Grow Your Book. Stop Losing Renewals. Cut Admin in Half.
AI renewal follow-up, client retention monitoring, and commission tracking. Built for independent agencies and brokers with 1–20 producers.
Average improvement in renewal retention within 90 days
Average commission collection rate for SaSame agency clients
Average time reclaimed per week across producers and owners
Average increase in new business in the first 6 months
Does This Sound Like Your Agency?
The most common operational bottlenecks reported by independent insurance agency owners.
Renewals are slipping through the cracks and clients are leaving without warning
A missed renewal is a lost client — and sometimes a lost client for life. Manual tracking means things fall through the cracks when producers are busy. AI monitors every renewal date and triggers follow-up automatically, 60–90 days out.
Commission reconciliation takes 2–3 days per month and still has errors
Manually reconciling carrier statements against expected commissions is tedious, error-prone, and time-consuming. Agencies routinely leave 5–10% of earned commissions uncollected because of tracking failures.
You have no early warning when a client is thinking about leaving
Client churn in insurance is largely invisible until the cancellation call. AI monitors engagement signals — missed calls, late premium payments, low responsiveness — and alerts you before the client walks.
Your producers spend 40% of their time on admin instead of selling
Data entry, certificate requests, follow-up emails, and renewal prep pull producers away from prospecting and closing. Automating these tasks gives each producer back 8–12 hours per week for revenue-generating activity.
You cannot see which carriers, products, or producers are most profitable
Most agency owners track top-line premium but lack visibility into net margin by carrier, product line, or producer. Without that view, resource allocation decisions are based on gut feel, not data.
Estimated annual revenue at risk
$180,000
※ 業界平均データに基づく試算
AI Automation + Fractional CFO & CRO Strategy
SaSame automates your renewal pipeline and commission tracking — and pairs it with senior CRO and CFO strategy to grow your agency's revenue.
AI Automation
Renewal reminders, client retention monitoring, commission reconciliation, and producer performance reporting — automated and running without manual oversight.
Fractional C-Suite
Access to a dedicated CRO, CFO, and COO who understand insurance agency economics — without the cost of full-time executives.
Book Growth
AI identifies cross-sell and upsell opportunities within your existing book, flags at-risk accounts before they lapse, and helps your CRO build a systematic growth strategy.
3 Core AI Modules for Insurance Agencies
Each module delivers measurable ROI in the first 30 days. Start with one and expand as your agency grows.
AI Renewal Pipeline & Client Retention
Automated renewal alerts triggered 90, 60, and 30 days before expiration. AI scores each account for churn risk and escalates high-priority renewals for personal outreach. No renewal falls through the cracks.
- 90/60/30-day renewal reminder sequences
- Client churn risk scoring
- Automated renewal prep checklists
- Cross-sell opportunity flagging at renewal
Commission Reconciliation & Revenue Tracking
AI compares carrier statements against expected commissions, flags discrepancies, and tracks commissions owed vs. collected by carrier, product line, and producer. Stop leaving money on the table.
- Carrier statement reconciliation
- Commission discrepancy alerts
- Revenue by carrier, product, and producer
- Monthly commission forecast
Producer Performance & Agency Dashboard
Daily performance dashboards for every producer — new business, renewals, retention rate, and pipeline value. Agency owners get a consolidated view every morning without pulling reports manually.
- Per-producer performance dashboards
- Pipeline value and close rate tracking
- Activity monitoring (calls, emails, meetings)
- Goal vs. actual comparisons
Agency Strategy That Grows Your Book
The tools fix the workflow. Our consultants optimize the growth model.
Book of Business Analysis
CFO audit of your revenue concentration, carrier mix, product line profitability, and commission structure. Identify your most and least profitable segments.
Client Retention Strategy
CRO-designed retention programs targeting your highest-value accounts. Systematic cross-sell and upsell playbooks that increase revenue from your existing book without new prospecting.
Producer Hiring & Onboarding
COO guidance on hiring criteria, compensation design, and structured onboarding that gets new producers to productivity faster and reduces early turnover.
