Six AI-powered bots that automatically draft follow-up, renewal, claims, cross-sell, birthday, and review request emails — ready for your review before anything sends. Includes a full web CRM and mobile app.
Six AI-powered bots run daily and drop ready-to-send email drafts into your Gmail — covering every stage of the client relationship.
Tracks every client and detects when they're overdue for contact based on their status. Drafts a personalized email automatically.
Monitors policy expiry dates and sends reminder drafts at 90, 60, and 30 days so no renewal slips through.
Keeps clients informed throughout the claims process. Drafts a warm update every 3 days while the claim is open.
Scans active clients with only one policy type and drafts a personalized email suggesting complementary coverage — directly generating new revenue.
Sends a warm, genuine birthday message to clients on their special day — building loyalty and keeping you top of mind all year long.
After a claim is resolved, automatically drafts a thank-you email asking for a Google review — building your online reputation on autopilot.
One-click deploy to your own server. No subscriptions. No shared data.
Get instant access. Click one button to deploy to DigitalOcean (~$12/mo your cost).
Authorize your Google account so bots can create drafts in your Gmail inbox.
Enter clients into your CRM dashboard or mobile app. Takes minutes.
Bots run every morning. Check Gmail drafts, review, click send. Done.
Everything you need to automate client communication, in one package.
Follow-up, Renewal, Claims, Cross-sell, Birthday, and Reviews automation.
Full client management in your browser.
iOS & Android app to manage clients and approve drafts on the go.
Professional, personalized emails written by AI for every client.
Self-hosted on your own server. We never see your client data.
One-time payment. No monthly fees. Updates included.
No subscription. No hidden fees. No per-seat charges.
No. Every email is created as a Gmail draft in your inbox. Nothing is ever sent until you review and click Send yourself.
You host it on DigitalOcean for ~$12 CAD/month. The Claude API for generating emails costs under $5/month for typical usage. That's it — no other fees.
Not at all. Setup is one button click to deploy, then authorize your Google account. The full guide walks you through every step.
Yes. Everything lives in your own server on your own DigitalOcean account. We never have access to your client data.
Email support is included. We typically respond within one business day and will help you get fully set up.