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Ghosti for Insurance Agents

More Policies Written. Less Time on Admin.

Ghosti handles renewal outreach, lead follow-up, and client communications so you can focus on closing and advising.

Sound familiar?

These are the problems Ghosti was built to eliminate.

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Renewals sneak up on you.

You have hundreds of policies renewing at different times. One missed renewal is a lost client and a gap in coverage.

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Lead follow-up is inconsistent.

Leads come in fast. When you are busy servicing existing clients, new ones fall through the cracks before you circle back.

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Client communication is all manual.

Coverage reviews, claims updates, policy changes - every touchpoint starts from scratch and takes time you don't have.

What Ghosti does for Insurance Agents

Configured specifically for how your business works.

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Renewal Reminder Campaigns

Ghosti tracks every policy renewal date and drafts outreach sequences that start 60-90 days out. No renewal slips through.

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Quote Follow-Up Sequences

Ghosti drafts timely, personalized follow-up emails after every quote - so prospects hear from you at the right moment.

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Annual Coverage Review Outreach

Ghosti schedules and drafts annual review invitations for your whole book of business - keeping clients engaged and preventing shopping.

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Claims Status Updates

When a client has an open claim, Ghosti drafts proactive status update emails so they feel supported without you manually checking in each time.

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Referral & Cross-Sell Outreach

Ghosti identifies clients with a single line and drafts natural cross-sell or referral ask emails in your voice.

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Daily Briefing

Every morning, Ghosti surfaces who to call, what renewals are coming up, and which leads need a nudge. Your day, organized before you start.

Works with the tools you already use

Applied EpicApplied Epic
HawkSoftHawkSoft
EZLynxEZLynx
SalesforceSalesforce
HubSpotHubSpot
DocuSignDocuSign
GmailGmail
OutlookOutlook
CalendlyCalendly

Ready to get started?

Tell me about your insurance agents business and I will show you exactly what Ghosti can handle for you.

No credit card required ยท 20-min call ยท No obligation