every lead, worked.
every policy, bound.
Bind runs the day at an insurance agency. New leads get called right away. Texts sound like the agent who sent them. Every call is written up automatically. Quotes get followed up. Sold policies are watched after the sale. One login, and it works with the systems the agency already uses.
five screens carry the working day.
Pipeline, Ask Bind, the dialer, texts and calls. Almost every hour of the day is spent on one of these five, so they were built first.
the hot ones float to the top.
Every lead gets a heat score from what really happened: calls that connected, texts that got a reply, quotes that went out, days of silence. The best leads sit at the top. The totals update live. When a new lead comes in, its owner gets an alert right away.
ask it anything. it does the work.
Ask Bind a question and it looks it up and answers in seconds: who to text next, what someone was quoted, why a policy was cancelled. It writes the text for you, in your voice, and waits for a yes before sending.
the phones dial themselves.
New leads first, then callbacks, then people whose policies renew soon. The dialer keeps the list full. An assistant can pass a live call to an agent with one tap. It can leave a voicemail for you, let a manager listen in, and tell the agent who is calling before they pick up.
texts that sound like the agent.
Every text comes from the agent's own number, so the customer always hears from the same person. Anything written between 8:00 PM and 7:30 AM waits and goes out in the morning. Text campaigns run on a schedule and stop the moment the customer replies.
every call becomes a note.
Bind records each call, writes down what was said, and sums it up. The summary lands on the right person's file a few minutes after the call ends. It also marks what the customer pushed back on, who else they are shopping, and where a quote got stuck, so coaching comes from real calls.
and the rest of the day, handled.
Quotes, sales, what happens after the sale, and the owner's view of it all.
Quote bench
One person builds the quotes. Bind reads the numbers off the carrier's quote PDF, and the agent sends it by text from their own number.
Mark sold
One tap marks a policy sold. Bind fills in the dates and the price, saves the policy, and opens a follow-up file for the family.
Book health
Every sold policy is checked against the carrier's reports: still active, behind on payment, or cancelled. If a policy cancels, Bind says so before the statement arrives.
Renewals and service
Renewals show up before the carrier's notice does, ready to quote again. Carrier alerts turn into a to-do list with a name on each one, not a PDF in an inbox.
The nightly report
Every night at 8:00 PM: how the day went, what changed, and what to do tomorrow, written to be read on a phone.
Ten-minute setup
A new agent or assistant is set up in under ten minutes. One form, one invite link, and a checklist that turns green before their first call.
the owner sees all of it, without asking.
Live totals at the top of every pipeline. A scoreboard for each agent, based on what they sold, not how busy they were. Which lead sources actually turn into sales, and what each sale cost.
And every night at 8:00 PM, the report: what sold, what got stuck, who needs a nudge tomorrow.
Two auto, one home, one renters. Jordan sold three of them.
Three days or more of silence, $19,400 on the table. Six are Jordan's, five are Ava's.
Nine people with other companies have policies ending this week. They are at the top of the call list.
Down from 9 min last week. QuoteWizard leads are still at 14.