What it solves
- Saves hours every week — no more staring at a blank screen writing the same follow-up for the hundredth time.
- Cuts long emails down to seconds — search, copy, swap the highlighted fields, send.
- Standardized answers — a solo agent sounds polished; a team sounds consistent instead of winging it.
- Your team stops guessing — new staff explain "additional insured" or "CG2011" correctly from day one.
- Fast, smart search — type what's happening ("received your quote," "needs roof photos") and the right wording appears.
- Always growing — new templates, scripts, and reference explainers are added regularly, and you can request a template any time.
Free
See the quality before you pay a cent.
- 2 email + 2 text templates
- 2 reference explainers
- Full search & filters
- Request-a-template access
- All 101 templates
- Phone scripts
- Full reference library
Templates
Every email & text your team needs to send.
Whole agency · unlimited users
- All 101 email & text templates
- Quote follow-ups, service, renewals, cross-sell & E&O wording
- Lightning-fast search & category filters
- One-click copy with highlighted fields to swap
- Whole agency — unlimited users
- New templates added regularly
- Phone scripts
- Full reference library
Complete
Templates + scripts + the reference library. The whole toolkit.
Whole agency · unlimited users
- Everything in Templates
- Phone scripts — intake & sales talk tracks
- Full reference library (CG2010 vs CG2011, DP1 vs DP3, and more)
- Standardized answers so every teammate explains it the same way
- Whole agency — unlimited users
- New scripts & explainers added regularly
Cancel anytime. One subscription covers your entire agency — no per-seat fees.
What agents are saying
Real producers who've put it to work.
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Written by someone who's lived it
Every template, script, and explainer comes from 22 years in the P&C industry — not a copywriter guessing at what agents need. Missing something? Tell us and we'll write it.
Browse the free preview →Templates and reference material are starting points for licensed professionals and must be reviewed before use. Use does not guarantee any sale or outcome. Not legal, compliance, or E&O advice. Full disclaimer