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Lead intake that turns a quote request into a booked call — without touching underwriting

The layer between a new quote request and a bind-ready file. It answers in seconds, captures the risk details, books the agent call & writes the record into your agency management system. 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 seconds. A missed call gets a text back; web forms and comparison-site leads get an immediate reply. 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 seconds

A missed call gets a text back; web forms and comparison-site leads get an immediate reply. 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.

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; document collection 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

Documents & scheduling

Document collection, 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.

03 — Your system of record

How does lead intake reach our agency management system?

Contact, risk details and quote status are written straight into the agency management system you already run — not a parallel tool. It's a system we feed, not one we replace, so producers open a complete, bind-ready file instead of a half-filled quote sheet.

Writes into your agency management

Contact, risk details & quote status synced into the agency management system you already run. A system we feed, not one we replace.

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 — we handle the admin; you handle clients.

Binding and coverage advice are always a licensed agent's, never automated. This isn't a limitation — it's the reason the system is safe to run in a licensed agency.

FAQs

The questions we get on every demo call.

In seconds, day or night. A missed call gets a text back; web forms and comparison-site leads get an immediate reply. The agency that responds first usually writes the policy — this makes sure that's you.

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.

Yes. It writes contact, risk and quote records into the agency management system you already run. Your system stays the source of truth; Rosebud feeds it rather than replacing it.

Renewal reminders, document chase and follow-up run automatically on the cadence that keeps business on the books, so the leads and renewals you'd otherwise drop get recovered.

Records are written into your agency management system, not held in a parallel system, 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 →Follow through →Closed-loop attribution →
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The offer

See how agency intake runs for your book.

Built around your lines, your appetite & the agency management system you already run. Plans & pricing on the page.

See plans & pricing →