Questions owners ask before they look for a leak.

We find revenue leaks in independent P&C insurance agencies. Then, if you want help, we can build a fix. The audit comes first so you can see the problem before you buy a system.

It is a 5-day review of the customer paths that matter, such as missed calls, web forms, quote follow-up, and renewals. You get evidence, a dollar figure for each finding, and a ranked fix plan.

The audit is $1,500 flat. The founding rate is $750 for the first 3 agencies. There are 3 founding spots open. The audit fee counts toward any build.

If the audit does not find a leak worth more than the audit fee, we refund the audit fee in full. The report still shows what we checked and what we learned.

No. We start with public entry points, such as the published phone number and website form. Read-only exports are optional and only used with your approval. No passwords are needed.

You get the full audit refund under the guarantee. You also get the findings and evidence from the work completed.

If you hire us for a build after the audit, the audit fee counts toward that build. Builds are priced from $2,500 to $5,000. The build is optional.

It is not for captive agencies, agencies with 25 or more staff, or teams that only want a software subscription before looking for a specific leak. It is for independent agencies that want a clear answer first.

A build fixes a finding from the audit. Options include missed-call textback, quote follow-up, speed-to-lead, renewal countdown, after-hours receptionist, review engine, lead reactivation, and data sync. Builds are $2,500 to $5,000.

Guard is optional monitoring after a fix is live. It includes a monthly money-recovered report. It is $297 to $497 per month.

Yes, when that is the right fix. The front-office system from the old offer is one of the builds we can configure. It can include a website, pipeline, missed-call textback, lead follow-up, review requests, renewal reminders, and booking confirmations. We recommend it only when the audit shows it is useful.

A build may use GoHighLevel when it fits the finding. We configure the account for insurance work and keep your contacts and data exportable. We will explain the setup before any build starts.

Depending on the finding, a build can include new-lead follow-up, missed-call textback, review requests, birthday messages, renewal reminders, booking confirmations, and a pipeline for every lead.

Your contacts and agency data stay yours. We keep the setup structured so it can be exported if you stop using a managed system.

The offer is built for independent P&C agencies with 1 to 25 staff. Captive agencies are not the current fit.

There are 9 templates. They use different layouts, fonts, and styles, not just different colors. .

The old website package included 11 pages: Home, Auto, Home Insurance, Business, Life, Motorcycle, Boat and RV, Blog, Blog Post Template, FAQ, Contact, and Terms of Service. A current build is scoped to the audit finding and written plan.

Ownership and handoff terms are written into each build plan. Your agency data remains yours, and we explain what is included before work starts.

Start with your agency name, phone number, website, lines of insurance, service area, and business hours. For the audit, we explain any extra information before we ask for it. Public checks come first.

The free leak check takes 15 minutes. The full audit takes 5 days after kickoff. A build timeline depends on the fix and is explained in the written plan.

Book a free 15-minute leak check or call (516) 780-1385. We will tell you whether an audit is worth the next step.