Insurance brokerages · Founding teams now

Quote fast. Renew everyone.

For brokerage principals and sales managers. Cockpit shows which quote requests are waiting, which quotes have gone quiet and which policies renew soon.

Why it matters

The money is in the follow-up.

2+ days

was the average wait for a first call after an online auto quote request at 25 large insurers.

Velocify mystery shop, 2014 (US)
39%

of those quote requests never got a call at all.

Velocify mystery shop, 2014 (US)
58%

of Canada's property and casualty market is placed through brokers.

Insurance Brokers Association of Canada
Every morning

What Cockpit shows you.

For principals, sales managers and producers. Your team keeps working in the CRM they already use.

01Quote requests waiting

New requests past your response target, by producer.

02Quotes gone quiet

Quotes sent with no decision for days.

03Renewals coming up

Policies renewing soon, so no client renews somewhere else by default.

04Who needs a hand

Each producer's response times and binds at a glance.

What it can be worth

A 5% lift on policies bound.

$2,084 per month of new business
2.8× the cost of Cockpit

Against $750 a month, counting three years of renewals. First-year commission alone roughly breaks even, so Cockpit suits commercial lines and larger personal-lines books best.

Producers × quote requests a month8 × 60 = 480
Bound today at 15%72 policies
First-year commission per policy (12.5% of $1,800)$225
Extra policies with a 5% lift3.6 a month
Commission over three years, assuming 85% renew$2,084 a month's worth

An illustration with deliberately cautious assumptions, not a promise. In the pilot we measure the real numbers on your team.

Getting connected

Starts with a spreadsheet upload. Direct connections to the systems brokerages use are on our roadmap.

Get started →
Next step

Let's talk.

Thirty minutes with us: we'll show you Cockpit, talk through how your team runs today, and answer your questions about the pilot. Pick a time that suits you, tell us about your team, or just email us.