Your best policy is staying in front of clients
Renewals come from staying in touch—check-ins, birthday calls, annual reviews. But after every conversation, there's a stack of admin keeping you from the next one.
The reality of insurance today
Carriers don't make it easy. Every client interaction creates documentation, and most of it lives in different places:
5-10 hours per week spent on post-call documentation and data entry
Follow-up quotes promised during calls, now buried under other tasks
Referral details mentioned casually that never got written down
Cross-sell opportunities that surface in conversation and then disappear
Renewal outreach that gets pushed until it's almost too late
Meet Quin
Quin is your dream assistant. Put an end to your busywork, forever.
Capture notes your way
Text, email, voice memo—whatever you grab first after a call. Quin works with your existing habits. No new systems to learn or workflows to change.
Your conversation notes become complete client records
Creates meeting summaries in your agency management system
Generates tasks for quotes, applications, and follow-ups
Drafts confirmation emails for your review
Updates client records with new coverage details
Flags cross-sell opportunities before they slip away
Everything where it belongs
Information flows to the right systems—CRM updates, calendar reminders, task assignments, and client communications happen without extra effort.
Complete confidence
Review everything before it goes out, with clear confirmations of what's been handled. Stay in control while eliminating tedious work.
What you'll get back
More client conversations
Reclaim hours each week previously lost to documentation and data entry.
Nothing slips
Every commitment gets tracked and surfaced before it becomes a problem.
Renewals handled proactively
Stay ahead of the calendar instead of scrambling the week before expiration.
Your book stays organized
Client details, coverage notes, family changes—everything ends up in the right record.
How insurance agents use Quin
Every minute spent on paperwork is a minute not spent growing your book—Quin gives you that time back.
After a new client meeting
You just spent an hour with a couple getting their first life insurance policy. Beneficiary details, health history, the term length they landed on. You record a voice memo walking to your car. By your next appointment, the client record is updated, there's a task to follow up on medical records, and a welcome email is waiting for your review.
During renewal season
A longtime client calls about their homeowner's renewal. They mention their daughter just got her license and their son is heading to college. You text Quin the details. Now there's a task to quote auto for the daughter, a note about the son's move, and a reminder to check back in September.
When a referral comes through
A client mentions their neighbor needs better commercial coverage. You text the name and business to Quin between calls. New contact created, task set to reach out. You don't have to remember any of it later.
Works like magic, feels like a teammate
Quin handles the details with the same care you would, just without the time investment.
AMS integration
Connects to the systems you already use for client records.
Team coordination
Routes tasks to CSRs, account managers, or producers based on the work.
Commission tracking
Tracks opportunities through your pipeline.
Carrier-agnostic
Your workflow stays the same when your carriers change.
