Why Agents Are Stuck at 200 Policies
These operational bottlenecks are preventing you from scaling your book
Quote Follow-Up Falling Through Cracks
You send 50 quotes per week but only 8 turn into policies. Most prospects ghost after the quote. You're manually tracking follow-ups in spreadsheets and missing the perfect time to re-engage.
Tool Stack Costing More Than Premiums
Agency management system ($150/mo), email platform ($60/mo), dialer ($80/mo), quote software ($200/mo), data provider ($300/mo). That's $790/month or $9,480/year before you write a single policy.
Outdated Business Data Killing Conversion
You call a 'verified' business owner and they sold the company last year. Or email a decision-maker who left 8 months ago. Bad data means wasted calls and embarrassing conversations.
No Cross-Sell Intelligence
You write a commercial auto policy but have no idea they also need property, liability, and workers comp. Without integrated data, you're leaving 60% of potential premiums on the table.
Renewal Season Chaos
90 policies renewing next month and you're manually tracking each one in a spreadsheet. Some slip through, others get generic renewal emails. You know personal outreach works better but don't have time.
Can't Scale Without Hiring
You're maxed out at 200 policies. To grow you need another agent, which means splitting commissions. But 40% of your time is admin work that should be automated.
Features That Actually Increase Premiums
Built specifically for insurance agency workflows and revenue growth
Quote Follow-Up Automation
Automatic follow-up sequences after quotes. Track which prospects opened your quote, and trigger calls or SMS at the perfect time.
Policy Renewal Campaigns
Automated renewal reminders 90, 60, and 30 days out. Personalized outreach based on policy type and client relationship.
Cross-Sell Opportunity Tracking
See which clients have gaps in coverage. Automated campaigns for property owners without liability, or businesses without workers comp.
Power Dialer for Prospecting
Dial through business lists 3x faster. Pre-recorded voicemails, local presence, and automatic logging to your pipeline.
Risk Assessment Intelligence
Industry risk profiles and claims data to help you quote competitively and identify businesses that need better coverage.
Premium Pipeline Forecasting
Track quotes, pending policies, and renewals in one dashboard. Know exactly what your book will look like 90 days out.
How Top Agents Use Banu
Real strategies from agents growing their books
Cross-Selling Commercial Policies
Writing single policies and missing cross-sell opportunities because you don't know what else they need
Banu identifies coverage gaps and triggers cross-sell campaigns. Auto policy holder? Get notified to pitch property and liability.
Average policies per client increased from 1.2 to 2.8
Reducing Quote-to-Close Time
Sending quotes and hoping prospects remember to respond. 75% of quotes never convert.
Automated follow-up sequences with email, SMS, and call reminders. Track engagement and prioritize hot prospects.
Quote-to-policy conversion improved from 16% to 52%
Systematic Renewal Retention
Losing 15-20% of policies at renewal because you don't have time for personal outreach to every client
Automated renewal campaigns starting 90 days out. High-value clients get personal calls, others get email sequences.
Retention rate increased from 82% to 94%
The Premium Growth is Real
Average results from insurance agents using Banu for 90 days
Automated follow-ups
Vs separate tools
Policies per client
In first 6 months
Insurance-Specific Business Intelligence
Data designed for risk assessment, accurate quoting, and identifying cross-sell opportunities
Business Risk Profiles
Industry classifications, company size, revenue, and risk indicators to identify ideal insurance prospects and quote accurately.
Decision-Maker Intelligence
Direct contact information for business owners, risk managers, and insurance decision-makers with verified phone and email.
Industry & NAICS Codes
Detailed industry classifications and NAICS codes for accurate risk assessment, competitive quoting, and targeted prospecting.
Company Financials & Size
Revenue ranges, employee counts, and growth indicators to identify businesses that need comprehensive coverage.
Multi-Location Businesses
Identify businesses with multiple locations that need fleet, property, and liability coverage across markets.
Renewal & Expiration Triggers
Businesses likely in renewal season based on industry patterns and company lifecycle indicators.
Trusted by Growing Insurance Agencies
Real results from agents and brokers
"I can't believe how easy it is to use. The combination of phone, email, text, and postcard tools all in one place has completely streamlined our communication efforts. I've closed more deals in three months with Banu than I did all last year."
"As a new business owner, Banu was a game-changer. I wasn't sure how to reach potential customers in my area, but this platform gave me everything I needed. The database is accurate, the interface is user-friendly, and their customer support is fantastic."
"Banu revolutionized how we approach outreach. Before using their platform, we struggled to connect with local businesses. Now, we have a direct line to the owners and decision-makers that matter. The tools are intuitive, and the results speak for themselves—our response rates have tripled!"