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    AI AUTOMATION FOR INSURANCE AGENCIES & INDEPENDENT AGENTS

    AI Automation and CRM for Insurance Agencies

    Madifyx is the AI-powered CRM built for independent insurance agencies and multi-line producers. Respond to every new lead instantly, automate renewal outreach, and follow up on every cross-sell opportunity automatically.

    • Respond to every new lead before a competitor gets there first
    • Automate renewal outreach so no policy goes uncontacted before month 11
    • Follow up on every cross-sell and referral opportunity without lifting a finger
    Administrative communication only. Live in 48 hours. Works with your existing AMS.
    Administrative communication only · Live in 48 hours · Works with your existing AMS

    Your Clients Are Being Quoted by a Competitor Right Now.
    Madifyx Makes Sure You Get There First.

    MONTH 1
    Policy bound
    You won it
    MONTHS 2–8
    Active. Quiet.
    Premium collected. No contact needed.
    MONTHS 9–10
    ⚠ Danger zone begins
    Competitors start calling.
    MONTH 11
    🔴 Pre-renewal
    Client is comparing.
    MONTH 12
    RETAINED ✓
    You called first.
    M12
    LOST ✗
    Competitor called first.
    This cycle repeats for every policy.
    Every year.
    For every client in your book.
    "82% of clients would switch agencies over slow response and poor communication."
    Source: Zywave Broker Survey, 2025
    The average agency loses 18% of renewals not on price — but on first-mover contact.

    The After-Hours Problem Costing Insurance Agencies $50,000 a Year

    Half your leads arrive when your office is closed. None of them wait until morning.

    47%
    Of all insurance inquiries arrive outside standard business hours.
    Source: IBISWorld / AgentZap, 2026
    9×
    More likely to convert a lead contacted within 5 minutes versus 30 minutes.
    Source: IIABA Research, 2026
    85%
    Of unanswered insurance callers don't call back. They move on to the next agency.
    Source: AgentZap, 2026
    $1,547
    Average annual premium per personal lines client — recurring, every single year.
    Source: IIABA, 2026

    "An independent agency missing 22% of calls — industry average — loses over $50,000 in annual premium revenue. Every year."

    Source: AgentZap, 2026

    The Pre-Renewal Threat Every Insurance Agency Faces

    The average agency loses 18% of renewals — not on price, but because a competitor made contact first.Source: Metricus / Insurance Journal, 2026

    Your clients aren't leaving because you did something wrong. They're leaving because someone else did something first.

    90 DAYS BEFORE RENEWAL
    WHAT'S HAPPENING

    Competitor agencies are running automated outreach to your client's ZIP code. They have their renewal date from aggregator data.

    MOST AGENCIES

    Policy is active. No outreach triggered. Renewal feels far away.

    WITH MADIFYX

    Automated renewal check-in sent. Relationship reaffirmed. Client feels remembered.

    60 DAYS BEFORE RENEWAL

    Client receives 2–3 quote requests from competitors. They start comparing.

    Producer sees renewal in pipeline. Plans to call this week. Doesn't get to it.

    Follow-up sequence already running. Client has been touched twice. They're not shopping.

    30 DAYS BEFORE RENEWAL

    Competitor has submitted competitive quote. Client is deciding.

    Producer finally calls. Client says 'I'm actually looking at a few options.'

    Renewal review meeting already booked. Decision already leaning your way.

    The renewal is won or lost in the 90 days before it arrives.
    Madifyx starts that conversation automatically — for every policy, every year.
    Protect Your Renewals →

    The Multi-Policy Multiplier: Why Every Client Is Worth More Than One Policy

    The average multi-line household is worth 4× a single-policy client. Most agencies write the first policy and never systematically ask about the rest.

    SINGLE-POLICY CLIENT

    Auto only.
    Written and filed.
    Never followed up.

    • ✓ Auto — $1,200/year
    • ✗ Home — not written
    • ✗ Umbrella — not asked
    • ✗ Life — not asked
    Annual revenue: $1,200
    10-year value: $12,000
    If they stay. No cross-sell. No referral ask.
    MULTI-POLICY HOUSEHOLD

    Auto written.
    Then home. Then umbrella.
    Then life — automatically.

