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We set it up. We run it. You sell.

Most agencies run on a CRM nobody updates, a phone that goes to voicemail, and renewal reminders on sticky notes. We fix that for you. Seven16 Group builds and runs your follow-up, lead capture, renewals and booking on Growtheon, the AI platform we use every day. You don't buy software or learn a new system. You get calls answered, quotes chased and renewals handled, so you can spend your time selling.

13areas of your agency we can cover
65tools under the hood, each with an insurance use
1team that sets it up and runs it: ours
How it works

You bring the book. We bring the machine.

This isn't a software subscription you have to figure out at 9 PM. It's a done-for-you system, run by people who've sold insurance.

We set it up

We learn how your agency sells, then build your pipeline, quote forms, booking calendars, follow-up and renewal reminders. We test everything with fake data first.

We run it

We watch the follow-up, tune the messages, keep the AI agents on script and fix what breaks. Anything AI writes to a customer gets a human read first.

You sell

You and your producers get warm conversations, booked calls and a clear list of who to call today. That's the job you're good at.

You see what's working

A simple report on new leads, quotes out, policies bound and renewals coming up, so you know what the system is doing for you.

The short version

How an account moves through it.

Same account, one record, start to finish. Here's the path a commercial lead takes once we've set it up for you.

  1. CaptureA quote form, a website chat, a Facebook lead ad or a missed call. Every one of them lands as a contact with the source attached.
  2. QualifyThe AI receptionist or chat agent asks your questions: business type, state, employees or trucks, current carrier, X-date. Leads get scored and sorted.
  3. QuoteThe deal moves through your pipeline stages. Tasks go to the right person, and documents get requested by text and email.
  4. BindGet the broker-of-record letter or service agreement e-signed and hand the account to service with notes attached.
  5. ServiceCertificate requests, endorsements and questions become tickets with an owner and a deadline.
  6. Renew and growReminders at 90, 60 and 30 days, cross-sell sequences, review requests and referral asks to happy insureds.
What's under the hood

Everything Growtheon can do, and how we put it to work for you.

You don't need to know any of this to get results. It's here for the curious. Each card says what the tool does, then how we use it on a commercial lines desk. Jump to a section:

CRM & pipelines

Every insured, prospect and referral partner in one place, with the next step written down.

Contacts with your own fields
Unlimited contacts with custom fields, tags, segments, filters and search. Every conversation stays linked to the contact.
On an insurance deskTrack what matters on a commercial account: X-date, current carrier, FEIN, class codes, ex-mod, fleet size, payroll. Then pull a list like "workers' comp, X-date in the next 120 days, ex-mod over 1.0."
Pipelines and deals
Visual pipeline stages, custom stages, deal tracking, bulk actions and pipeline reports.
On an insurance deskWe lay out the real path: Prospect → Submission → Quoted → Bound → Renewal. One pipeline for new business, one for renewals, so nothing hides in an inbox.
Tasks and activities
Tasks with owners and due dates, in Kanban, list or calendar view, with templates and AI task creation.
On an insurance deskHand the CSR the loss-run request and the producer the follow-up call, each with a date. Nobody has to remember.
AI lead scoring
Ranks leads automatically by how likely they are to turn into business.
On an insurance deskSort the morning call list so the hottest quote requests get the first dial.
Next best action
AI suggests the next step on each deal based on past patterns.
On an insurance deskA nudge like "this quote has gone quiet for a week, call before the X-date" instead of guessing.
Churn risk alerts
Customer journey prediction with churn risk scoring and retention alerts.
On an insurance deskFlag the accounts most likely to shop at renewal so you call them before a competitor does.
Live dashboard
Real-time view of revenue, pipeline, conversion and activity, with goal tracking.
On an insurance deskSee bound premium in the pipeline, quotes out and renewals due this month on one screen.

Calls, texts & inbox

Phone, text, email, chat and social in one conversation view.

One inbox for every channel
Email, SMS, web chat, social and WhatsApp in one conversation view, with quick replies and an AI writer.
On an insurance deskWhen an insured texts a question, then emails the same question, your team sees one thread, not two.
Business phone system
Softphone, call log, voicemail, IVR menus, smart routing, call forwarding, conference bridge and recording.
On an insurance desk"Press 1 for a quote, 2 for a certificate, 3 for a claim." Calls land with the right person on the first try.
Call recording and transcripts
Calls can be recorded and transcribed, with searchable transcripts and sentiment analysis.
On an insurance deskFind the exact moment the owner said "we added two trucks" without replaying a 40-minute call. Get consent first where your state requires it.
Voicemail drops
Drop a pre-recorded voicemail.
On an insurance deskLeave a warm, personal renewal check-in on a list of insureds who already know you, in your own voice.
Missed-call text-back
When a call goes unanswered, the caller gets an automatic text and the conversation continues by SMS, booking link included.
On an insurance deskThe owner who called during your carrier meeting gets a text in seconds instead of calling the next agency on Google.
Two-way texting and WhatsApp
Two-way SMS and WhatsApp messages with templates and automation.
On an insurance deskText a reminder for the payroll report or the driver list, and the reply lands right on the contact.
Team chat and handoffs
Internal channels, direct messages, file sharing and conversation handoffs.
On an insurance deskThe producer hands the bound account to service with the notes attached. No "hey, did you see my email?"
AI reply suggestions
Suggested replies based on the conversation's context and tone.
On an insurance deskA first draft for the "why did my premium go up?" email. A person reads it and hits send.

