All Set gives insurance agents and agencies an AI-powered operating system that automates lead follow-up, policy renewal reminders, cross-sell campaigns, and client retention — so you can focus on relationships, not paperwork.
Building a book of business means managing hundreds of clients, renewals, and leads simultaneously — without dropping a single one.
You have 300 policies renewing this year. Manually tracking every renewal date, sending reminders, and following up on non-renewals is impossible. All Set automates your entire renewal workflow.
Every client who has auto insurance is a candidate for home, life, and umbrella. But without a systematic follow-up process, cross-sell opportunities go unnoticed. All Set identifies and pursues every cross-sell opportunity automatically.
Insurance leads are highly competitive — prospects request quotes from 3–5 agents simultaneously. The agent who responds first wins. All Set responds to every lead in under 2 minutes, 24/7.
Applied Epic, EZLynx, Calendly, Mailchimp, and a separate CRM — you're paying $1,000+/month for tools that don't integrate. All Set consolidates everything into one platform.
You don't know which clients are at risk of lapsing, which have cross-sell potential, or which are your most profitable relationships. All Set gives you complete visibility into your book.
Referrals are the highest-quality leads in insurance — but most agents have no systematic process for asking. All Set automates referral requests at the peak of client satisfaction.
Never lose a client at renewal time again. All Set automatically sends renewal reminders at 90, 60, 30, and 7 days before each policy expiration — via text, email, and phone — and escalates non-responses to your attention.
Get This FeatureEvery client in your book is a cross-sell opportunity. All Set identifies clients who have one line of coverage and runs personalized campaigns for complementary products — turning single-policy clients into multi-policy relationships.
Get This FeatureRespond to every new lead in under 2 minutes — from your website, aggregators, and referrals. All Set sends an immediate response, follows up with quote reminders, and nurtures undecided prospects until they're ready to buy.
Get This FeatureThe best time to sell additional coverage is when a client's life changes. All Set monitors for life events — new home purchase, new baby, marriage, retirement — and automatically triggers relevant coverage conversations.
Get This FeatureReferrals are your highest-quality leads. All Set automates referral requests at peak satisfaction moments — after a smooth claim, after a renewal, after a new policy — and tracks referral revenue automatically.
Get This FeatureAnnual policy reviews are your best retention tool — but scheduling and conducting them manually is time-consuming. All Set automates annual review outreach, books review appointments, and prepares coverage gap analysis for each client.
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Practical strategies and playbooks for insurance agents professionals who want to close more business with less effort.
Lead Generation
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