    • ✓ Auto — $1,200/year
    • ✓ Home — $1,800/year
    • ✓ Umbrella — $300/year
    • ✓ Life — $1,400/year
    Annual revenue: $4,700
    10-year value: $47,000
    Each policy triggered by an automated cross-sell sequence.
    Same client. Same relationship. 3× more revenue — from one automated cross-sell sequence.
    Multi-line clients are 4× less likely to leave than single-policy clients.Source: IIABA Industry Data, 2025
    Madifyx identifies single-policy clients and sends cross-sell sequences automatically — asking the right question at the right time.

    What Madifyx Does Across the Insurance Client Lifecycle

    Administrative communication only. From first inquiry to multi-policy household. Automated at every stage.

    📥 NEW LEADS

    Sub-60-Second Response

    Every web form, call, and referral inquiry answered within 60 seconds — 24/7.

    After-Hours Capture

    47% of insurance inquiries arrive outside office hours. Every one gets an immediate reply.

    Consultation Booking

    Interested prospects book a review call directly onto your calendar.

    📋 ACTIVE CLIENTS

    Policy Anniversary Check-In

    Automated touchpoint on the anniversary of every policy. Clients feel remembered.

    Cross-Sell Sequences

    Single-policy clients receive automated prompts about other coverage gaps at life-stage moments.

    Two-Way SMS

    Clients text your agency number. Madifyx handles scheduling and admin questions instantly.

    Review Requests

    After every positive interaction, an automated review ask goes out.

    🔄 PRE-RENEWAL

    90-Day Renewal Alert

    Every policy renewal triggers an automated outreach sequence starting 90 days before expiry.

    Renewal Review Booking

    Sequence includes a direct link to book a review call before the renewal date.

    Mid-Renewal Check-In

    If no response at 60 days, a follow-up message goes out — before the competitor does.

    🤝 REFERRALS & RETENTION

    Referral Ask Sequences

    Happy multi-policy clients receive automated referral asks at key relationship milestones.

    Lapsed Lead Reactivation

    Old quotes and cold leads from the last 12 months receive re-engagement campaigns.

    Life Event Triggers

    Marriage, home purchase, new baby — life events prompt automated coverage review asks.

    Automate Your Agency →

    Built for Every Insurance Agency Model

    PERSONAL LINES AGENCY

    Auto. Home. Life. Umbrella. Every household is a multi-policy opportunity.

    Madifyx identifies coverage gaps, prompts cross-sell conversations, and ensures every renewal is contacted before the competition.

    • → 90-day renewal outreach
    • → Cross-sell sequences
    • → After-hours lead capture
    COMMERCIAL LINES AGENCY

    Larger premiums. Longer relationships. Higher cost of losing.

    Commercial renewals involve multiple contacts and longer decision cycles. Madifyx keeps every stakeholder engaged year-round.

    • → Multi-contact renewal sequences
    • → Annual coverage review prompts
    • → Referral automation from business clients
    INDEPENDENT MULTI-LINE AGENCY

    Personal and commercial. Multiple producers. One communication standard.

    Madifyx runs consistent renewal outreach, cross-sell sequences, and lead follow-up across every producer in the agency.

    • → Producer-level pipeline automation
    • → Renewal calendar management
    • → Cross-book referral campaigns

    Live in 48 Hours — Built Around Your Book of Business

    We connect to your AMS. You approve every message. Your renewals start being protected immediately.

    01

    30-Minute Setup Call

    Tell us your agency type, book of business size, renewal cadence, and how your producers currently follow up on leads and renewals.

    02

    We Build Your Sequences

    Every lead response, renewal sequence, cross-sell prompt, and referral ask — written in your agency's voice and approved before going live.

    03

    Your Book Is Protected

    Renewals are touched 90 days out. Leads get instant responses. Cross-sell sequences run quietly. Your producers close, not chase.

    Book Your Setup Call →

    Connects to Your Agency Management System

    Your AMS stays. Madifyx adds the communication layer your clients experience.

    Applied EpicEZLynxHawkSoftQQCatalystAgencyBlocNowCertsVertaforeGoogle CalendarOutlookQuickBooksStripeZapier

    Don't see your AMS? Madifyx connects to most agency management systems.

