For independent & captive insurance agencies
Every quote request answered. Every open quote followed up until it's bound.
Your CSRs are on service calls, your producers are quoting and the phone keeps ringing. Selectlogiq answers the calls you can't take, gathers what your producers need to quote, follows up on open quotes until the prospect binds or says no, and asks for the review after a new policy or a claim your team handled. An experienced team sets it up and runs it with you.
Quote request
3 new
Info gathered
2 active
Quoted
4 this week
Bound
—
Reviewed
—
What changes
What insurance agencies owners get back
Quote requests stop going to voicemail
Someone just bought a car or closed on a house and needs coverage now. They get an answer, a few questions about what they're insuring, and a time with a licensed agent — not a callback tomorrow after they've bought from someone else.
Open quotes get worked, not forgotten
Shoppers compare before they bind. Follow-up in your agency's voice keeps your quote in front of them, gets their questions to the right producer and puts them back on the phone when they're ready.
Your book stays yours at renewal
Clients hear from you with an annual review invite before a renewal notice sends them shopping on price. The conversation is about coverage, and it's with you.
A day with the system running
The morning after a hailstorm
Clients call to report damage while your CSRs are already on the line. Every caller is answered, the basics are captured, and anyone with an urgent claim is sent to your team right away.
Day 5 of an open home quote
The homeowner has your quote and 2 others. A short check-in gets their deductible question to your producer, and the follow-up call is on the calendar.
Weeks before a renewal
Policies are coming up. Clients get an invite to book their annual review, so you're talking coverage and discounts before they start shopping on price.
The work it books for you
Trained on the insurance agencies jobs you actually sell, so every call is sorted and booked into the right slot, the way you want it.
- Personal auto
- Homeowners & renters
- Commercial package & BOP
- Workers' comp
- Commercial auto
- Life insurance
- Umbrella policies
- Landlord & dwelling fire
- Boat, RV & motorcycle
- Flood & earthquake
- Surety bonds
The system, mapped to insurance agencies
Two systems, one loop. Capture & Convert covers the first three steps; Reputation Manager covers the fourth.
- 1
Answer
Quote, service and claims calls answered 24/7
Capture & Convert
- 2
Follow up
Open quotes followed up until they bind or say no
Capture & Convert
- 3
Book & remind
Quote calls and annual reviews booked, with reminders
Capture & Convert
- 4
Review
Review request after a new policy or a claim your team handled
Reputation Manager
Growth playbook
The Insurance Agencies Playbook
5 plays built for how agencies actually grow — fast quotes, patient follow-up and a book that renews.
01 Answer the shopper before they call the next agency
People shop insurance when something just changed: a new car, a new house, a new business, a renewal notice with a higher premium. They call a few agencies and work with whoever picks up. The system answers every call and text, asks what they need covered and when it has to start, captures the details your producers ask for, and books a quote call. It never binds coverage or gives coverage advice — that stays with your licensed team.
Plays we set up
- Every quote call answered, even after hours
- Line of business, start date and current carrier captured
- Quote calls booked with the right producer
- Auto
- Quote call at 10 AM
- Homeowners
- Quote call at 11:30 AM
- New restaurant
- Sent to commercial lines
02 Follow up on every open quote
The quote goes out and then it sits. The prospect is comparing prices, waiting on a spouse or just busy. The system checks in on the schedule you set, answers the common questions you've approved, and puts them back on the phone with your producer the moment they're ready to talk.
Plays we set up
- Check-ins after every quote, on your schedule
- Questions you've approved answered your way
- Handed to your producer when they're ready
03 Protect your book at renewal
Clients drift when the first thing they hear at renewal is a higher premium. Invitations to book an annual review go out ahead of renewal, with reminders before every appointment. Service requests — ID cards, certificates, adding a driver — are captured and routed to the right CSR, so your team spends less time on phone tag.
Plays we set up
- Annual review invitations ahead of renewal
- Reminders before every review and quote call
- ID card, COI and policy change requests routed to your CSRs
You don’t have to build any of this. Every play comes set up, and our team tunes it to your business with you in your first week.
Hear it answer a call04 Ask for the review when they feel protected
Nobody leaves a review while they're filling out an application. The right moment is after a new policy is bound and the ID cards are in hand, or after a claim your team walked them through. Reputation Manager sends a one-tap link at the moment you choose. Every client gets the same chance to review.
Plays we set up
- Request timed to a new policy or a closed claim
- Replies to reviews on your main profiles, in your voice
- Recent reviews shoppers see when they compare agencies
★★★★★
“Handled my claim start to finish and checked in on me the whole way.”
