Services

Focused automation for the revenue leaks small brokerages can measure.

Found Revenue installs and manages a practical system around missed calls, new inquiries, and renewals. Each workflow has a clear job and a visible outcome.

01

Missed-call recovery

Respond while the prospect is still looking.

An unanswered caller receives a text within seconds from your business number. Your team can continue the conversation before the prospect calls another brokerage.

Uses your existing number
Respects business hours and opt-outs
Logs every recovered conversation
02

Renewal follow-up

Keep clients from leaving quietly.

A 60, 30, and 7-day sequence gives clients a timely reason to reconnect and gives your team clear visibility before renewal day.

Runs on a fixed insurance-specific cadence
Stops when the client responds
Keeps the assigned team member informed
03

Speed-to-lead follow-up

Give new inquiries a fast, consistent response.

New leads receive an immediate acknowledgement and a measured follow-up sequence until they reply or opt out.

Fast first response
Business-hour and timezone controls
Automatic stop on reply
04

Weekly results report

See outcomes without learning another dashboard.

A concise weekly email shows missed calls recovered, renewal activity, and the items that need your attention.

Delivered in plain language
Highlights exceptions
Keeps performance measurable

Start with a 10-minute fit check.

Built for independent brokerages in BC and Alberta with roughly 2 to 9 staff.

Book a 10-minute intro