Shops, gyms & agencies Following up on leads and quotes
Policies due in 60 days lined up with carrier quotes
SI drafts. You approve.
SI (Super Intelligence, the new name for AI) flags policies due to renew in 60 days and lines up carrier quotes side by side for the agent. The licensed agent still decides.
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Worth knowing: SI does not sell coverage or give insurance advice.
Start here / Stays yours
SI drafts
- SI flags policies due to renew in 60 days and lines up carrier quotes side by side for the agent. The licensed agent still decides.
Stays yours
- The licensed agent reviews every date, quote, and message before anything goes out.
- SI does not sell coverage or give insurance advice.
- A person sends every request and binds nothing from a draft.
The problem
Renewal dates sit in the book of business, and quotes come back in different formats. The agent then rebuilds the compare sheet by hand before every outreach, which slows the follow-up.
What SI does
SI reads the renewal list and flags policies due in 60 days. It drafts a request from the agent's usual wording and lines up price and term from quotes the agent already has. It does not pick a carrier, sell a policy, or bind coverage.
Examples
The same job looks different in different businesses. These are examples, not client results.
- Independent agency
Home policies due in 60 days are listed, and two carrier quotes land in one sheet for the agent to review.
- Small commercial book
A shop policy due next month is flagged, and premium and term from three quotes sit side by side.
- Personal-lines desk
Auto renewals in the next 60 days get a draft outreach note, and the agent edits the wording before sending.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Use the agency's renewal list or export and the compare sheet layout you already use. Permission is to draft and line up figures, not to send mail or bind a policy. Setup is often a few days while the agent checks the first sheet.
What a human still checks
- The licensed agent reviews every date, quote, and message before anything goes out.
- SI does not sell coverage or give insurance advice.
- A person sends every request and binds nothing from a draft.
Try it yourself
Paste this into your SI tool. Swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Using this renewal list [file], flag policies due in 60 days. Draft a quote request from this wording [paste]. Line up price and term from these quotes [files] in one sheet. Do not pick a carrier or send anything. Pause and show me before sending, submitting, posting or changing anything.
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Next step
Want this built? Book a free 30-minute consultation
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.