a template →

Why agents use this

Save hours every week

No more staring at a blank screen for the same quote follow-up or renewal notice.

Send more follow-ups

The second and third touch actually go out, so fewer quotes quietly die.

Sound consistent

Every producer and CSR answers clients the same, professional way.