“I’m still manually updating statuses… forgetting to follow up for two weeks… and by the time I call back, the lead already went with the other guy.”
— Independent P&C agent, r/InsuranceAgent (March 2026)
Calling a lead three days late isn’t follow-up. It’s cleanup. And we all know it.
You’re not lazy. You’re just busy quoting policies, dealing with carriers, and trying to run a business. Meanwhile you’re losing leads because manual tracking in Excel or Google Sheets is impossible to keep up with.
Here’s what it actually does
Upload your Excel, CSV or Gmail export. That’s literally it. No complicated setup.
It creates a personalized 7-touch plan (email + SMS + call reminders) that actually sounds like you.
You get a clean dashboard. You see who replied, who’s next, and you stop losing deals to silence.
What it looks like
Early Bird — First 50 agents only
or $39/month if you pay yearly
Join the waitlist & lock in $49/mo
No credit card needed today.
Pay only when you see results in your first month — or full refund.