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CRM, Follow-Ups & Mileage for Independent Agents
Insurance is a follow-up business wearing a sales costume. The quote you sent Tuesday needs a Thursday nudge. The renewal ninety days out needs a policy review before a competitor's mailer lands. The auto client has owned a house for two years and still doesn't have an umbrella policy — because nobody asked. Every agent knows the book grows on touches; the problem is that touches don't schedule themselves.
Ava Ledger schedules them. She scores incoming quote requests the minute they land, keeps every open quote on a follow-up cadence, flags renewals weeks ahead with outreach already drafted, and runs the cross-sell campaigns you keep meaning to send. Your book of business finally has a machine tending it.
Speed wins the quote
Someone requesting insurance quotes is talking to three agents by dinnertime, and the first substantive reply usually gets the application. Ava detects the inquiry in your inbox, scores it hot, and drafts your response while your competitors are still checking voicemail. Follow-ups continue automatically until there's a yes, a no, or a policy.
Renewals: defense is the best offense
Losing a client at renewal costs years of commissions. Ava tracks each client's renewal window and surfaces it early — with a drafted "let's review your coverage" note — so the conversation happens with you, not with the direct-carrier ad they saw during the game. Policy reviews also happen to be where cross-sell lives: the umbrella, the life policy, the teenager about to drive.
The windshield time is deductible
Independent agents drive: client kitchen tables, business owners' shops, networking breakfasts, carrier trainings. As a 1099 agent those are business miles, GPS-logged by Ava at 72.5 cents each for 2026 — thousands of dollars a year most agents under-claim from memory. E&O premiums, licensing, CE courses, and marketing costs get categorized right beside them.
Commission income, decoded
New business, renewals, overrides — from multiple carriers, on multiple schedules. Ava assembles one income picture, nets it against expenses, keeps your quarterly estimate current, and hands your preparer a Schedule C-ready report (or direct read-only access). Agents also working real estate can see the real estate agents page; the full 1099 foundation is on the independent contractors page. It's all in one flat plan.
A book of business that tends itself
7 days free. $69/month for your first 3 months, then $99/month — everything included.
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Frequently asked questions
Can Ava remind me before client renewals?
Yes. Set the renewal date on each client and Ava surfaces it weeks ahead with a drafted policy-review outreach — the single habit that protects a book of business from quiet attrition.
Does Ava help me follow up on quotes?
Yes. Every open quote sits on a follow-up cadence with drafted check-ins, and new inquiries are scored hot, warm, or cold the moment they hit your inbox — because insurance shoppers buy from whoever responds first.
Are my drives to client meetings deductible?
Generally yes for independent 1099 agents — client visits, community events, and carrier meetings are business travel. Ava GPS-logs them automatically at the 2026 IRS rate of 72.5 cents per mile.
Can it track commissions from multiple carriers?
Yes. Commission deposits from every carrier flow into one income record, matched against expenses, so you see real earnings per month — and a running quarterly tax estimate on 1099 income.
Can I run cross-sell campaigns to my book?
Yes. Ava drafts and sends segmented campaigns — auto clients without umbrella policies, homeowners due for a life conversation — and reports opens and clicks so you know who to call.