For Independent Insurance Agents
"Your book has more in it than you're capturing."
Life insurance your P&C clients haven't bought yet. Renewals slipping without a system. New leads going cold in under an hour. We automate all three — so you capture every dollar your book already has in it.
An agent with 300 P&C clients, a 10% life conversion rate, and an average premium of $1,200 = $36,000 in new annual commissions from clients who already trust you. They haven't bought life insurance from you yet — not because they don't want it, but because nobody built the system to start that conversation at the right moment. That's what we build.
Every new homeowner is a life insurance prospect. Without a trigger system, that conversation never happens.
Manual renewal follow-up means clients lapse, get poached by State Farm, or simply forget to renew. Automated sequences eliminate that.
74% of insurance consumers choose the first agent who responds. If your follow-up takes 4 hours, you've already lost them.
Every one of these conversations is one you should be having anyway. We just make sure they happen automatically, at exactly the right time, every time.
Automatically identifies which P&C clients are ready for a life conversation — and starts it for you.
Multi-touch renewal sequences fire at 60, 30, and 7 days before expiration. No renewal ever slips through again.
Qualifies new inbound leads before they go cold. Collects name, coverage type, budget signal, and urgency — then routes hot prospects to you immediately.
Rank for 'hotel insurance Michigan,' 'restaurant insurance Monroe County,' and every industry your clients are in.
Systematic campaigns into your existing book. Auto-identifies clients with home + no life, auto + no umbrella, commercial + no key person.
Quote forms, local SEO, Google Business Profile optimization, and industry-specific pages that rank in every county you serve.
Your biggest commercial competitors — State Farm, Allstate, Farmers — can't outrank you on hyper-specific local terms. We build a dedicated page for every industry you serve.
We build all of these as part of your Professional package — each one a separate Google-indexed page targeting the exact searches your future commercial clients are making.
Most vendors selling "insurance marketing tools" have never sat across from a client and closed a life insurance case. I have. Fifty of them. In under four months.
I co-own The Casey Group, a multi-vertical insurance firm in SE Michigan, where I've managed over a million dollars in premiums and built every digital system from the ground up.
I didn't build Client Capture as a tech product. I built it because I watched commissions disappear, renewals lapse, and life insurance conversations never happen — because the systems weren't there. I know exactly what an independent agent needs because I still am one.
Compare this to hiring a part-time assistant ($1,500+/mo) or a national SEO agency ($2,000+/mo). Client Capture gives you the AI, the automation, the website, and the SEO — for less than $300 a month.
"[Testimonial text placeholder — independent P&C agent]"
— [Name], [Agency], [City] MI"[Testimonial text placeholder — independent insurance agent]"
— [Name], [Agency], [City] MI"[Testimonial text placeholder — independent insurance agent]"
— [Name], [Agency], [City] MILet's build the system that gets it out.
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