Smart renewals
Multi step reminder sequences before renewal dates across SMS, email, and tasks.
Protect residual income
Automate your agency’s daily client tasks
Insurely handles renewal reminders, policy touchpoints, and follow ups so producers close, not chase paperwork.
Summit AgencyLakeview InsuranceBeacon BenefitsNorthwind CoverPrimeShield
11 hrssaved weekly
+18%renewal retention
<3 daysaverage setup
1,200+agencies live
When follow ups slip, revenue slips
Keep every lifecycle touchpoint on schedule, renewals, birthday notes, claim check ins, and cross sell prompts.
Client care flows
Automate onboarding packets, document requests, and quarterly check ins.
Producer dashboard
See at risk policies, open tasks, and pipeline value in one clean view.
How agencies launch Insurely
Audit book
Import policies and map renewal windows.
Build sequences
Configure SMS/email touchpoints by line of business.
Train team
CSRs and producers get a guided workspace tour.
Measure lift
Track retention, hours saved, and open tasks weekly.
Built for independent agencies
White glove client care at scale, without enterprise complexity or extra headcount.
- Personal & commercial lines
- Producer task queues
- Manager retention dashboards
Integrations
Plug into the stack your producers already live in.
AMS360
Applied Epic
Twilio
Outlook
HubSpot
Zapier
Reviews
Agencies that got time back
What producers and ops leads say after switching to Insurely.
★★★★★
“Renewal reminders stopped falling through. Our retention jumped in one quarter.”
★★★★★
“Client care used to be sticky notes. Now the whole desk runs from one queue.”
★★★★★
“Onboarding was painless and the AMS sync just works.”
“Renewals stopped falling through the cracks in week one.”
Dana Ortiz · Principal, Lakeview Insurance
FAQ
Common questions from agency owners before switching.
How long is setup?
Most agencies launch their first book in under three days with guided onboarding.
Do you support SMS?
Yes, email and SMS sequences with compliance friendly templates.
Is there a trial?
14 day trial on Essentials and Growth. Enterprise includes a guided pilot.
Run a tighter book of business
Guided setup for your first book.