Your whole agency in one command center.
Quotes, renewals, cross-sells, and every client conversation — centralized in one platform, with automation doing the chasing.
"Your agency runs on an AMS, a quoting tool, an email platform, and producers' inboxes — with no single view of any client."
"Renewals and follow-ups depend on someone's calendar reminder — and a missed one walks a client to a competitor."
"Your book is full of monoline customers nobody has the bandwidth to cross-sell."
How Magnetiq AI runs it
- one pipeline view across producers and CSRs
- automated quote follow-up sequences by line of business
- renewal campaigns that start 60–90 days out, automatically
- cross-sell automation for monoline policyholders
- unified inbox for calls, texts, and email with everything logged
- AI answering and booking layered on top, with AI usage billed separately and AI agent configuration separately scoped through Managed Services
Everything you need to scale.
Consolidate your tools into one unified system.
CRM & Pipelines
Track every prospect visually from quote to bound policy.
Omnichannel Inbox
Keep calls, texts, and emails logged for producers and CSRs.
Marketing Automation
Convert more quotes with automated follow-up and renewal campaigns.
AI Conversation & Booking
Answer inquiries and book policy reviews with AI 24/7.
Self-Booking Calendars
Eliminate the back-and-forth of scheduling policy reviews.
Reputation Management
Build agency trust with automated policyholder review requests.
Frequently Asked Questions
Ready to see it in action?
Book a demo today and let us show you how Magnetiq AI can transform your business.