The Problem
Where the Money Leaks
Independent agents and brokerages live and die by follow-up: quotes that need a second touch, renewals approaching silently, cross-sell opportunities sitting unworked in the book. One person can only make so many calls — so policies lapse, quotes go stale, and growth flatlines.
- Renewal dates passing without outreach
- Quoted prospects never followed up
- Cross-sell opportunities invisible in the book
- Service requests clogging the inbox
The Solution
How Batistack Solves It
Your AI workforce watches every renewal date, re-engages every open quote, and runs cross-sell campaigns across your book — while the Voice Agent fields service calls. Sensitive client data stays on your own hardware, not in someone else's cloud.
0
renewals missed
The Workforce
Your Agent Roster for Insurance
Each agent owns one job and runs it 24/7 from the hardware in your office. You command everything from Telegram.
Email Agent
ActiveRenewal sequences and quote follow-ups that never forget
Scout Agent
ActiveSurfaces cross-sell opportunities in your existing book
Voice Agent
ActiveHandles service calls so you can sell
Billing Agent
ActivePremium payment reminders and reconciliation
