Template · Insurance agency
96 policies renew this month. 14 cross-sell fits. Close 9 by Friday.
Renewal and cross-sell engine — policy tracking, risk re-quote, cross-sell scoring, commission reconciliation. Wired into Applied Epic, EZLynx, DocuSign, HubSpot, Stripe, Twilio. Deploy in 60 seconds.
1,114,909 APIs·
11 adapters wired·
0 config
Your firm, today
Live KPIs piped in from the adapters below. Update in real time.
Renewals this month
96
37 re-quoted
Cross-sell opportunities
14
umbrella + flood
Quotes out
23
avg age 2.1 days
Commissions pending
$18.4K
reconciled weekly
Lost to competitor (30d)
4
win-back queued
Three workflows that run themselves
Every step wired to a live API. Open any step and edit it in the builder.
1 · Renewal 60 days out
Re-shop the book, send the best quote, collect signature.
- Applied Epic policy sync
- EZLynx re-quote run
- Best carrier picked
- DocuSign e-app sent
- Premium charged via Stripe
2 · Cross-sell trigger
Score every client monthly and route the top 14 to the producer.
- HubSpot client profile pulled
- Umbrella / flood risk scored
- Top 14 ranked
- Producer task created
- Twilio SMS follow-up
3 · Commission recon
Match carrier statements to policies, flag missing commissions.
- Carrier PDF parsed
- Policy match in Applied
- Shortfalls flagged
- Chase-email drafted
- Monthly P&L built
Connected to the tools you already use
Live adapters. Bring your own credential.
Applied Epic
EZLynx
DocuSign
HubSpot
Salesforce
Stripe
Twilio
Calendly
PandaDoc
Notion
QuickBooks
Fork this template
Type "I run an insurance agency" and Mainframe wires Applied Epic, EZLynx, and DocuSign in 60 seconds.
Start free →