Stop Losing Accounts You Already Quoted
You do not have a massive back office or a dedicated sales team. Yet you compete for the same commercial accounts as the national brokerages. What hurts independent brokers is not product knowledge. It is persistence.
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The Disadvantages Independent Brokers Face
Large brokerages survive inefficiency with dedicated account managers and sales teams. You cannot. One missed renewal. One quote that never got followed up. One prospect who went dark during underwriting. That is not a rounding error. That is a $15,000 annual commission walking away.
Prospect Calls Go Unanswered
Business owners call when they finally have time to think about insurance. When they reach voicemail, they call the next broker on their list.
Quotes Expire Without Follow-Up
You spend hours building a proposal. Then silence. Without consistent follow-up, the prospect goes with whoever called them back last.
Renewals Slip Through
You are so busy chasing new business that existing accounts get forgotten. A competitor swoops in 90 days before renewal while you are focused elsewhere.
Cross-Sell Opportunities Missed
You have accounts with only one policy when they should have three. No one remembers to follow up on the commercial auto conversation from last month.
Why Big-Brokerage Systems Are the Wrong Fit
Enterprise agency management systems are built for large brokerages with dedicated staff. They assume resources you do not have.
- Dedicated account managers required
- CSRs to manage renewals
- Complex AMS integrations
- Per-user pricing that punishes growth
For independent brokers, those systems become overbuilt, underused, expensive, and fragile.
Most importantly, they still rely on humans to remember the follow-up.
That is the part that fails.
This Is Not a Lead Problem
It Is a Persistence Problem
Most brokers chase more leads because it feels productive. But if your quote follow-up is inconsistent, your renewal process is manual, and your cross-sell conversations never happen, more leads only means more wasted opportunity.
Before buying more leads, you must protect the accounts you already have.
Where LeadsPass Fits
LeadsPass is built specifically for independent brokers who want to grow without hiring a massive back office, do not want to replace their AMS, and do not want another CRM to babysit.
We build private automation infrastructure that works behind the scenes to make sure no quote, renewal, or cross-sell opportunity slips through.
The system works whether you are in a client meeting or not.
What This Looks Like in Your Brokerage
Prospect Response
- AI responds to inquiries immediately
- Captures business details and coverage needs
- Qualifies prospects against your criteria
- Books discovery calls directly
- Triggers alerts for large accounts
No more "they went with someone else."
Quote Follow-Up
- Automatic follow-up on pending quotes
- Underwriting status updates
- Objection-handling sequences
- Re-engagement for stale proposals
No more "forgot to follow up on that quote."
Renewal Management
- 120/90/60-day renewal sequences
- Automatic re-marketing reminders
- Policy review scheduling
- Competitive threat monitoring
Accounts do not slip to competitors.
Cross-Sell Campaigns
- Identify accounts with coverage gaps
- Automated cross-sell sequences
- Policy bundling recommendations
- Referral request automation
Revenue per account increases automatically.
Built for Independent Brokers
LeadsPass assumes limited staff, producers in the field, and principals wearing multiple hats.
- Automation must be reliable
Systems that work whether you are in a client meeting or not.
- Setup must be clean
No weeks of training or complex AMS migrations.
- Ongoing management must be simple
We handle the complexity so you can focus on clients.
We do not sell complexity. We sell certainty.
Ownership Matters for Client Data
Most vendors rent you access. Your client data lives on their servers. When you stop paying, access stops.
LeadsPass builds systems you own: Private automation infrastructure. No per-user pricing. No usage penalties. No forced upgrades. Client data stays where you control it.
This is not software you rent. It is infrastructure you install. NDAs and confidentiality come standard.
Account Protection Beats New Lead Volume
If your average commercial account is worth $10,000 to $25,000 in annual commission, losing even one account or one new opportunity a month quietly costs more than most marketing tools combined.
Buying More Leads
Common Approach- Feels productive but does not fix persistence
- More leads means more wasted effort
- Increases cost without increasing closed accounts
- The same leaks remain unfixed
Protecting Existing Revenue
LeadsPass Approach- Fixes the follow-through gaps first
- Every quote and renewal gets handled properly
- Recovers revenue that was silently slipping away
- Systems, not promises
Who This Is For
This Fits If Your Brokerage:
- Is an independent or regional broker
- Has commercial accounts worth protecting
- Loses quotes to inconsistent follow-up
- Wants to grow without adding headcount
- Values client confidentiality
This Does Not Fit If:
- You are a large brokerage with dedicated CSRs
- You already have robust renewal automation
- You want off-the-shelf templates
- You survive inefficiency with volume
The Engagement Process
Leak Assessment
We identify where quotes, renewals, and cross-sells are breaking down.
System Design
Automation built around your AMS and processes. No rip-and-replace.
Build & Launch
AI agents and workflows deployed on private infrastructure you own.
Stewardship
Ongoing monitoring so the system does not drift or decay.
No templates. No enterprise fluff. No bloated contracts.
Stop Losing Accounts You Already Quoted
National brokerages survive chaos with massive teams. Independent brokers cannot. LeadsPass protects the accounts you already earned. Between the quote and the bind. Between the renewal notice and the signature. Between interest and revenue.
This is revenue protection for commercial insurance brokers.
Request a Broker Revenue Assessment