Talk to Alfred.
Built for agencies.
Renewals that never sneak up, quotes that get a second look, and the bundle conversation that only happens when someone remembers to have it. Every renewal date in the book gets worked on schedule — without anyone running the report.
14-day free trial. No card. Setup is a conversation.
The complete system
Everything, working as one.
Not a chatbot. Not another CRM. Alfred is the whole client side of your agency — four tools that work as one, sharing one memory, so no quote and no renewal ever slips past you.
AI reply agent, on your channels
The 9pm quote request gets a 9pm reply.
Someone asks what their auto and home would cost at 9pm — Alfred answers right then, on your website chat, Instagram, Facebook or email. It asks what a quote actually needs (what they drive, where they live, when their current policy renews) and books the call.
Replied — 9:04pm
“What would auto + home run me?”
A CRM with intelligent segmentation
A book of business that sorts itself.
Everyone who asks for a quote is saved automatically — no data entry. Alfred sorts them into the groups that matter: quotes still open, one-policy clients worth a bundle, renewals coming up, likely referrers.
Client sorted
Auto only · Bundle opportunity
Automated journeys, by email
Follow-up that never misses a renewal.
14 ready-made email sequences that keep in touch for you — the quote that never got a second look, the renewal runway before the date, the bundle conversation, the annual check-in. You approve every email before it goes out.
Ready to send
Renewal in 30 days · Awaiting your OK
Your booking page & link hub
A booking page that fills your calendar between calls.
One link that does your scheduling. Put it in your email signature, your Google profile, on your quote forms. Clients pick a time for a policy review and it lands straight on your calendar — no phone tag.
Already have a booking system? Keep it — Alfred integrates with it through Zapier and Make, so nothing about your setup has to change.
Policy review booked
Auto + home · Tue 11:00am
Anywhere else, this is four subscriptions that don’t talk to each other.
Here it’s one operator with one memory. The chat becomes a client record. The record starts the right email sequence. The sequence books the policy review. That’s the difference between a pile of tools and a system.
One memory, end to end
Someone asks for a quote at 9pm
On your website chat or email — Alfred answers on the spot.
The chat becomes a client record
Saved, scored and sorted — no data entry.
The record starts the right emails
Quote follow-up, renewal runway, or the bundle nudge.
The emails book the policy review
And every step shows up in your morning brief.
Pre-built journeys
What you can tell Alfred for insurance agency.
Each journey below is ready to run. Tap any one, or just speak the goal — “Review 20 policies coming up for renewal” — and Alfred maps it to the right journey.
Policy review confirmation
Sends a confirmation the moment a client books — sets the tone and reduces no-shows.
Policy review reminders
Two-touch reminder before a scheduled policy review, with an easy reschedule path.
Quote request follow-up
Works a new quote request while it is warm — the details needed to quote, and the renewal date that sets the timing.
Post-policy review follow-up
Closes the loop after every policy review — feedback ask, next-step nudge, and a thank-you that builds loyalty.
Cancellation / no-show recovery
Saves the relationship when a client cancels or no-shows — fast rebook offer before they drift.
Referral ask
Asks for an introduction after a good interaction — the way most agencies actually grow.
Show all 14 journeysShow fewer
Former client check-in
A no-pressure check-in with clients who moved their coverage elsewhere — timed so the agency is in mind at their next renewal.
Early check-in (30 days)
Catches clients at the 30-day mark — before they drift — with a proactive check-in that keeps the relationship alive.
Policy progress checkpoint
Checks in at the 15 / 45 / 90-day marks with a one-tap "how's it going?" — sends happy clients to a review, the unsure to support, and flags anyone at risk before they churn.
Billing / renewal reminder
Heads up before a charge hits — keeps clients aware so failed cards and disputes drop.
Past-due / failed payment
Recovers failed charges and overdue invoices with a graduated, polite reminder series.
New policy follow-up
Checks in after a new policy starts — confirms they have what they need and opens the door to the second policy.
Renewal runway
Opens the renewal conversation about a month out — time to review coverage, catch life changes, and keep the client rather than lose them at the date.
Post-policy review review request
Asks clients for a public review 1 day after their policy review. Skipped when no review URL is configured.
Pricing
One bill that doesn’t move.
Every plan includes the full intelligence — AI replies, lead scoring, revenue attribution, the morning brief. Higher plans add capacity, journey packs and channels.
Getting started
Lite
$150/mo$350
for your first 6 months, then $350/mo
Get answered, and start winning back the ones who drifted — over web chat and email.
- Volume: Up to 1,000 contacts · 5,000 emails/mo
- Channels: Website chat + Email auto-reply, 24/7
- Journeys: 3 core packs — win-back, renewal, reminders · email
- Intelligence: AI reply agent, lead scoring & morning brief
- Proof: Revenue attribution · branded portal + QR
- Support: Email support
Most popular
Pro
$500/mo
More volume, more journeys, and your own name in the inbox.
- Volume: Up to 5,000 contacts · 20,000 emails/mo
- Channels: Website chat + Email auto-reply, 24/7
- Journeys: 5 journey packs — your pick of the 8 · email
- Sending: Custom sending domain + learning loop
- Growth: Renewal queue, speed-to-lead alerts & enrichment
- Support: Priority email support
Full autopilot
Premium
$800/mo
Every channel, every journey, and the tools a multi-location business runs on.
- Volume: Up to 10,000 contacts · 50,000 emails/mo
- Channels: + Instagram & Facebook auto-reply
- Journeys: All 8 packs, tuned to your industry · email
- Team: Team members + role-based access
- Integrations: Zapier / Make / n8n · multi-location
- Setup: Done-for-you — we build it for you
- Support: Priority · 4h response
Your bill never changes. Most tools charge you more as you go — extra for each AI reply, for every contact on your list, or the moment you pass a limit. Alfred is one flat price. If you reach your monthly limit, sending pauses until next month. We never add a charge you didn’t choose.
Try everything free for 14 days — no credit card to start. No setup fee. And nothing goes out until you approve it.
Speaks client language
No "patient" copy in a restaurant. No "diner" copy in a SaaS app. Alfred adapts every message to your clients.
Setup is a conversation
Describe your business in a chat — Alfred proposes your blueprint and first journeys. No flowchart builder, no 4-week implementation.
AI Reply Agent + Unibox
Every inbound message lands in one Unibox. The AI Reply Agent drafts the reply within minutes — tone-matched drafts per client, objections handled, visitors qualified 24/7.
Ready to put Alfred
to work?
14-day free trial, no card. Alfred starts surfacing revenue moves the moment you import your clients.