Automate it All
Cross Selling. Renewals and More
Identify Revenue.
Kangaroo reads the policies each insured holds, finds the gaps, and turns them into producer conversations without a spreadsheet in sight.
204
Sample data
317
cross-sell opportunities found
Sample data
82
producer conversations started
Sample data
Every renewal, worked on time.
Kangaroo watches expiration dates in your AMS and runs the follow-up at 90, 60 and 30 days, so producers only step in when a client replies.
- 90 days
- 60 days
- 30 days
- Renewal
- 1
Renewal detected
Kangaroo reads expiration dates from your AMS and flags every policy 90 days out. No list uploads, no spreadsheet.
- 2
Audience created
The renewal joins a smart audience with the right producer, carrier and line of business attached.
- 3
Email and SMS sent
A review invitation goes out in your agency's voice, with follow-ups timed at 60 and 30 days.
- 4
Producer task created
When the client replies, or the date gets close, the producer gets a task with a due date and context.
- 5
Client moved into pipeline
The renewal shows up in the Renewals pipeline so nothing slips, and the outcome is reported.
From web lead to bound policy, without re-keying a thing.
Intake lands in Kangaroo and your AMS at the same time. Producers work quotes from a pipeline that shows every deal, its stage and the next action.
New web lead
Kestrel Logistics · Commercial auto
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HawkSoft
Rushang Shah, CMO
The team at Jump Suit Group are excellent collaborators with strong expertise in websites that drive leads, revenue, and intelligent automation. HawkSoft is happy to add them to our Solution Partner program
