Birthdays and policy anniversaries
Messages go out on the right day, with your approval rules.
For insurance & financial services
Stay in touch between renewals, not just at them.
Clients stay with the advisor who remembers them. i'M On Social keeps every client relationship warm all year.
Real app screen. Demo data.
Your book is only as strong as your last follow-up.
- Too many clients only hear from their agent at renewal time.
- Life changes that matter for coverage get missed.
- Cross-sell and referral chances depend on someone remembering to ask.
- When a producer leaves, the agency's relationships leave with them.
The client who feels remembered is the client who stays.
How teams use it
How insurance & financial services teams use i'M On Social.
Life events, captured
A voice memo after a call turns into notes and a follow-up on the client.
Who to call today
People to Talk To Today shows the clients most worth a call and why.
Agency-owned history
Numbers, contacts and history stay with the agency.
See the actual product
This is the app your team opens every morning.
Real screens from the iPhone app. Tap through what it does.
Every text, call and voice note becomes one snapshot: family, interests, last touch and what Jessi suggests next.
Questions
Fair questions
We already have an agency management system.
Keep it. i'M On Social handles the personal touches between renewals and works next to your AMS.
My clients don't want to be bothered.
They do not want to be sold to. A birthday text from their agent is a different thing, and opt-outs are always respected.
I have hundreds of clients.
That is the point. Campaigns handle the routine touches, and the daily list tells you which few need a personal call.
Be the business they never forget.
Build stronger relationships, remember what matters, and make every customer connection count.