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.
Single Agency
Every template, phone script, and reference explainer — for your whole agency.
Unlimited users, one flat price
- All 130+ email, text & signable form templates
- 75+ phone scripts — intake & sales talk tracks
- Full reference library (CG2010 vs CG2011, DP1 vs DP3, and more)
- Lightning-fast search & category filters
- One-click copy with highlighted fields to swap
- New content added regularly
- Unlimited users, one flat price — no per-seat fees
Multi-Location
For a growing agency or network with several locations — one shared account.
Unlimited users, one flat price
- All 130+ email, text & signable form templates
- 75+ phone scripts — intake & sales talk tracks
- Full reference library (CG2010 vs CG2011, DP1 vs DP3, and more)
- Lightning-fast search & category filters
- One-click copy with highlighted fields to swap
- New content added regularly
- One shared login for the whole organization
- One consolidated invoice
- Priority template & script requests
Multi-Location
For larger agencies, networks, and franchise groups.
Unlimited users, one flat price
- All 130+ email, text & signable form templates
- 75+ phone scripts — intake & sales talk tracks
- Full reference library (CG2010 vs CG2011, DP1 vs DP3, and more)
- Lightning-fast search & category filters
- One-click copy with highlighted fields to swap
- New content added regularly
- One shared login for the whole organization
- One consolidated invoice
- Priority template & script requests
Multi-Location
For large agencies, networks, and national franchise groups.
Unlimited users, one flat price
- All 130+ email, text & signable form templates
- 75+ phone scripts — intake & sales talk tracks
- Full reference library (CG2010 vs CG2011, DP1 vs DP3, and more)
- Lightning-fast search & category filters
- One-click copy with highlighted fields to swap
- New content added regularly
- One shared login for the whole organization
- One consolidated invoice
- Priority template & script requests
Cancel anytime. Pricing scales with your location count — whether you're a single growing agency or a network of independently-owned locations, the price is the same for the same size. More about multi-location & franchise accounts →
What agents are saying
Real producers who've put it to work.
“
Working at an insurance carrier, I've seen firsthand how much this tool helps my agents and brokers. The templates, emails, and waivers take a lot of the busywork off their plates, everything's easier to automate, so they can spend less time on repetitive tasks and more time actually helping their clients. It's honestly become one of my go-to resources for supporting the agent/broker network.
Marc S.
National Accounts Manager
“
This service has saved me so much time and helped me standardize some things. I used to have to write the same type of email over and over and try to tell my people what to write, now we can be on the same page so that we know what information was sent and we don't have to worry about missing important wording. Just the time savings made it worth it, the rest is like a bonus.
Seth
Agency Owner
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