Kansas City · Miami · Mercado Latino · Insurance AI

Your Book Is Leaking
From 3 Different
Holes. Right Now.

Before we tell you what we do — we show you exactly what you're losing. In dollars. In 45 minutes. Free.

🇺🇸🇲🇽

Único servicio bilingüe EN/ES en Kansas City y Miami

El mercado latino tiene 4.7M negocios y $800B en revenue — con cero competidores directos que lo sirvan en español.

12%avg renewal lapse rate
45 minfree audit
0 pitchduring the audit

Live Estimate

Adjust the inputs — your book leak updates in real time.

200
$1,200

Your estimated monthly revenue leak

$4,320/mo

$51,840 per year

Every month you wait costs another $4,320.

At $380/mo to stop it → ROI of 11:1 from day one.
See My Full Breakdown →

No pitch · No commitment · Bilingual EN/ES

The Process

What Happens Next

Three steps. No surprises. You know the number before we ever talk about services.

01
01

Fill the 8-question audit

Your real book of business numbers — policy count, premium, renewal rates. Under 4 minutes.

02
02

See your leak in real time

Your renewal and cross-sell gap appears live as you answer each question — before you submit.

03
03

Get your 45-min deep dive

Sixto walks through every leak, its root cause, and the exact AI fix for your book. Zero sales pitch.

Where The Money Goes

3 Silent Holes in Every Insurance Book

We find all three in 9 out of 10 audits. Together they average $7,300/month for an independent agent with 200 policies.

Renewal Lapse Rate

12% of policies walk every year

The industry average renewal lapse rate is 12%. Without an automated 90-day touch sequence, agents lose clients to competitors who simply call first. Each lapsed policy is a relationship that cost you to acquire — lost for free.

Avg monthly leak$3,100/mo

Cross-Sell Gap

1.2 policies below household benchmark

The industry benchmark is 3.0 policies per household. The average independent agent sits at 1.8. That 1.2-policy gap across your book represents commission revenue that already trusts you — they're just waiting to be asked.

Avg monthly leak$2,800/mo

Annual Review Churn

No review = no loyalty

Clients who receive an annual policy review are 67% less likely to shop competitors. Most agents skip the review under time pressure. Each skipped review is a relationship audit that never happened — and a competitor's opening.

Avg monthly leak$1,400/mo

Services

Priced Against ROI. Never Against Cost.

If your audit shows $5K/mo in leaks, paying $380/mo to stop them is a 13:1 return on day one.

Start here

Revenue Recovery Audit™

  • 5-model book-of-business analysis
  • Written leak report
  • 45-min strategy session
$0
Free setup
Most Popular

Most popular

Renewal Shield™

  • 90-day renewal touch sequence
  • At-risk policy alerts
  • CRM auto-update
  • 24/7 lapse monitoring
$380/mo
$1,000 setup

Full growth

Cross-Sell Engine™

  • Everything in Tier 1
  • Household gap identifier
  • Annual review scheduler
  • Monthly book report
$430/mo
$1,500 setup

Total autonomy

Insurance AI OS™

  • Full AI operations stack
  • Custom integrations
  • Dedicated success manager
  • Weekly optimization calls
$1,100/mo
$6,000+ setup

By The Numbers

What the Data Shows

12%
Annual policy lapse rate
independent agent average
1.8
Policies per household
vs 3.0 industry benchmark
67%
Less likely to shop
clients who get annual review
$7.3K
Avg monthly leak found
200-policy book audit

Sources: LIMRA 2025 · IIABA 2025 · McKinsey Insurance Data · DDCB Audit Data

FAQ

Your Questions, Answered

Free · 45 min · EN/ES · No Pitch

See Exactly What You're Losing.
Today.

We run 5 proprietary models on your book of business and hand you the exact number — before you spend a single dollar with us.

Start My Free Audit →

Kansas City metro · Miami–Dade · Servicio bilingüe EN/ES · Nationwide