For insurance agents
Mojobase for insurance agents
Mojobase gives an independent insurance agent or small agency a CRM that fills itself from email, with renewals as repeating tasks, follow-ups on quotes drafted, and policy documents you can ask questions of. The AI sorts carrier and client email and drafts the replies. It has no quoting, rating or policy management, and doesn't connect to carriers.
What does Mojobase do for insurance agents?
Clients and households, found
Everyone you email or meet becomes a person, grouped by company when they write from a business address, with their emails, meetings, tasks and files on one page.
Renewals that come up in time
Each policy's renewal as a repeating task with the date you enter, an owner and a reminder weeks ahead. Ticking it off sets the next one, so the review call happens before the renewal, not after.
Quotes followed up
When you send a quote and the client goes silent, the conversation comes back after two working days with a short follow-up drafted, mentioning the quote and the date it expires.
Policy documents you can question
Policy PDFs and declarations saved in Documents, searchable by what's inside. Ask what the deductible is on a home policy and get the passage, the file and the page.
Carrier mail, sorted
Carrier notices, underwriting questions and client requests are labelled Reply, Important or Routine, so the underwriter's question doesn't sit under twenty notices.
How your agency does things
Claims-help steps, renewal scripts and answers to common coverage questions, written once. Staff follow them, and the AI drafts from them.
What would you ask it?
- “Which renewals are due in the next 60 days, and have we contacted those clients?”
- “What's the deductible on the Garcia home policy?”
- “Draft renewal check-ins to everyone renewing in December.”
- “Who asked for a quote this week and hasn't heard back?”
- “Summarise what the Patels have asked us for since the spring.”
Connects to: Gmail and Google Workspace, Microsoft 365 and Outlook, Google Calendar.
What does a week at a small agency look like with Mojobase?
Renewals come up early, quotes don't go cold, and policy questions get answered from the document. A week at a three-person independent agency:
| Day | What happens | Where |
|---|---|---|
| Monday | The renewals due in the next 60 days are listed, with the clients nobody has contacted yet flagged | Tasks, Customers |
| Tuesday | An underwriter's question about a commercial policy is labelled Reply and put first, with a draft from the client's file | Email, Documents |
| Wednesday | Three quotes sent last week have had no answer. A follow-up for each is drafted, naming the quote | |
| Thursday | A client asks if their policy covers a burst pipe. The answer quotes the policy wording, with the page, for you to check | Documents |
| Friday | Renewal review calls are booked through your link, each with a brief from the client's emails and policies | Calendar |
Why does an insurance agent need the AI to see everything?
Because a renewal conversation needs the policy, the client's emails and what's changed in their life. A client who emailed in spring about a new car and a home extension needs a different review from one who said nothing. Mojobase's AI reads the documents, the email and the calendar together, so the renewal check-in it drafts mentions what the client actually told you.
What doesn't Mojobase do for an insurance agency?
It runs the client side of the agency, not the insurance systems. Plainly:
- No quoting or rating, and no connection to carriers.
- No policy administration or downloads from carriers.
- No commission tracking, bookkeeping or licensing records.
- No texting, calls or e-signatures.
- No industry certifications claimed.
Keep your agency management system for those, and use Mojobase for the conversations and documents around every policy.
Questions people ask
Is Mojobase an insurance agency management system?
No. It has no policy administration, quoting or rating, carrier downloads, commission tracking or licensing records. It runs the email, calendar, contacts, documents and tasks around your book, alongside the agency system you use.
Can Mojobase quote policies?
No. Quotes come from your carriers and rating tools. Mojobase sorts the quote emails and drafts the follow-up when a client goes quiet after you send one.
Does it text clients or handle e-signatures?
No. Mojobase has no texting, calling or e-signatures. It works through email, booking links and Team chat.
Is client information used to train AI?
No. Only what a feature needs is sent to the AI provider running it, Anthropic or OpenAI, under terms that don't allow training on it. Mojobase makes no claim of insurance-industry certification, so check the security page against your obligations.
What does Mojobase cost for an agency of five?
$139 a month at list price: $39 for the first person and $25 for each of the other four, with every app and the AI included. The first 10 companies pay $105 a month, for life.