Niche Market Strategy
Identify the highest-margin niches within your geography and carrier relationships, and build a focused marketing and prospecting strategy to dominate that segment.
6人の国際専門家チーム
経営・財務・組織・技術・成長・ブランドの各領域を専門とするチームが、横断的に対応します。
Chief Revenue Officer
SaSame CRO
Client Retention & Growth
Tracks renewal pipelines, at-risk accounts, and cross-sell opportunities. Ensures no renewal falls through the cracks and your book of business keeps growing.
Chief Financial Officer
SaSame CFO
Commission & Revenue Tracking
Monitors commission income, identifies revenue concentration risk, and tracks profitability by carrier and product line — so you always know where your revenue is coming from.
Chief Operating Officer
SaSame COO
Operations & Compliance
Streamlines your agency workflows, producer management, and compliance processes. Reduces administrative overhead so your producers can focus on selling — not paperwork.
Before vs. After SaSame
Average results across US independent insurance agency clients in the first 90 days.
Annual renewal lapse rate
Commission reconciliation time
Producer admin time (% of workday)
Commission collection rate
Cross-sell revenue per account
Pricing
No setup fees. No long-term contracts. Cancel anytime.
Starter
For solo agents and small agencies automating renewals and client follow-up.
- Automated renewal reminder sequences
- Client churn risk alerts
- Basic commission tracking dashboard
- Monthly CRO review call (30 min)
- Email support
Growth
For agencies with 3–10 producers ready to automate operations and grow.
- Everything in Starter
- Full commission reconciliation automation
- Producer performance dashboards
- Cross-sell opportunity AI flagging
- Bi-weekly CRO + CFO advisory sessions
- COO operations strategy
- Priority support
Agency Plus
For agencies with 10+ producers or those pursuing aggressive growth.
- Everything in Growth
- Multi-carrier performance benchmarking
- Custom carrier contract analysis
- Niche market strategy development
- Weekly C-suite advisory calls
- Custom AMS integrations (Applied, Hawksoft, EZLynx)
- Dedicated account manager
What Independent Agency Owners Say
From solo agents to 15-producer agencies across the US.
“We used to lose 3–4 renewals a month just from missed follow-up. Now I get an alert 90 days out and everything is tracked automatically. Our retention rate went from 84% to 94% in one year.”
Sarah L., Independent Agency Owner
Dallas, TX — 4 producers, P&C focus
“Commission reconciliation used to take me two full days every month. Now it takes two hours and I actually caught $14,000 in uncollected commissions in the first three months. That alone paid for SaSame many times over.”
Mark R., Agency Principal
Atlanta, GA — 8 producers, commercial lines
“My producers were spending half their time on admin. After SaSame, they're spending 80% of their time on client-facing work. New business went up 23% in the first six months without hiring anyone.”
Jennifer K., Agency Owner
Charlotte, NC — 6 producers, life & benefits
よくある質問
SaSame integrates with major AMS platforms including Applied Epic, Hawksoft, EZLynx, AMS360, and others. We connect to your existing system to pull policy, client, and commission data — without replacing your AMS.
Yes. SaSame is configured for P&C, life & health, benefits, and commercial lines agencies. The renewal automation and commission tracking modules are adapted to your specific product mix.
Most agencies are fully operational within 5–7 business days. Our implementation team handles the AMS integration, producer setup, and staff training. No technical work is required from you.
No long-term contracts. Cancel anytime with 30 days notice. No setup fees on any plan.
Yes. Smaller agencies often see the fastest ROI because manual tracking is proportionally more painful for small teams. The Starter plan is designed specifically for solo agents and small offices.
No long-term contracts required. You can cancel anytime from your account settings. We offer a free 30-minute demo so you can see the platform before committing. No setup fees on any plan.
Stop Losing Renewals. Start Growing Your Book.
Get started today — no setup fees, no long-term contracts. Connect your AMS and get your first AI-powered renewal pipeline and commission dashboard in under 24 hours.
Get StartedNo setup fees · Cancel anytime · No long-term contracts