Quotes go out, then go quiet
A prospect calls in, the producer quotes them, and the lead vanishes into a follow-up nobody runs. The policy they were ready to buy lapses into the void.
Built and livePrivate AI serverFirst agency onboarding now
Quote every caller. Keep every policy.
BUDI captures each prospect and renewal call, fills the CRM with the coverage details, and runs the follow-up so quotes close and policies stay on the books.
BUDI · the producer’s AI sidekick
call in progress
04:12
BUDI extracting0 / 9 fields
- Prospect
- ···
- Line
- ···
- Current carrier
- ···
- Premium
- ···
- Coverage gap
- ···
- Renewal date
- ···
- Household
- ···
- Urgency
- ···
- Next step
- ···
writing to CRM…live
Sample extraction. Field names match the live product.
What BUDI captures
The fields BUDI pulls from every call.
Over ten data points, lifted clean from the conversation and written into your CRM. Nobody types a note.
Pulled from every call
Prospect nameContact infoLine of businessCurrent carrierPremiumCoverage gapsRenewal dateHousehold detailsUrgencyNext stepsProspect nameContact infoLine of businessCurrent carrierPremiumCoverage gapsRenewal dateHousehold detailsUrgencyNext steps
The leak
Deals don’t die during the call. They die after it.
The work that wins a client happens in the hours after they hang up. That’s exactly where the cracks are.
Coverage details never reach the CRM
Current carrier, premium, coverage gaps, renewal dates. It all comes up on the call and then lives in a producer's notebook instead of a system the agency can work.
Renewals slip and policies churn
Retention is the whole game in insurance. Without something tracking renewal dates and firing the touch, clients drift to the carrier that bothered to call them.
The pipeline
One call goes in. A worked, followed-up deal comes out.
BUDI runs the whole stretch between hanging up and following up, so your team spends its time selling instead of feeding a CRM.
- STEP 01
Your producer makes the call
They talk to the prospect the way they always have. Nothing changes about the conversation.
- STEP 02
BUDI listens and extracts
Every call is captured, transcribed, and read. BUDI pulls the details into structured fields, clean.
- STEP 03
The CRM fills itself
The record lands fully populated. No one types it in. The pipeline stays accurate on its own.
- STEP 04
Follow-up fires on its own
Welcome, document request, next touch, post-close review. The right message goes out on the right day.
What you get
Sales infrastructure, set up and run for you.
Not a tool you have to learn and babysit. A working system we configure, wire to your calls, and keep tuned.
Your CRM, fully configured
We build the CRM around your stages and keep it filled. You start with a system that already works, not a blank one.
Transcription on every call
Every call gets recorded and transcribed, searchable later. Nothing rides on someone's memory.
Automated data extraction
BUDI reads each transcript and pulls the details into structured fields. Over ten per call, no typing.
Email + SMS automation
Welcome notes, follow-ups, and renewal touches go out on schedule. The client hears from you on time.
Weekly pipeline reporting
A clear read on where deals stand and which producers are moving them, delivered every week. No exports.
Ongoing optimization
We tune the sequences and extraction against your real calls. The system sharpens the more your team uses it.
The math
One system instead of five line items.
Most teams already pay for pieces of this, scattered across vendors that don’t talk to each other. RetainmentPro replaces the stack with one setup that actually connects.
- Call recording and transcription tools
- A separate AI note-taker
- Manual data-entry hours
- A patchwork of email and SMS automations
- The reporting someone builds by hand each week
Tooling it replaces
$19k–30k/ year
in scattered tools per location, folded into one running system.
What it costsSetup
$2.5k–5k
one time
Monthly
$500–1.5k
per month
Final pricing depends on team size and call volume. We scope it on the call.
Why it holds up
Private by design. Sharper every week.
Your data never leaves
RetainmentPro runs on its own private AI server. Recordings and client details stay inside the system. Nothing gets handed to a third-party model.
Trained on real sales calls
BUDI learns from real conversations, not generic data. The extraction gets sharper the more your team uses it.
Built and live, not a deck
This is a running product with the first customer onboarding now. You're joining something that already works, early.
Beta access
Get RetainmentPro running on your team.
We’re bringing on a small group while the first deployment is live. Tell us about your team and we’ll set up a call to walk through it and scope the setup.
- We reply within one business day.
- No card, no commitment to look.
- Your details stay private. No spam, no sharing.