Your CRM Is Sitting on a Goldmine

We've successfully reactivated leads that are 3-5 years old. The key factor isn't age — it's whether you have accurate contact information. Our AI references their history with your agency, which immediately creates a warmer conversation than any cold outreach ever could.

Not at all. Our AI is trained to be conversational, respectful, and context-aware. It references their history with your agency and provides genuine value — like checking if they have better options at renewal. Contacts who don't want to engage can easily opt out. The vast majority respond positively because the outreach feels personal, not spammy.

At minimum, we need name and phone number or email. The more data you have — policy type, last contact date, renewal dates, notes — the more personalized and effective our outreach becomes. We can work with exports from any CRM including HawkSoft, EZLynx, Applied Epic, AgencyZoom, and more.

The AI is trained to handle this gracefully. If someone says they already have coverage, it can pivot to a review conversation — offering to check if they're getting the best rate at their next renewal. This positions your agency as helpful rather than pushy, and often surfaces cross-sell opportunities or future renewal appointments.

Most campaigns are live within 5-7 business days. That includes data audit, campaign configuration, script customization, and testing. If your CRM data is clean and ready to export, we can sometimes move even faster. You'll start seeing appointments within the first few days of launch.