Grow your insurance agency using AI & automations.
Policy Growth is the AI-powered growth engine for independent agents. Generate exclusive leads, automate quoting and renewals, and run a 24/7 virtual front office — without hiring more staff.
One stack to source,
close, and keep policies.
Most agency software is a tool you have to learn. Policy Growth is an outcome — a configured AI workforce that runs prospecting, quoting, support, and retention from one panel.
AI Lead Generation
Source ready-to-buy auto, home, life and commercial leads — exclusive to you. AI scores, enriches, and routes each one.
AI Virtual Assistants
Voice + chat agents that quote, book appointments, and answer policy questions 24/7 — in your voice.
Renewal & Retention
Auto-flag at-risk policies 90 days out, trigger personalized outreach, and recover lapsed clients on autopilot.
Quoting Automation
Plug into your raters. Instant multi-carrier quotes returned to leads while they're still on the page.
CRM Integration
Bi-directional sync with HubSpot, Salesforce, AgencyZoom, EZLynx, Applied Epic — or use our purpose-built CRM.
Social Media Engine
Daily on-brand posts across Facebook, Instagram, and LinkedIn — written by AI, approved by you in two taps.
Appointment Setting
Discovery → review → close. Our AI books real policy reviews on your calendar, with reminders and rescheduling.
Done-for-you Support
A real human team that builds, monitors, and tunes your stack. You don't learn the tools — we run them for you.
Policy Growth Academy
On-demand courses on AI workflows, prospecting, and retention. Cohort programs for agency owners scaling past $1M GWP.
24/7 Live Support
Slack, phone, or in-app. Average first response under 4 minutes — including weekends and after-hours emergencies.
Want to see all 10 working on a real policy?
We'll wire your zip codes, lines of business, and CRM into a live sandbox in 48 hours — then walk you through the AI handoff end to end.
The cheapest lead
is the one already sold.
Our AI runs intent searches across the open web, public filings, and policy renewal cycles — surfacing the people most likely to buy this week. Each lead is enriched, scored, called, and only routed to you when it's ready to bind.
A new lead enters at 9:14 AM.
By 9:17 AM it's a booked quote review.
Inbound trigger
Enrich & score
AI voice qualifies
Booked → your calendar
Agents using Policy Growth grow 3.4× faster than peers.
We replaced two part-time CSRs and a marketing contractor with Policy Growth. The AI calls every new lead inside two minutes — our close rate jumped from 11% to 28% in the first quarter.
See the AI working on a live policy in 30 minutes.
Book a demo and we'll show your numbers — leads sourced in your zip codes, your renewal cohort, your close rate uplift. No slides. Just the product on your data.