Miami · Nationwide · Mercado Latino · Insurance AI

It Walks Out
The Back Door.
Not The Front.

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

Servicio bilingüe EN/ES nativo — Miami y todo EE. UU.

Auditoría, sistemas y soporte en español nativo. No es una traducción: es cómo trabajamos.

$860–$8,600typical monthly leak
45 minfree audit
0 pitchduring the audit

Live Estimate

Set your agency size — the figure comes straight from the same model we run in the audit.

5

1,500 active policies — the ratio our engine sizes an agency with, ~300 per licensed person. Your real book replaces it in the audit. Premium, lapse and commission assumptions are already inside the model at their conservative (25th-percentile) values — book size is what moves your number.

The two leaks we add up — and only these

  • Renewals that quietly lapse with no automated touchpoint$1,350
  • Commission reconciliation nobody has time to chase$810

Sources: J.D. Power 2025 U.S. Insurance Shopping Study · DDCB audit engine — our own conservative coefficient, not an industry survey. Everything else we find is shown as context and never enters your number.

Your estimated monthly revenue leak

$2,160/mo

Conservative range $1,500$3,000/mo · ≈ $25,920 per year

Every month you wait costs another $2,160.

Typical for a 2–20 person agency: $860–$8,600/mo. It's an estimate at your scale — the 45-minute audit pins down the exact figure.

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

Fill the 8-question audit

Your real book of business — policy count drives the number, the rest is context for the session. Under 4 minutes.

02

See your leak in real time

The figure runs off the size of your book and prints live — the same two-leak model we run in the audit. Your other answers shape the conversation, not the number.

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

Only the first two enter your number. Across the ICP — 2 to 20 licensed staff — the model puts those two together at $860–$8,600/month. The third one is real and we still show it to you, but we never add it.

Renewals that lapse quietly

No touchpoint, no warning

Shopping at renewal time is the norm, not the exception (J.D. Power 2025). A policy with no proactive touchpoint is a policy in play — and you find out after it's gone. Each one is a relationship you already paid to acquire, lost for free.

Avg monthly leak$540–$5,400/mo

Commissions nobody reconciles

Small, recurring, invisible

Carrier statements get reconciled by hand — when there's time. A missed override here, a rate change there. No single discrepancy is big enough to chase, which is exactly why it keeps happening month after month.

Avg monthly leak$324–$3,240/mo

COIs and service work eating the day

The tax on being responsive

Certificates, endorsements, ID cards — none of it earns new commission, all of it has to happen today. It's the work that keeps a CSR from ever getting to the renewal list.

Avg monthly leakNot counted in your $

Services

Priced Against ROI. Never Against Cost.

At 5 licensed staff the model puts your leak at $2,160/mo. The tier it points to — Never Miss a Lead™, from $400/mo after a $1,500 setup — costs a fraction of what it stops.

Start here

Revenue Recovery Audit™

  • Two-leak book-of-business analysis
  • Written leak report
  • 45-min strategy session
Free
Free setup
Most Popular

Most popular

Never Miss a Lead™

  • 90-day renewal touch sequence
  • At-risk policy alerts
  • CRM auto-update
  • 24/7 lapse monitoring
From $400/mo
$1,500 setup · scope priced in your free audit

Full growth

Money Back™

  • Everything in Tier 1
  • Household gap identifier
  • Annual review scheduler
  • Monthly book report
From $450/mo
$2,000 setup · scope priced in your free audit

Full back office

Zero Touch Operations™

  • Everything in Tier 2
  • Certificate (COI) automation
  • Carrier & renewal ops
  • Internal reporting
From $650/mo
$3,500 setup · scope priced in your free audit

Total autonomy

AI Business OS™

  • Full AI operations stack
  • Custom integrations
  • Dedicated success manager
  • Weekly optimization calls
From $1,200/mo
$8,000+ setup · scope priced in your free audit

By The Numbers

What the Data Shows

57%
Of customers shopped their policy
J.D. Power 2025 Shopping Study
$540–$5,400
Monthly leak from lapsed renewals alone
our audit engine, 2–20 person agency
$860–$8,600
Typical monthly leak
for a 2–20 person agency
0
Systems you have to replace
we sit on top of your AMS

Source: J.D. Power 2025 U.S. Insurance Shopping Study. The dollar ranges are our own audit engine, not an industry survey. Industry context — your figure comes from your own book.

FAQ

Your Questions, Answered

Free · 45 min · EN/ES · No Pitch

See Exactly What You're Losing.
Today.

We run two leaks on your book of business — the only two we can defend with data — and hand you the number before you spend a single dollar with us.

Start My Free Audit →

Miami–Dade · Servicio bilingüe EN/ES · Nationwide