For independent insurance agencies
We get your agency found locally, capture every call and quote request, and follow up until the client books a call with you.
Free Agency Readiness Audit, a $250 value. No obligation.
A quote request
Quote request
9:15 PM
Submitted on your website at 9:15 PM.
Instant reply
9:15 PM
“Thanks. Pick a time to review your options.”
Follow-up
Next day
Email and text follow-up if they don’t book.
Call booked
Wed 11:30 AM
A review call is in your calendar.
Example flow on the Autopilot plan.
The agency problem
01
A request sits for a day. By then the client has bought elsewhere.
02
Enrollment and renewal weeks fill the phones. Calls go unanswered.
03
No one follows up for reviews, referrals or other lines of cover.
What you get
01 · Get found
Local search, maps, AI answers and ads.
02 · Capture
Calls, forms and messages all land in one place.
03 · Convert
Automatic follow-up until they book.
Your year, planned
Before busy season
Your system is live in 14 days.
Enrollment & renewals
Every call and quote request is captured and followed up.
All year
Past clients hear from you. Reviews are requested.
Who it’s for
Personal and commercial lines, from one office to many.
Auto, home, renters and life. High volume, fast replies win.
Busy enrollment seasons. Every missed call matters.
Fewer, bigger quotes. Follow-up closes them.
Your data, your tools
Keep your agency management system and quoting tools. We handle how clients find you, contact you and book.
14
days to live
Your website, Google profile, CRM and ads are live within 14 days of receiving your details.
Text messaging activates as soon as US carriers approve your number. We start that on day 1.
Plans
A 12-month term. Pay monthly, or pay annually upfront and get 2 months free. Every plan is live in 14 days.
1 location. Get found and booked.
$599 /month
+ $500 one-time setup · $7,688 total
$6,490 /year
Paid once upfront. Setup included.
Save $1,198 with annual billing
2 months free · you save $1,198 vs monthly
Up to 5 locations. The full client acquisition engine.
$1,500 /month
+ $1,000 one-time setup · $19,000 total
$16,000 /year
Paid once upfront. Setup included.
Save $3,000 with annual billing
2 months free · you save $3,000 vs monthly
6+ locations. Client acquisition at scale.
$2,500 /month
+ $1,500 one-time setup · $31,500 total
$26,500 /year
Paid once upfront. Setup included.
Save $5,000 with annual billing
2 months free · you save $5,000 vs monthly
Prices in USD. 12-month term. Ad spend is paid by you, directly to Google and Meta, from your own ad accounts. Text message and call usage is paid by you. Text messaging activates once US carriers approve your number.
What’s not included
Our fees cover setup, the platform and our team’s work. These costs sit outside your plan.
You pay Google and Meta directly, from your own ad accounts.
All plans
You pay your own usage. No allowance is included.
Autopilot + Enterprise
+$100/month for each extra location.
Launch
You buy and renew your own domain.
All plans
Your own card processor fees on payments your clients make.
All plans
Your agency management and quoting tools stay yours to keep and pay for. We don’t replace them.
All plans
We use your existing logo and brand.
All plans
You supply photos, or we use licensed stock images.
All plans
Anything beyond your plan is quoted separately.
All plans
Why Scale On Auto
| What you get | SEO-only agency | Scale On Auto |
|---|---|---|
| New website | Often extra | Free on every plan |
| Local SEO + Google Business Profile | Yes | Yes |
| Show up in AI answers (AEO) | No | Yes |
| Google + Facebook ads management | No | Autopilot + Enterprise |
| CRM + online booking | No | Yes |
| Missed-call text-back | No | Autopilot + Enterprise |
| Email + SMS follow-up | No | Autopilot + Enterprise |
| Review requests + reactivation | No | Autopilot + Enterprise |
Questions
No cost to you. A new mobile-first website is included free on every plan.
Your website, Google profile, CRM and ads are live within 14 days of receiving your details. Texting starts once US carriers approve your number.
No. You keep your current systems and quoting tools. We work on the front office.
You pay ad spend directly to Google and Meta, and you pay your own text and call usage. Our fees cover setup and management.
See exactly what is costing you clients, and what it is worth. No obligation.
Limited to about 10 audits a week, so every one is done properly.
We never ask for Social Security numbers, driver’s license numbers or policy documents.