Nudge is an AI agent that monitors every policy in your book, identifies clients approaching renewal, and handles outreach — automatically. No spreadsheets. No Post-it notes. Just clients who stay.
Nudge links to your carrier portals or AMS via secure read-only access. Within 48 hours, it ingests your entire book — every policy, every client, every renewal date.
Every day, Nudge checks your portfolio for upcoming renewals, coverage gaps, and client life events that trigger a conversation. It learns your voice and your client relationships.
Nudge sends personalized emails, follow-up sequences, and document collection requests — all branded as you. It handles the back-and-forth and flags clients who need your direct attention.
Stop chasing spreadsheets. Nudge handles the admin so you can spend your days selling — not filing.
Agents who use systematic renewal outreach retain 8–12% more of their book annually. That's commission in your pocket, not lapsing away.
A real-time dashboard of every client's status, renewal timeline, and conversation history — accessible from anywhere.
"I lose about $60,000 in commissions every year to policies that just... expire. I don't have time to call everyone. Nudge changes that math entirely."
An AI that works every day, never forgets a renewal date, and never drops a client. For agencies that want to win the long game.