Automate quoting, manage renewals intelligently, and handle policy servicing—all while your team focuses on what matters most: building relationships and growing revenue.
Your team manually enters client data across multiple carrier portals, wasting hours on repetitive data entry that could be automated.
Most renewals are auto-renewed without shopping the market, leaving your clients and you on the table with higher premiums.
Your CSRs are buried in administrative tasks instead of providing exceptional client service and driving growth for your agency.
Input client details and coverage needs into BindPilot. Our system securely stores this information for future quotes and renewals.
BindPilot instantly sends requests to your carrier panel and compiles competitive quotes based on real-time carrier data.
Present clean, branded comparison quotes to clients and bind policies with a single click—no more manual paperwork.
Get quotes from your entire carrier panel in minutes. Compare coverage and price side-by-side for better client conversations.
Automatically identify renewal opportunities, shop the market, and alert you to policy changes before renewal dates.
Handle endorsements, cancellations, and policy changes with AI-assisted workflows that keep everything organized and compliant.
Generate professional, branded quotes and proposals with your agency logo and messaging. White-label everything.
No per-user fees. No long-term contracts. Cancel anytime. Every plan pays for itself the first month.
Compare: Applied Epic ~$1,000/mo • EZLynx ~$500/mo • HawkSoft ~$450/mo
Locked-in rate — forever
For solo agents and small shops who want to quote faster and shape the product.
What you get:
Best for: 1-person agencies doing 5-15 quotes/week
Save ~$47K/year in quoting labor
For growing agencies that want quoting, renewals, and branded client deliverables.
Everything in Early Access, plus:
Best for: 2-5 person agencies doing 15-50 quotes/week
Full AI operations suite
For agencies scaling headcount and book size who need AI across the entire workflow.
Everything in Starter, plus:
Best for: 5-20 person agencies managing 500+ policies