For insurance agents
More quotes. More renewals.
Built for insurance agents across P&C, life, health and Medicare. Follow up on every quote, keep every client and policy in one record, automate renewals and cross-sell, and nurture the referrals that grow your book.
The agency problem
Sound familiar?
Quote leads go cold before you follow up.
Someone asks for a quote, you get pulled into a claim, and three days later they've already bound a policy with the agent who called back first.
Renewals slip through the cracks.
A policy lapses because nobody reached out in time. The client doesn't notice until something goes wrong — and now it's your retention number that takes the hit.
No system to cross-sell what they need.
You write the auto policy and never get back to the home, life or umbrella. The coverage gaps sit there, and so does the premium you left on the table.
Referrals never get nurtured.
A happy client would gladly send you their family and coworkers — but there's no easy way to ask, follow up or stay top of mind until they do.
What changes
One platform that writes more quotes and keeps more renewals.
Capture the quote
Every quote request captured and followed up.
Coverage type, current carrier, renewal date and contact details — captured in one form, then PandaDash follows up automatically until you connect. No quote goes cold while you're handling a claim.
- Quote & coverage request forms
- Instant lead routing
- Automatic follow-up until you connect
Know the book
Every client and policy in one record.
Auto, home, life, health, Medicare — every policy, renewal date and conversation lives on one client record. Pull up the full picture before you pick up the phone, instead of digging through the AMS.
- Full client & household view
- Policies & renewal dates
- Complete conversation history
Keep the book
Renewals & cross-sell on autopilot.
Describe it once and PandaDash reaches out ahead of every renewal and surfaces the cross-sell at the right moment — turning a single-policy client into a multi-line household that stays for years.
- Renewal reminders before they lapse
- Cross-sell campaigns by line
- Built by AI, no flowcharts
Stay in one place
Every conversation in one inbox.
Texts, calls, emails and DMs land in a single inbox with the full policy history attached, and after every bind PandaDash asks for the review and referral that brings the next client in.
- Unified inbox across channels
- Full policy context on every thread
- Reviews & referrals on autopilot
The agency flow
From first quote to lifelong renewal.
Quote forms and instant follow-up catch every lead the moment they raise their hand — no opportunity sits cold while you're tied up with a client.
The full client and policy record is right there, so you bind faster, answer questions instantly and keep every household detail in one place.
Renewal reminders and cross-sell campaigns reach out at the right moment, turning a one-policy client into a multi-line household that refers their friends.
“Quote follow-up used to depend on me remembering — now it just happens, and our close rate climbed. The renewal and cross-sell campaigns run quietly in the background, and we're writing more lines per household than we ever did chasing it by hand.”
Questions
Insurance agency software questions, answered
How does PandaDash follow up on quote requests so they don't go cold?
The moment a quote request comes in, PandaDash routes it and fires an automatic follow-up sequence that continues until you connect — so no opportunity sits cold while you're handling a claim. Coverage type, current carrier and renewal date are captured in one form upfront.
Can PandaDash send renewal reminders automatically before policies lapse?
Yes — renewal campaigns reach clients before the lapse date automatically, so coverage gaps don't happen on your watch and retention improves without you manually tracking every expiration. You describe the timing once and PandaDash handles the rest.
How does PandaDash help insurance agents cross-sell additional lines of coverage?
Automated cross-sell campaigns surface the right line at the right moment — for example, nudging an auto client about home or umbrella — turning single-policy households into multi-line clients that stay for years.
How much does PandaDash cost for an insurance agency?
It's $1 for full access for 30 days, then $97 per month with every feature included on one sub-account. No tiers, no per-feature upsells, and you can cancel anytime.
Do I need separate tools for quoting, renewals, and client messaging?
No — PandaDash replaces 10+ separate tools with one platform. Quote follow-up, a unified inbox for calls and texts, renewal and cross-sell automations, a full client and policy CRM, and review requests all live in the same place.
Ready to write more quotes and keep more renewals?
Follow up on every quote. Service the whole household. Renew and grow the book on autopilot.
> $1 for 30 days · Full access from day one · Cancel anytime