Client · sample
Reply drafted ✓05 Get found when someone searches for coverage
Shoppers search "insurance agency near me" and "car insurance near me", then call from the map results. A complete Google Business Profile — the right category, the lines you write, your office hours and service area — plus fresh reviews is what puts your agency in that list.
Plays we set up
- Google Business Profile optimization — available now
- Listings cleaned up so your name, phone and website match everywhere
- New Visibility tools included as they launch — early adopters
Sample Insurance Agency
★★★★★ sample
Insurance agency · Open now · Serves Chula Vista and the South Bay
Profile complete ✓Conversations, names and reviews in the panels above are sample data, not client results.
It talks like your business
During setup we train the system on your services, your prices, your rules and the words your customers actually use. For insurance agencies, that means it’s at home with:
- quote
- bind
- carrier
- dec page
- premium
- deductible
- endorsement
- renewal
- remarket
- COI
- ID cards
- bundle
- policy review
- CSR
- producer
- claim
Keep the software you already use
Selectlogiq handles the front end — calls, texts, follow-up, reminders and reviews. Your job, booking and accounting software stays where it is. Here’s how we fit with the tools insurance agencies businesses use most.
AgencyZoom
Connects through ZapierSales and retention platform for P&C agencies
EZLynx
Connects through ZapierComparative rater and agency management
Canopy Connect
Connects through ZapierCollects a prospect's current policy details
Prospects can share their current coverage before the quote call.
HawkSoft
Runs alongsideAgency management system
Keep managing policies there while we handle calls, follow-up and reviews.
Applied Epic
Runs alongsideAgency management system
Keep running your book there; nothing changes.
AMS360
Runs alongsideAgency management system
Keep running your book there; nothing changes.
Calendly
Connects directlyOnline scheduling for quote calls and reviews
Booked calls land in the same system.
“Connects directly” means a built-in integration. “Connects through Zapier” means the tool has a public Zapier app; that can require a Zapier account of your own, and we set it up with you. “Runs alongside” means there’s no public connector, so we work next to it and send your team the details.
Connects directly with
What it can replace
- A separate answering service
- A missed-call text-back app
- A website chat widget
- An appointment-reminder app
- A review-request app
- A contact spreadsheet or basic CRM
Run the whole playbook without hiring anyone.
Everything above comes with Capture & Convert and Reputation Manager — set up with you by an experienced team and backed by live humans 24/7.
No contracts · No setup fee · Cancel anytime
Questions from insurance agencies businesses
Does this fit the rules insurance agencies work under?+
Your industry's rules on texting, recordkeeping and advertising still apply to everything the system says and sends. Check with your compliance lead before anything goes live. Our team builds the scripts, follow-up and review requests around your rules. We make no compliance claims on your behalf.
Will it quote or bind coverage?+
No. It gathers the details your producers need and books the call. Quoting, binding and coverage advice stay with your licensed team.
Do we have to leave our agency management system?+
No. Keep running your book in HawkSoft, Applied Epic, AMS360 or EZLynx. EZLynx and AgencyZoom connect through Zapier, so new leads can move between them. Selectlogiq handles the calls, follow-up, reminders and reviews.
Can it handle service calls, not just new quotes?+
Yes. It captures ID card, certificate and policy change requests and routes them to the right person on your team, or offers a callback.
Does it work in Spanish?+
Yes. It handles English and Spanish, including callers who switch between the two mid-call.
More professional, financial & real estate playbooks
Real Estate Agents & Teams
Sign calls and portal leads answered while you're at a showing, and someday leads still yours when someday comes.
Mortgage Brokers & Loan Officers
Rate-shoppers get a fast answer, and pre-approved buyers come back to you when they write the offer.
Financial Advisors
Referred prospects reach a discovery meeting, not your voicemail, and annual reviews book themselves.
Accountants & Bookkeepers
Tax-season calls answered, new clients booked for after the rush, and reviews asked for once the return is filed.
Law Firms & Attorneys
Potential clients reach your firm instead of the next result, and consultations actually show up.
Consultants & Coaches
Good-fit prospects book discovery calls, proposals get followed up, and client wins show up in your reviews.
Your next lead is calling right now. Let us make sure someone answers.
Book a 30-minute call. We will show you exactly where you are leaking money and how fast we can plug it. No pitch, no pressure — if it is not a fit, we will tell you.
Rather hear it first? (619) 859-7171 — it answers 24/7.
Pick a time that works
Select a 30-minute consultation window directly on our calendar.
Zero pressure: 30 minutes focused on your phone process & lead intake.
Live demonstration: Hear how the AI system answers and books appointments — or try it yourself right now.
Live in as little as 72 hours: We build everything around your existing business. Texting follows once the carriers approve it.
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