Quote more prospects and retain more policyholders — on autopilot.
Built for Insurance agents, brokers, and agency owners
Your Insurance Automation Stack
Every workflow is pre-configured for how insurance businesses actually operate.
Lead Qualification AI
Scores and categorises inbound leads by coverage type, location, and intent instantly.
Renewal Campaigns
Policy renewal reminders sent on configurable schedules — never lose a renewal to silence.
Referral Sequences
Post-policy referral requests turn happy clients into your best lead source.
Consultation Booking
Self-booking links with pre-qualification questions reduce time wasted on unfit prospects.
Missed Call Text-Back
Every missed call gets an instant response — no lead left behind.
Review Automation
Post-policy review requests build your Google and agent directory reputation.
Done For You in 4 Steps
Discovery Call
We spend 30 minutes mapping your insurance workflows and identifying your top 3 automation opportunities.
We Build Your System
Our team configures your full Ascend workspace — tuned specifically for insurance operations. Done for you.
You Review & Launch
One walkthrough session, a few tweaks if needed, and your automations go live. No onboarding marathon.
Automate & Grow
Leads get instant follow-ups. Bookings fill automatically. You focus on doing the work you're good at.
Ready to Automate Your Insurance Business?
Book a free 30-minute AI Audit. We'll map out your top automation opportunities on the first call — no fluff, no hard sell.