Insurance
Chases open quotes, keeps renewals on their date, drafts client follow-ups, and runs the commission math — without ever implying cover is bound.
What Insurance takes off your desk.
Quotes chased
Knows what is out, who has gone quiet, and for how long — and writes the follow-up for you.
Renewals on date
Nothing lapses quietly. Dates tracked, last year’s terms surfaced, the client note drafted early.
Commission math
New business, renewals, and splits calculated the way your book is actually structured.
A hard line on cover
It never states or implies that cover is bound. That sentence is yours to write, every time.
From morning rush to evening wrap.
You don't manage the agent. You delegate, and it reports back — with every tool call on the record.
Where do my open quotes stand?
- Checked your open quotes. Three out, none accepted.
- Dana: auto, $1,320 a year, sent Monday. No reply in four days.
- Marcus: home, sent Wednesday. Quill LLC: commercial GL, still quiet.
- Drafted a nudge for Dana that offers to walk the coverage, and asks nothing else.
- Said nothing about cover being in place, because none of it is bound.
“Hi Dana — checking in on the $1,320 auto quote from Monday. Happy to walk through what it covers if that would help. No rush, and nothing is in place until you say so.”
“Hi Dana — checking in on the $1,320 auto quote from Monday. Happy to walk through what it covers if that would help. No rush, and nothing is in place until you say so.”
Sent to Dana on your OK. No cover implied anywhere in it.
- HubSpot
- Google Calendar
- DocuSign
Independent agents running their own book and their own renewals.
Agencies with a service team that already owns the renewal calendar.
Every tool call, on the record.
Held actions asked you first. Blocked ones never ran. Open a row to read the reasoning.
Reading your own message threads is always allowed under your default policy. No approval needed, and it is still written to the log.
Read-only lookup against the MLS connection you authorised at setup. Nothing was written or shared.
A rule you set holds messages to this client for approval. The draft sat in the thread until you replied “send”.
Released by you at 07:44 with a one-word reply. The exact text that was sent is stored against this entry.
Calendar holds on your own diary are pre-approved. Invitations to other people are not — that is a separate rule.
Open any row to see why the agent did it.
Chases open quotes, keeps renewals on their date, drafts client follow-ups, and runs the commission math — without ever implying cover is bound.
Join the Insurance listOr start with Closer or the free tools
Bring your own Anthropic key and take $15 a month off. Every plan includes the managed runtime, the audit layer, and the curated skill catalog — see pricing. Pro comes with one bundle. If yours is already spoken for, Insurance is $59 a month on top — and Pro+ carries several without one.
The things people ask about Insurance.
Does it work with my CRM?
We connect to the CRM you already use, and we're adding more as we go — prioritized by what members actually use. Tell us your tools during onboarding. Without a CRM connected, Wrasse still drafts from the details you give it.
Do I have to use a CRM/AMS at all?
No. The quote follow-ups, renewal notices, policy summaries, coverage proposals, and premium-commission math are built-in skills that need nothing connected. The CRM/AMS unlocks the follow-up and pipeline-status features — drafting from a client's stage and last touchpoint, and flagging quotes and renewals that have gone quiet.
Will it ever bind coverage or give advice on its own?
No. Wrasse never states a policy is in force or bound, never recommends a limit you haven't set, and never gives coverage advice. It presents quoted figures for your client's review and leaves the call to you, the licensed agent.
What about confidentiality? My client and policy data is sensitive.
Your agent is private to you. Every tool call it makes is checked against your rules and written to your audit log. Wrasse staff see account-level details to run the service, and opening your account as you takes a time-limited support session with a stated reason, recorded in our audit log. We don't train on your data. See the control overview for the full picture.
What if it makes a mistake?
Every tool call Wrasse makes is checked against your policy before it runs. What your policy allows goes ahead without asking, and anything it holds asks you first. If something goes wrong, the activity log shows every tool call it made.
Can I cancel anytime?
Yes. Cancel from the dashboard, no questions asked. You can export your activity log from the dashboard at any time.
Want Insurance first?
Insurance is open to a small design cohort of insurance agents first. Leave your email to apply and we'll write once, with next steps. Insurance is in development for insurance agents. Leave your email and we'll write once, when it opens. No card, no call.