    Common Questions From Insurance Agency Owners

    What is Madifyx for insurance agencies?
    Madifyx is administrative automation software built for insurance agencies. It responds to every new lead within 60 seconds, sends automated renewal outreach starting 90 days before every policy expiry, runs cross-sell sequences to single-policy clients, requests reviews after positive interactions, and generates referral asks from happy multi-line households. All communication is administrative — no insurance advice, no coverage recommendations of any kind.
    How does Madifyx help with insurance renewal retention?
    Madifyx triggers an automated outreach sequence 90 days before every policy renewal — contacting the client before competitors do. The sequence includes a check-in, a renewal review booking link, and a follow-up if no response by day 60. Agencies lose an average of 18% of renewals not on price but on first-contact advantage. Madifyx ensures your clients hear from you first, every renewal cycle.
    Does Madifyx send insurance advice or coverage recommendations?
    No. Madifyx handles administrative communication only — appointment scheduling, renewal reminders, check-in messages, review requests, and referral asks. All messages are general and relational in nature. Coverage advice, policy recommendations, and any communication requiring a licensed insurance producer must come directly from your team through appropriate compliance channels.
    How does Madifyx help with insurance cross-selling?
    Madifyx identifies single-policy clients and sends automated cross-sell sequences at natural life-stage moments — home purchase, marriage, new vehicle, or business growth. Messages ask general questions about coverage needs without making specific recommendations. Multi-line clients are 4× less likely to leave, so each successful cross-sell improves both revenue and retention simultaneously.
    How does Madifyx respond to after-hours insurance inquiries?
    47% of insurance inquiries arrive outside business hours — evenings, weekends, and holidays. Madifyx responds to every inquiry within 60 seconds regardless of the time, schedules a consultation for the next available producer slot, and captures all lead details. Leads contacted within 5 minutes are 9× more likely to convert. Madifyx ensures that window is never missed.
    Does Madifyx integrate with agency management systems?
    Yes. Madifyx connects with Applied Epic, EZLynx, HawkSoft, QQCatalyst, AgencyBloc, NowCerts, Vertafore, and most other agency management platforms. It reads renewal dates, client contact details, and policy status to trigger the right communication at the right time. Your AMS remains your system of record — Madifyx handles the client communication layer around it.
    How does Madifyx help insurance agencies get referrals?
    Multi-line clients — your most satisfied and lowest-churn segment — receive automated referral asks at key relationship milestones. After a successful renewal, after adding a new policy, or after leaving a positive review, Madifyx sends a natural, conversational referral request. No incentives, no pressure. Referred insurance clients have higher policy counts and lower churn than cold-acquired leads.
    Can Madifyx work for commercial insurance agencies?
    Yes. Commercial renewals involve longer decision cycles and multiple stakeholders. Madifyx runs multi-contact renewal sequences, sends annual coverage review prompts to business clients, and follows up on commercial quotes that haven't converted. Commercial clients who feel proactively serviced are significantly less likely to shop their coverage at renewal — even when a competitor offers a marginally lower premium.
    Is there a free trial?
    Yes. Madifyx offers a free trial with full access to all features — lead response, renewal sequences, cross-sell automation, review generation, referral requests, and the complete dashboard. Book a demo to see exactly how it works for your agency's specific book of business before making any commitment.
    How long does setup take for an insurance agency?
    Most insurance agencies are live within 48 hours. After a 30-minute setup call where we connect to your AMS, review your renewal calendar, and learn your producer workflow, we build your complete automation system. Every message is reviewed and approved before it reaches any client or prospect. Your producers and CSRs need zero technical skills.
    Book a Demo →
    YOUR RENEWALS ARE BEING SHOPPED. RIGHT NOW. BEFORE YOU KNOW IT.

    Are You the First Call?
    Or the Last One They Made?

    Every policy in your book has a renewal date. Every renewal date is a window where someone else is calling. Madifyx gets there first — for every client, every year, automatically.

    ✓ Live in 48 hours
    ✓ Administrative communication only
    ✓ Integrates with your AMS
    ✓ No technical skills required
    Built for insurance agencies that want to stop losing renewals to whoever called first.