Built for independent agencies
Everything an agency needs to replace servicing with selling
Launch a trust-building site, qualify prospects automatically, run your book with AI, and capture every client conversation.
Riverside Insurance
Coverage you can count on
Auto
Home
Business
Smart Intake
Qualifying lead…
Live call
Transcribing…
Agency Sites
Launch a polished website that builds trust and drives quotes
Your agency deserves more than a generic template. Publish a professional site with your branding, coverage lines, and a clear path to quote—live in minutes, not weeks.
- Custom domain and agency branding out of the box
- Coverage pages for auto, home, business, and more
- Quote CTAs that connect directly to Smart Intake
Trusted local agency
Protect what matters most to your family
Personalized coverage from agents who know your community.
Smart Intake
Embeddable lead forms that qualify prospects automatically
Drop a conversational intake widget on any page. It asks the right questions, captures intent, and routes qualified leads straight into your pipeline—while you sleep.
- Chat-style experience that feels natural to prospects
- Automatic qualification based on coverage type and urgency
- Every lead synced to Agency OS the moment it's complete
Coverage assistant
Typically replies instantly
Qualified lead synced to your pipeline
Agency OS
AI-powered AMS for clients, policies, and renewals
Search your entire book instantly, track every policy stage, and let AI surface renewals and follow-ups before they slip through the cracks.
- Unified client records, policies, and activity history
- Spotlight search across your whole agency
- AI assistant for renewals, drafting, and daily workflows
3 renewals due this week
Chen, Okonkwo, and Patel policies expire within 7 days. Draft renewal emails?
Sarah Chen
Auto · Renews Apr 12
Mike Torres
Home quote · Follow up
James Patel
Commercial · Active
Call Intelligence
iPhone app that transcribes calls and syncs to your CRM
Take client calls on the go. Every conversation is transcribed live, summarized by AI, and attached to the right client record—no manual note-taking after hang-up.
- Live transcription during inbound and outbound calls
- AI-generated summaries and action items
- Automatic sync to client records in Agency OS
Mike Torres
00:04:32
“…looking to bundle auto and home before closing next month.”
CRM update
Call with Mike Torres
Logged just now · Outbound
AI summary saved to client record
Pricing
Everything your agency needs, one simple plan
Agency Sites, Smart Intake, Agency OS, and Call Intelligence—included. No per-seat surprises, no bolt-on modules.