Designed Exclusively for RCICs & Immigration Firms
Stop Losing Policies to Whoever Quotes First
Stiplify replies to every enquiry instantly, keeps renewals from slipping through, and turns your happy clients into referrals — automatically, in one system.
Built for insurance agents and brokers tired of losing quotes to slow follow-up.
You're Not Losing Business to Better Rates — You're Losing It to Slower Replies
Slow Quote Responses
A quote request comes in from your website or a referral — by the time you call back, they've already gotten a quote from someone else.
Sneaking Renewals
Renewals sneak up because nothing flags them in advance — a client lapses, and you find out when they call to say they've already switched.
Missed Cross-Sell Opportunities
Cross-sell and upsell opportunities (adding a policy, bundling coverage) get missed because there's no system prompting the conversation at the right time.
Accidental Referrals
Referrals happen by accident, not because you have any system asking satisfied clients for one.
Your rates and coverage options are competitive — your follow-up is where the business is actually being lost.
Instant Response, Renewals That Never Sneak Up, Referrals on Autopilot
Stiplify replies to every quote request instantly, books consultations without back-and-forth, flags renewals well before they lapse, and asks satisfied clients for a review or referral automatically — so growth doesn't depend on you remembering to follow up.
How It Works
Step 1
Instant Reply to Every Enquiry
Website form, referral, or ad click gets an immediate response with a link to book a call — no quote request sits waiting while a prospect gets a faster reply elsewhere.
Step 2
Consultation Booking, Self-Service
Prospects and clients book directly against your real availability; automatic reminders reduce consultation no-shows.
Step 3
Renewal Alerts, Automatic
Every policy's renewal date is tracked, with outreach triggered automatically 60-90 days out so renewal conversations happen before clients think of shopping around.
Step 4
Client Pipeline, Visual
Every prospect and client tracked stage by stage — Enquiry → Quoted → Bound → Active → Renewal Due → Renewed — visible to your team at a glance.
Step 5
Cross-Sell Prompts
Automated nudges flag natural upsell moments — a life event, a policy anniversary, a gap in coverage — so those conversations happen instead of getting missed.
Step 6 & 7
Client Portal & Review Automation
Clients access documents via portal while reviews and referrals trigger automatically after successful renewals or claims.
Built-In Power Features
⚡ Instant Enquiry Response
No quote request goes unanswered
📅 Self-Service Booking
Consultations booked directly, reminders automatic
🔔 Renewal Alerts
Flagged automatically before a policy lapses
🗂️ Client Pipeline
Every prospect/client's stage visible at a glance
📈 Cross-Sell Prompts
Automated nudges for natural upsell moments
🔐 Client Portal
Policy details and documents, self-serve
⭐ Review & Referral Automation
Requests sent at the right moment
Frequently Asked Questions
"I've built my client base on relationships and trust — why do I need software?"
Trust is what keeps a client once you've earned it — this is about not losing a prospect before you've had the chance to earn it. A quote request left unanswered for a day usually means the prospect's already bound a policy elsewhere.
"I already track renewals myself."
Manually, across dozens or hundreds of policies, that's where things fall through — especially during a busy quarter. This tracks every renewal date automatically and starts the outreach before it becomes urgent.
"Won't automation feel impersonal for something as personal as insurance?"
The automation handles reminders, renewal nudges, and review requests — the actual advice, coverage recommendations, and claims conversations are still entirely you. It just makes sure routine parts never get dropped.
"Sounds like a lot to set up across my whole book."
It's set up for you and connected to your existing client list — most agents are running it within days, not months.
"[Agent/Brokerage name] cut renewal lapses by [X%] and started converting quote requests same-day instead of losing them to faster competitors."
— Verified Insurance Broker Pilot Metric
See How Many Renewals You Could Be Losing Right Now
A 15-minute walkthrough using your actual client list — no commitment.
© 2026 Stiplify. All rights reserved.