P&C · multi-state
3.2×more quotes bound
Rewired intake with Speed Grade + 2-3-7 sequence.
Read case study Built for high-volume agents
Stop chasing leads.
Build a machine that sends them to you.
16 free tools built with high-volume agents — calculators, scripts, and prewritten sequences you can ship the same day. When you want them running on their own, that's what the Apex platform is for.
4.9· Trusted by 1,200+ high-volume agents
Built with agents at
NORTHPOINTASHBURN & COMERIDIANCOASTAL P&CREDFIELDSTONEBROOKCARDINALWESTGATENORTHPOINTASHBURN & COMERIDIANCOASTAL P&CREDFIELDSTONEBROOKCARDINALWESTGATE
The Apex system
Stop chasing leads. Build a machine that sends them to you.
Six moving parts. One screen. The free tools show you what each part should do — the platform runs them on their own.
Speed-to-lead
AI scripts
Follow-up
Text + email + call
Retention
Reporting
The Apex machine
Live activity
Quote sent
Auto-branded PDF · added to CRM
Reply received
"Yes, still interested — call me at 4?"
Call connected
Producer picked up on ring 2
The difference
Most agencies do outreach the way it was done in 2015.
Here's what separates teams that fill the pipeline from teams that burn the list.
The old way
- Generic 'checking in' texts — reply rate under 1%
- First response 40+ minutes after form fill
- Producers hand-typing follow-ups, five different tools open
- Dead leads written off after 30 days, never touched again
- Retention as a hope, not a KPI
VS
The Apex way
- Word-for-word scripts tested across millions of touches
- First response in under 90 seconds, 24/7
- One screen: text, email, call, notes, sequence
- Bootcamps that revive 7-month-old leads into replies
- Renewal Rescue math surfacing who to save this month
Where to start
Learn it. Automate it. Or have us build it.
Three ways to plug speed and follow-up into your agency — pick the one that matches how hands-on you want to be.
Hands-on · free
The tools
16 calculators, scripts, and sequences. Free. Use them today.
Browse all toolsMost popular
Guided
The playbooks
The full follow-up + retention playbook, condensed. Written for high-volume shops.
See the case studiesHands-off
Done for you
We plug Apex into your CRM, load the sequences, and watch the calendar fill.
Book a 15-min demoProven results
Real agencies. Real pipeline. Real revenue.
01 / 06
Independent · 2 producers
+11revived quotes
5-Day Dead-Lead Bootcamp against a 400-lead list.
Read case studyPersonal lines
$18krenewals saved
Renewal Rescue caught 22 accounts pre-non-pay.
Read case studyHealth · OEP
27%close-rate lift
Loaded OEP-in-a-box in a Saturday. Done.
Read case studyLife · digital
2.9%reply rate
Quote follow-up script beat 'checking in' 7×.
Read case studyAgency owner
$412k3-yr book gain
Book Value calc made retention the KPI.
Read case studyHow it works
Four steps. Zero fluff.
Scroll through — the panel on the left updates as you go.
Step 01
Pick a moment that's leaking money.
Slow first response. Ghosted quotes. Renewals slipping. Every free tool starts from a specific leak — not a generic 'grow your agency'.
Step 01
Pick a moment that's leaking money.
Slow first response. Ghosted quotes. Renewals slipping. Every free tool starts from a specific leak — not a generic 'grow your agency'.
Step 02
Run the tool. Get your number.
Calculators give you a dollar figure. Sequences give you word-for-word copy. Diagnostics give you a verdict. Two minutes each.
Step 03
Ship it Monday.
Every output is meant to be used the same day. Sheets you can paste into your CRM. Scripts you read straight off the screen.
Step 04
When you want it automated, we're here.
The tools are the manual version. Apex is the same playbooks running on their own — text, email, and call from one place, 24/7.
The toolkit
Sixteen free tools. Every one of them opens in a click.
Grouped by the four moves that decide whether an agency grows or leaks. Start anywhere.
01 · MEASURE
See what slow follow-up actually costs.
MEASURELead Leak Calculator
See how much money slow follow-up is costing you.
Open free tool
MEASUREThe Agency Speed Grade
Mystery-shop your own agency. Get a graded report on what your response speed is costing you.
Open free tool
MEASUREClose-Rate Diagnostic
Eight questions. One verdict on the bottleneck killing your close rate.
Open free tool
MEASUREBook Value Calculator
What your book is worth today, and in 3 years at current vs. improved retention.
Open free tool
MEASURELead Vendor Scorecard
Rank your lead vendors by real cost-per-policy.
Open free tool02 · SAY
The exact words for the moments that matter.
SAYThe Revival System
Answer two questions. Get the exact texts that wake dead leads up.
Open free tool
SAYWhen You're Stuck
What to say in the 10 moments that kill most sales.
Open free tool
SAYThe Buyer's Brain
Why people buy. One rule per card, with the exact move to make.
Open free tool
SAYQuote One-Pager Maker
Enter 2–3 plans. Get a clean comparison page in 60 seconds.
Open free tool03 · SEND
Prewritten sequences you can ship today.
SENDQuote Follow-Up Machine
Get the exact 14-day follow-up plan — day by day, word for word.
Open free tool
SENDOEP Campaign-in-a-Box
Every text and email from Nov 1 to Jan 15, prewritten, day by day.
Open free tool
SEND5-Day Dead-Lead Bootcamp
One revival action a day for five days. Your old list, working again.
Open free tool
SENDAgency-in-a-Box
The free mini-CRM sheet and the follow-up sequences a small shop needs.
Open free tool04 · KEEP
Retention math and the outreach that plugs the leak.
KEEPRenewal Rescue Calculator
The dollars silently leaking out of your book — plus the texts that plug it.
Open free tool
KEEPClient Coverage Check-Up
An agent-branded one-pager you send your clients before renewal.
Open free tool
KEEPState of Speed-to-Lead
The benchmark report: how fast the average agency responds. Early access.
Open free toolWhat agents say
The tools are free. The results are not.
“I ran the speed grade on a Monday. By Friday I'd closed three quotes I would have lost.”
Marcus R.
P&C agent, Ohio
“The dead-lead bootcamp got 11 replies out of a list I'd written off eight months ago.”
Priya S.
Independent agency, TX
“The book value calc was a wake-up call. Retention is the whole game and I wasn't measuring it.”
Dan K.
Agency owner, FL
“The quote follow-up plan gave us three extra bindings that week. That's it. That's the story.”
Elena V.
Producer, AZ
“Handed the OEP-in-a-box to my assistant on Nov 1 and walked away. Best season we've had.”
James O.
Health & Medicare, GA
FAQ
Questions before you dive in.
Yes. No signup to browse. Unlock any single result with your email — no card, no trial timer, no upsell wall.
The done-for-you version
Want it done for you?
15 minutes on a call. We plug Apex into your CRM, load the sequences, and you never touch it again.