InsureFollow

For insurance agents & brokers

You sent the policy quote. Don't let it expire.

InsureFollow reads your policy quotes and follows up with prospects on auto-pilot — so you close more policies without the busywork.

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Sound familiar?

These are the jobs people lose because they forgot to follow up.

Health Insurance · Florida

"Sent 35 quotes during open enrollment. Followed up on maybe 8. Lost the rest to agents who called back."

Lost commissions: $28,000

Auto Insurance · Texas

"Prospect said they'd compare rates. I never circled back. They went with a competitor who did."

Lost commissions: $4,200

Life Insurance · New York

"I had 12 term life quotes sitting in my draft folder. By the time I followed up, 3 had already bought elsewhere."

Lost commissions: $18,600

See the difference

The same quote. Completely different outcome.

✕No follow-up

Scenario

Sent a $8,500 quote on Tuesday.

TueYou: busy, no time

WedStill silent

ThuClient calls competitor who followed up

FriYou get a call: "Found someone else"

Result

-$8,500

Gone. Just like that.

✓InsureFollow follows up

Scenario

Sent a $8,500 quote on Tuesday.

TueYou send the quote normally

WedInsureFollow sends: "Hey Sarah, any questions?"

ThuClient replies: "Yeah, let's do it!"

FriDashboard: job booked, payment incoming

Result

+$8,500

Locked in. You did nothing.

How it works

Set it up once. Walk away. Win more jobs.

Send your policy quote as usual

Email it, or paste it into the dashboard. We adapt to your workflow.

AI follows up at the right time

InsureFollow reads your quote and sends smart follow-ups when prospects are most likely to convert.

You only handle the signatures

Common questions get answered automatically. When a prospect says "sign me up", you get an alert.

Features

Everything you need to stop losing quotes

Follow-ups that sound like a real agent

No robotic "just checking in" messages. AI writes warm, professional follow-ups that feel personal.

Timing that respects the buying cycle

Follow-ups arrive when prospects are comparing options — not during your busiest enrollment period.

Hot lead alerts

The moment a prospect says "I'm ready to apply", you get an instant notification.

Conversion tracking by product line

See which products convert best from quote to policy. Focus your energy where it pays.

AI auto-reply for common questions

Questions about coverage, deductibles, or premiums? AI answers instantly — 24/7.

Instant alerts

Get notified the second a prospect wants to bind. Don't lose another policy to silence.

Preview

This is what your dashboard looks like

All your quotes in one place. Filter, search, and track every job.

Mike Chen

Kitchen renovation · Aug 14 · 2 follow-ups

$3,200Following up

Sarah Johnson

Bathroom remodel · Aug 10 · 1 follow-up

$8,500Won

Tom Williams

Roof repair · Aug 8 · 0 follow-ups

$5,000Replied

Lisa Brown

Landscaping · Aug 5 · 3 follow-ups

$2,800Lost

Ready to stop losing quotes? Set up your dashboard in 10 minutes.

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Story

Why I built this

An insurance agent I know in Ohio. Last quarter he sent out 52 policy quotes. Heard back from 18. He was too busy servicing existing clients to follow up on the other 34.

I did the math. That's $31,000 in potential revenue just… gone. Not because his rates were wrong. Not because his coverage was bad. Because he forgot to follow up.

InsureFollow exists so you never have to face that again. Send your quotes the way you always do. Even on your busiest week, the follow-ups happen automatically.

InsureFollowDay 3 Follow-up

"Hey Mike, just checking in on that quote I sent over. Any questions or ready to lock it in?"

Sent automatically · 2:34 PM

Pricing

Simple pricing

Free to start. Upgrade when you outgrow it.

Free

Start here

$0forever

✓Up to 10 quotes

✓AI quote reading & dashboard

✓Day 1 / 3 / 7 follow-ups

✓AI auto-reply to common questions

Get started free

Professional

Common questions

Stop losing jobs to silence.

Join insurance agents & brokers who never miss a follow-up again.

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