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Agency Desk · for independent insurance agencies

Suavo checks renewals and writes client emails.

For independent agencies. You read every email and press Send yourself.

A sample morning. Nothing was sent.

“I'm honestly shocked at what this can do. I've never seen software like it for an agency.”

Photo of Maher HannaMaher HannaMaher Hanna Insurance AgencyPilot customer, using it free while we build it
Map of Maher Hanna Insurance Agency on West Chapman Avenue in Orange, California

2230 W Chapman Ave, Orange, CA 92868

Available

Renewals, checked for you.

Cheaper one? The good-news email is ready. You press Send.

Available

New clients, found nearby.

Businesses that just opened near your clients. Live in Anaheim today.

Available

Emails in your own voice.

You read every one. It sends from your Gmail.

AvailableOpen in carrierPilotSuavo for Chrome

Carrier sites in one click.

Policy number ready to paste. You sign in and press Submit.

PilotYour assistant

An assistant that learns how you write.

Still a pilot. It never sends anything by itself.

Plus the everyday basics.

  • Keeps your whole book in one place

  • Turns carrier emails into tasks

  • Sends you a plan every morning

  • Picks three calls worth making each week

  • Shows what it helped you keep each month

Bring your book from Excel or EZLynx.

Word and Google Docs files come in too. Emails go out from your own Gmail.

  • Google Docs: download, then import documents
  • EZLynx: import its Book of Business export
  • Excel: import your book from a spreadsheet
  • Gmail: outreach and renewal emails send from your inbox
  • Google Sheets: download, then import your book
  • Word: import documents into the book

By hand, or with Suavo.

The jobBy handWith Suavo
RenewalsYou compare every quoteChecked for you
New clientsYou go lookingFound near your clients
Carrier mailYou read every noticeTurned into tasks
Follow-upsYou remember themPlanned every morning
EmailsYou write each oneDrafted in your voice

What's coming next.

  • In development · waitlist

    Software that answers your phone when you can't.

  • Active development

    Carrier forms filled in for you. You still press Submit.

  • Active development

    New-business leads in more cities than Anaheim.

Try it with your clients.

From $129 a month. No contract · cancel anytime.

Set up your agency

Questions agency owners ask

Does it send emails by itself?

No. Suavo drafts. You read it and press Send, and it goes from your own Gmail.

Does it log in to my carriers?

No. It opens the carrier's own site and copies the policy number for you. You sign in, and you press every Submit.

Where do the leads come from?

Two places: gaps in your own book, like a client with auto but no home policy, and new businesses from city license records near your clients. The city records are live in Anaheim today.

What does it cost?

From $129 a month for Agency Desk. No contract. Cancel anytime.

Where does my client data go?

Into our database in the United States. If you connect Gmail, Suavo reads it to find carrier notices and sends only when you press Send. Anthropic's Claude AI reads and drafts emails, and Anthropic doesn't train on your data. Your book is never shared with another agency.

Is my data sold?

Never. One agency's clients never help another agency. Ask, and we'll show you everything we store.