You got into insurance to build relationships and write policies. Your Chief handles the renewal reminders, service requests, CRM updates, and follow-up sequences so you can focus on selling.
Licensed producers shouldn't be chasing ID cards and processing payment calls. Your Chief handles the service side so you can stay on the sales side.
"Show me every policy renewing in the next 60 days." Your Chief works with your renewal data, surfaces upcoming renewals, and drafts proactive outreach so no client lapses without a conversation first. It connects to your AMS where API access is available, and works from exports and shared data for platforms like EZLynx and HawkSoft.
You quote a prospect and then life gets busy. Your Chief tracks every open quote and sends timed follow-ups: day 3, day 7, day 14. Warm touches without you having to remember to do them.
"My client is asking what their commercial auto covers." Instead of digging through the policy, ask your Chief. It pulls coverage details, limits, and exclusions from your AMS and gives you a clear answer in seconds.
After every client call, dictate a quick voice note. Your Chief transcribes it, updates the contact in your CRM, logs the activity, and sets the next follow-up task. No more end-of-day data entry pile-up.
"Who gave me referrals this year and have I thanked them all?" Your Chief tracks your referral sources, flags anyone you haven't acknowledged, and drafts thank-you notes personalized to each relationship.
"Which carriers write commercial habitational in our state?" Ask your Chief for quick market research before a prospect meeting. Know your options without spending 30 minutes digging through carrier portals.
From sign-up to a working chief of staff, no technical skills required.
Pick your plan. We immediately start building your dedicated, private server.
One hour on Zoom. We discuss your AMS and CRM setup and configure the best integration path. Applied Epic integrations are available for enterprise setups. For platforms like EZLynx, AgencyZoom, and HawkSoft, your Chief works with exported data and monitors your email to stay current. You just share your screen.
Within 48 hours, your Chief is live. Message it from your phone between client calls, from the office, or on the road.
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One-time setup to build your Chief. Monthly subscription to keep it running, learning, and improving.
Month-to-month. No long-term contracts. Cancel anytime.
Your AMS (Applied Epic, EZLynx, HawkSoft) stores data. Your Chief acts on it. It reads your renewal data, drafts outreach, tracks follow-ups, and answers your questions in plain English. We connect directly where APIs are available. For platforms without direct API access, your Chief works from the data you share and monitors your email to stay current. It's the proactive layer on top of your existing systems.
Your Chief runs on a dedicated private server. Your client data never touches another user's instance. All credentials are stored in enterprise-grade vaults, the same security standards used by financial services firms. You stay fully GLBA compliant.
Works for both. Independent agents with multiple carriers benefit from the market research and carrier comparison features. Captive agents benefit from the renewal tracking, follow-up automation, and CRM hygiene tools. Tell us your setup during onboarding and we'll configure accordingly.
Yes. Your Chief can research prospects before calls, draft personalized outreach, track your pipeline, and keep your follow-up sequences consistent. Many agents find the prospecting support as valuable as the renewal management.
P&C, life, health, commercial, personal lines, employee benefits. During onboarding, you train it on your specific book and the lines you write. It learns your market and your clients.
We're building team plans that let your CSRs and producers share context. Email us to get on the waitlist.
Your insurance agency Chief of Staff is live within 48 hours. Spend your time writing policies and building relationships, not chasing renewals.
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