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.”
Maher HannaMaher Hanna Insurance AgencyPilot customer, using it free while we build itRenewals, checked for you.
Cheaper one? The good-news email is ready. You press Send.
New clients, found nearby.
Businesses that just opened near your clients. Live in Anaheim today.
Emails in your own voice.
You read every one. It sends from your Gmail.
Carrier sites in one click.
Policy number ready to paste. You sign in and press Submit.
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.
By hand, or with Suavo.
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 agencyQuestions 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.
