For agency teams
Client emails, drafted right inside your renewals worklist.
You already know an AI writes a clean client email. The hard part is sharing it across a team without tripping over each other. This app drafts from your own templates and gives everyone their own login.
Sound familiar?
When your team shares one AI login, this is the daily tax.
A login code, every single time
One AI account between three people means the sign-in code lands on one person’s phone. So you text it around and wait on each other before anyone can start.
You are all on the same meter
Two people drafting at once and you spend each other’s usage. One long session can lock the rest of the team out for the next few hours.
Stale chats eat the window
A usage window disappears fast when everyone types into the same old chat instead of starting fresh. Nobody should learn how tokens work to send a renewal email.
Here is the fix
Find the renewal you need to email.
Every renewal that is ready to send shows a Generate draft button. No new chat, no prompt to paste, no code to pass around.
| Insured | Carrier | LOB | Renewal | Premium | Change | Status | |
|---|---|---|---|---|---|---|---|
| Jordan Sample | State Farm | Auto | Sep 15 | $1,540.00 | +$150 | Email to stay | Generate draft |
| Maria Delgado | Travelers | Home | Sep 18 | $2,210.00 | +$89 | Email to stay | Generate draft |
| Kevin Tran | Progressive | Auto | Sep 21 | $980.00 | -$30 | Email to transition | Generate draft |
| The Okafor Family | Nationwide | Home | Sep 24 | $1,875.00 | $0 | Requote | |
| Beth Caldwell | Allstate | Auto | Sep 29 | $1,120.00 | +$72 | Completed |
One click. The draft is written for you.
It picks the right template for that carrier and situation, fills in the customer’s name and the renewal details, and matches your agency’s voice. Read it over, edit anything, copy.
Renewal email draft for Jordan Sample
Review and edit before sending from your own email client. Check the details before you send.
What your team gets instead
The same drafting, none of the shared-account headaches
Everyone gets their own login
No shared account, no codes texted around the team.
No AI subscription to buy
The drafting is built into the app you already use.
No fighting over usage
It is handled, so one person can’t lock out the rest.
Nothing to learn about tokens
Every draft starts clean. Open it, answer, copy.