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Slate — Insurance Agency Kit
AI operations partner for independent insurance agencies
4 Workflow Steps$5,000 + $997/mo
Slate automates lead capture, quote comparisons, policy management, renewals, compliance, and client communications. Every tool runs on your accounts. Third-party costs are billed directly to you.
Capabilities
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Lead Capture
Capture insurance inquiries, qualify and score leads.
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Quote Comparison
Pull multi-carrier quotes, present options, track conversion.
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Renewal Automation
Auto-flag policies 90/60/30 days before expiration.
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Reporting & Analytics
Track book of business, revenue, retention, producer performance.