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Meet Jake

Insurance assistant - clients come first

assistant to brokers and insurance agents, only face.jpg

You handle new clients, Jake will handle the rest.

Jake is your ultimate partner in managing insurance communications with confidence. He proactively sends emails to insurance companies and keeps you on track with timely reminders for upcoming client renewals, ensuring you’re always ahead of the game Fully customizable, Jake seamlessly integrates into your workflow, empowering you to take charge of your insurance management. Time is a finate resource and Jake saves yours. You will never do a mundane task like write an email ever again. Elevate your productivity and trust in Jake to streamline your processes in the insurance industry.

How does Jake work?

1

Reads data from your source

We connect the source, your client, It can be a Google Sheet, doesn't need to be fancy.

2

Checks upcoming client renewal date

Then Jake reads through the list for clients that have an upcoming renewal

3

Sends emails to you and the companies

Sends emails to everyone that you want in order to renew the policy or ask for a new price

Numbers

We are helping brokers as we speak

Request a demo or email us with any questions you have

Virtual Meeting

Request a Demo

Let's meet Jake

Signing Contract

I want to hear more

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