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 everything it touched 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.”
Held for your approval. Nothing sent, and no cover implied anywhere in it.
- HubSpot
- Outlook
- 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 action, on the record.
Held actions wait for you. 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.
Your policy holds every outbound message to a 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.
Start now Or reserve access firstBring your own model 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 through the beta — 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 drafts messages in your voice for you to send; it 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. You see every draft before it goes out.
What about confidentiality? My client and policy data is sensitive.
Your agent is private to you. Every action it takes is logged and checked against your rules — and you can replay any of it. Wrasse staff cannot read your conversations or your client data without your explicit authorization. We don't train on your data. See the control overview for the full picture.
What if it makes a mistake?
Wrasse defaults to draft, not send. Every outbound message and every external action waits for your confirmation unless you've explicitly authorized it to act on a whole group without asking. If something goes wrong despite that, the activity log shows every step it took — you can replay or reverse any of it.
Can I cancel anytime?
Yes. Cancel from the dashboard, no questions asked. Your data exports on request — full activity log, every saved note, every draft.
Earn the queue.
We open one bundle at a time. Reserving tells us Insurance is next for you.
No card, no call. One email when your bundle opens.