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Insurance agency CRM that runs the admin half of the week

The layer between a new quote request and a bind-ready file. It answers in under 30 seconds, captures the risk details, books the agent call into your calendar & writes the record into your CRM. It never binds coverage. That decision is always the licensed agent's.

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01 — Answer & capture

How fast should an insurance agency respond to a quote request?

In under 30 seconds. A missed call gets a text back; web forms and comparison-site leads get a reply just as quickly. The auto or home lead books a producer call with you before it goes cold, with coverage type, effective date and prior carrier captured up front for your team to rate.

Every quote request answered in under 30 seconds

A missed call gets a text back; web forms and comparison-site leads get a reply just as quickly. The auto or home lead books with you before it goes cold.

Risk details captured up front

Coverage type, effective date, prior carrier & the details your producers rate on, captured before the lead shops elsewhere.

Screenshot of an insurance quote request answered in under 30 seconds and qualified for review.
02 — Qualify & route

How does the system qualify a lead without binding coverage?

Through structured conversation against your appetite. Line of business, risk profile and the facts your agency screens on are captured and prepared for a producer, never bound automatically. Bind decisions and complex or high-value risks always reach a licensed agent; follow-up and scheduling run without one.

Your appetite

Qualification by structured conversation

Line of business, risk profile & the facts your agency screens on, prepared for the producer, never bound automatically.

Reaches the agent

Binding & anything complex

Bind decisions always reach a licensed agent. Complex or high-value risks route immediately, with full context attached.

Handled without you

Follow-up & scheduling

Follow-up, scheduling & status updates run without a producer, so their time goes to quotes worth writing.

The leads you pay for and never call back: recovered and booked.

New recordComplete ✓
ContactCaptured
TypeIdentified
DetailsRecorded
AppointmentBooked
Written into your CRM
Writes into
Your CRMYour calendarYour inbox
03 — Your system of record

Where does lead intake sit next to our agency management system?

Contact, risk details and quote status are written straight into your CRM, and the producer call is booked into your calendar, so producers open a complete, bind-ready file before they take the policy forward in the agency management system they already run.

Writes into your CRM

Contact, risk details & quote status written into your CRM, with the producer call booked into your calendar.

Priced to your lead volume

Scoped to your lead volume & agency size. Tiers published on the pricing page, no lock-in, cancel any time.

Where the line is

What stays with you.

✓Binding coverage — never automated, always a licensed agent's.
✓Underwriting & rating — we capture the inputs; you rate and bind.
✓Coverage advice — every conversation is procedural; coverage questions route to you.
✓Claims decisions — we intake; you and the carrier decide.
✓Compliance & licensing — every producer touch stays with your licensed team.
✓Client relationships — Rosebud handles the admin; you handle clients.

Binding and coverage advice are always a licensed agent's, never automated, and that is what makes the system safe to run in a licensed agency.

FAQs

The questions we get on every demo call.

In under 30 seconds, day or night. A missed call gets a text back; web forms and comparison-site leads get a reply just as quickly. The agency that responds first usually writes the policy. This makes sure you respond first.

No. It captures the risk details a quote needs and books the producer call. Binding, rating and coverage advice always stay with a licensed agent. The system never advises or binds.

Anything your appetite flags as complex or high-value routes straight to a licensed agent with full context, rather than being quoted automatically. You decide what to write.

Rosebud writes contact, risk and quote records into your CRM and books the producer call into your calendar. Your licensed team takes the policy forward from there in the agency management system you already run.

Renewal reminders and follow-up run automatically on a set cadence, so the leads and renewals you'd otherwise drop get recovered.

Records are written into your CRM, and every producer touch stays with your licensed team. Nothing goes live until your compliance sign-off.

Every build is scoped to your lines, appetite and rules, tested against real leads, and goes live with your sign-off at each stage. Nothing runs on a client until you've approved it.

The capabilities behind it

Every plan runs all seven flows end to end.

Capture →Qualify →Book →Retain →Reactivate →Closed-loop attribution →
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The offer

See how agency intake runs for your book.

Built around your lines, your appetite & the way your agency already works. Plans & pricing on the page.

See plans & pricing →