After every client call, Huplify logs the details to your CRM, flags renewal dates, and drafts your follow-up email — so you can move on to your next opportunity instead of your next sticky note.
The post-call spiralYou hang up, then spend the next 20 minutes typing notes into AgencyZoom, writing a follow-up email, and setting a reminder to chase the renewal. Meanwhile your next prospect is waiting.
The missed renewalA client's homeowner policy lapsed two weeks ago. Not because you didn't care — because renewal dates were scattered across your CRM, a spreadsheet, and a Post-it you lost on Tuesday.
The silent departureA client you've had for three years switches to another broker. They didn't complain. They just stopped hearing from you between renewals — so when someone else called, they picked up.
68% of clients leave their broker not because of price — but because they feel ignored. When admin eats your day, your existing book quietly starts shopping. Source: American Society for Quality
No new workflow to learn. No manual data entry. Just finish your call and let Huplify handle everything that used to eat your afternoon.
End the call as normal. Huplify can record live or you can drop a quick voice note straight after — whatever fits how you already work.
Huplify transcribes the conversation and pulls out what matters: client name, policy discussed, action items, renewal dates, and any coverage changes — then maps it all to your CRM fields automatically.
Your CRM note is written. Your follow-up email is drafted. Renewal reminders are set. You glance, approve, and you're back on the phone — not at your desk typing.
Built around the real daily friction of running an independent book of business.
Speak it once. Huplify writes the CRM note. Works natively with AgencyZoom, HubSpot, Salesforce, Applied Epic, and HawkSoft — no copy-paste, no manual fields.
Based on exactly what was said in the call, Huplify drafts a personalised follow-up email. You read it, tweak if needed, hit send — before the client's even stopped thinking about the call.
Huplify catches renewal dates mentioned in calls and flags them automatically. No more chasing spreadsheets 90 days out. Your book stays current without you maintaining it manually.
Every client conversation transcribed, stored, and searchable. Useful when a client disputes coverage details, when a colleague needs to step in, or when E&O is on the line.
"I didn't realise how many renewals I was dropping until I stopped doing the admin myself. In the first month, I caught three clients who were about to go quiet on me."
— Independent P&C broker, early tester
We're onboarding 20 independent brokers personally. This price locks for life.
⚡ Only 20 early access spots. 6 already claimed.
20 spots. No credit card. We'll reach out personally within 24 hours to get you set up.
We'll be in touch within 24 hours to get you set up.
Go close something in the meantime.