Quote requests get the right questions the same evening. Client texts and calls land in one place. Every renewal starts with a note from your team, in your own voice.
A day at Harbourview Insurance Brokers, an example insurance broker. The business and the numbers are illustrations.
What kind of business do you run?
Yesterday’s home and auto requests were laid out side by side in a branded summary, ready for a broker to check. Anyone who has not answered gets a friendly nudge on day 3.
Clients renewing in the next 60 days get a link to book a short review call. Before the call, a form asks what has changed: a new driver, a renovation, a home business.
Someone asks ChatGPT for an insurance broker in Kingston, and Harbourview is in the answer. Clients who renewed this month were asked for a Google review, with a private reply option for anyone unhappy.
Every job above is priced on its own. Start with one.
Insurance marketing for a brokerage is mostly about keeping the clients you have and quoting new ones well. Your account managers carry both. Insurance leads arrive in the evening, service requests come by text and voicemail, and renewals come up every day. We take the routine messages, so your team has time for the calls that need them.
People ask for a quote when their renewal notice arrives, often after dinner. The request is missing the second driver's licence date or the year the roof was redone. The automatic reply says "We have received your request" and asks for nothing. Your team finds the gaps next morning and starts the back and forth.
Chip replies the same evening, in your voice, with the exact questions your team would ask. By morning the file is complete, or close to it. Answer every lead in minutes and Forms, intake and surveys do this.
One client texts an account manager's cell about a new car. Another leaves a voicemail asking for proof of insurance. A third messages through the website chat on a Sunday. Your team gets to every one, but finding them all takes time.
Texts, missed calls and web chats land in one shared inbox. Chip sends a quick, friendly reply so the client knows it arrived, and passes it to the right person. Anyone on the team can pick it up. One inbox for texts, calls and chats does this.
A renewal comes in higher. The insurer's notice says "Your policy is up for renewal" and little else. If your last contact was a year ago, the client calls around before calling you. Some leave without saying a word.
Weeks before each renewal, Chip sends a short, personal note from your team and offers a call to go over it. Clients who have gone silent get a gentle second note. Win back quiet customers and Bookings, reminders and rebooking cover this.
A client has insured their car with you for years. Nobody asked about the house, so it renews somewhere else every year. A "bundle and save" mailer reads like every insurer's. One question at the right moment works better, but someone has to ask it every time.
Every quote request and renewal form gets one extra question: what else do you insure, and where. Your team sees the answer before the call. Newsletters people open reminds clients of the other cover you offer.
Every Simplet is its own small product with its own price. Take one, try it for a month, add another when you're ready.
You don't log in to a new system or train your staff. Chip runs everything on our side. You approve from your phone, or let him run.
Choose one Simplet or several. Each has its own price, and there are no bundles to decode.
A short setup form, about 20 minutes, connects your calendar, forms and phone number and learns how you write. We test it on your own enquiries before it goes live.
Anything written in your name waits for your OK in one simple list, unless you have told Chip to send it on his own. Urgent things reach your phone right away.
Yes. Each Simplet has its own price. A brokerage whose quotes stall might start with fast replies. One that loses clients at renewal might start there instead. Add another when you see it working.
No. Chip collects details, sends reminders and books calls. Questions about what a policy covers go to your licensed staff, with the details already gathered. Chip can send routine notes like renewal reminders by himself, or your team can check them first. Your choice.
Your software and your team stay as they are. Where your system lets us connect, we do. Where it does not, review calls run on our own booking calendar and client messages land in the shared inbox. Client details need more care than most data, so form answers and documents go to a secure dashboard for your team, encrypted at rest and locked down.
Yes. Your brokerage's registered name goes on anything sent for you. We set things up to fit your provincial advertising rules and Canada's anti-spam law (CASL).
Chip is the SimpleUP robot. He stands for the AI tools that do the routine work in your Simplets, like replying to new enquiries and sending reminders. Behind him is our Canadian team, who set everything up and look after it.
More questions? See the full FAQ.
See a day of it working, then pick the one you want.
