ISound familiar?
Where the hours go.
Your licensed advisors spend as much time on documentation, data entry, and follow-up as they do on writing business. We build the system that takes the admin half off their desk, so the writing half gets its hours back.
Every account, the same loop. Every renewal, the loop starts again. And it all lands on the licensed people who should be writing new business, not chasing paperwork.
What if five of those seven steps ran without them?
IIEvery deployment includes
One system. All seven roles.
Built around your lines, your carriers, your book. One setup. One monthly figure. No per-seat pricing. Live in 5 weeks.
Every deployment is built around the lines you write, the carriers you place with, and the clients you serve. Seven roles run as one system — operated by us, handed to you.
- IEnquiry Intake
Every new enquiry answered the moment it lands, with the qualifying questions asked before a licensed advisor picks it up.
- IIFact-Find Automation
Risk details, claims history, and documentation requests captured through structured conversation, not email back-and-forth.
- IIIMarket Submission Support
Client data prepared in the format each carrier's portal expects, so no-one's retyping the same information five times.
- IVQuote Comparison Assembly
Carrier responses pulled together into client-ready comparisons automatically.
- VCRM Auto-Population
Every conversation, every document, every decision filed directly into your CRM.
- VIRenewal & MTA Management
Renewal cycles diarised, mid-term adjustments handled without dropping in your advisors' laps.
- VIIOperational Audit & Roadmap
Where your operation is losing time, and what to fix next.
Pricing shared on the demo call — scoped to the volume of enquiries and the complexity of the lines you write.
II·VVoices
I thought if I wasn't chasing, deals would die. But we closed two in the last quarter from people I'd given up on months ago. Rosebud was still in touch with them when I wasn't.
Edward HarringtonManaging Director
IIIThe difference
What changes on day one.
Manual · the reality nowRosebud runs it for you
Enquiries sit in an inbox until an advisor has time to replyEvery enquiry answered the moment it lands, qualifying details already captured
Emailing clients three times for missing schedules and claims infoDocumentation requested and collected automatically, no chasing required
Keying the same risk data into five carrier portalsClient data prepared in the format each carrier's portal expects
Building quote comparisons in Excel for every accountCarrier responses pulled into client-ready comparisons automatically
Manual diary notes for renewals 60 days outRenewal cycles diarised and triggered without an advisor remembering
Mid-term adjustments landing on your senior peopleMTAs handled through structured intake, advisor signs off the final
Strategic guesswork on where the operation is losing timeYou already know — and it's already fixed
What lands in your CRM
By the time a prospect reaches your licensed advisor, the fact-find is complete, the documentation is in, and the risk is ready to submit. Every account arrives ready to quote.
Of the eight steps between enquiry and bound policy, your team runs two. We run the other six.
Without Rosebud
- Email thread only
- Half-captured risk details
- Missing documentation
With Rosebud
- Full conversation logged
- Fact-find complete
- Documentation collected
- Ready to submit to market
IVThe honest filter
Built for brokers and agencies already writing.
This works for you if
- You're handling enquiry volume across multiple lines or products
- Your advisors spend more time on admin than on quoting or closing
- You've got a book of renewals that keeps the same loop spinning every year
- You're already using a CRM, or you're open to adopting one
- You want your licensed people doing work that only licensed people can do
This isn't for you if
- You're writing one or two policies a month, on introducer referrals only
- You're looking for a single AI chatbot or a plug-in tool, not a system
- You want software to run yourself — this is a service, not a product
VSee it in action
See how this runs for your desks.
A 30-minute walkthrough of the system mapped to the lines you actually write. You'll see the intake, the fact-find, the market submission prep, and how accounts land ready to quote.
What to expect
A working system mapped to one of the risks you're currently placing. You'll see the conversation, the structured data, the carrier-ready submission, and the pipeline view.
Duration
30 minutes. Zoom. No prep needed.
We build it. We run it. You own it. No lock-in. Cancel any time.
VIFrequently asked
The questions we get on every demo call.
Lead Management & Qualification
Client Engagement & Follow-Up
Operations & Insights