AI agents & assistants

AI that answers, drafts and sorts. A person signs off on anything that matters.

AI voice receptionist
Answers calls around the clock, holds a real conversation, asks your qualifying questions, books into your calendar and transfers to a person when needed. Every call lands in the inbox with a transcript and recording.
On an insurance deskAfter-hours quote calls get answered: business type, state, number of employees or trucks, current carrier, X-date. Claims and urgent calls go straight to a human.
AI chat agents
Chatbots trained on your business information, answering on several channels 24/7.
On an insurance deskWebsite chat that handles "Do you write trucking?" and "What do you need for a workers' comp quote?" and then books the call.
Train AI on your documents
Upload documents, Q&A pairs and knowledge base articles so the AI answers from your material.
On an insurance deskWe load your appetite guide and intake checklist so the answers match what you actually write.
Custom AI agents
Build AI agents wired to your CRM data and workflows.
On an insurance deskAn intake helper that reads a new quote request and fills in the account fields for review.
AI with approval steps
Multi-step AI planning with approval gates. Outreach drafts can wait for human review before they send.
On an insurance deskAI does the busywork. You approve before anything reaches a prospect or an insured.
AI document search
Search across uploaded documents and ask questions about them.
On an insurance desk"Which of our accounts have a hired and non-owned auto endorsement?" answered from your files, then double-checked by you.
AI content and images
Generates blog posts, ad copy, social posts and marketing images.
On an insurance deskA month of posts on topics like "5 things that raise your experience mod" in an afternoon. You edit; it drafts.
AI memory
The AI keeps context from past interactions.
On an insurance deskThe assistant remembers the owner prefers texts and that the renewal meeting is always in the spring.

Websites, forms & lead capture

Pages and forms that turn a curious visitor into a quote request.

Websites and landing pages
Drag-and-drop website and page builder with templates, custom domains, SSL, A/B testing and mobile-friendly pages.
On an insurance deskA landing page for each line you push: workers' comp, commercial auto, PEO. Each one with its own quote form.
Sales funnels
Multi-step funnels with step-by-step analytics.
On an insurance deskA free "Experience mod checkup" page, then a short intake, then a booking page.
AI website and funnel builder
Describe the business and AI drafts the pages, copy and automations.
On an insurance deskWe get a first draft of a new program page up fast, then put it in your words, not a robot's.
Smart forms
Forms with conditional logic, a submissions list, analytics and AI-assisted setup.
On an insurance deskOne quote intake form that asks for fleet details only if they pick commercial auto, and payroll by class only if they pick workers' comp.
Surveys and quizzes
Scored quizzes and NPS surveys that sort people into segments automatically.
On an insurance deskA 6-question "Are you overpaying for workers' comp?" quiz that routes high scores to a call.
Popups and QR codes
Exit-intent and timed popups, plus QR codes with scan tracking.
On an insurance deskPut a QR code on your trade show banner that opens the quote form, and see how many scans it got.
Website importer and reusable blocks
Import an existing site, and reuse headers, footers and sections across pages.
On an insurance deskMove an old agency site over without rebuilding it, then change the phone number once for every page.
SEO tools
Keyword research, site audits, rank tracking and content tips.
On an insurance deskSee whether you show up for "trucking insurance [your city]" and fix the pages that don't.

Email, text & social

Stay in front of people without living in your sent folder.

Email campaigns
Drag-and-drop email builder with templates, A/B testing, deliverability tracking and an AI writer.
On an insurance deskA monthly note to insureds on a topic they care about, like what changes at renewal and why.
Follow-up sequences
Automated email and SMS sequences with smart timing, conditions and engagement tracking.
On an insurance deskCross-sell drip: they have workers' comp with you, so they get a short, friendly sequence about commercial auto and umbrella.
Text campaigns
Two-way SMS, broadcasts, sequences and an AI text writer.
On an insurance deskA short heads-up to opted-in insureds before a storm or a deadline. Consent first, opt-outs honored.
Social planning and publishing
Schedule posts to Facebook, Instagram, LinkedIn and Google Business Profile with a content calendar and reports.
On an insurance deskOne LinkedIn tip a week for owners and HR managers, scheduled a month at a time.
Segments and A/B tests
Audience segments and A/B tests on campaigns.
On an insurance deskSend trucking owners a different subject line than restaurant owners, then keep the winner.
Website visitor identification
Identifies companies behind anonymous website visits, enriches them with company data, and can start a follow-up sequence. Drafts can be held for human review.
On an insurance deskSee that a 40-truck fleet read your commercial auto page twice this week, and have a human decide whether to reach out.
Trigger links
Trackable links that start an automation when clicked.
On an insurance deskSomeone clicks "Yes, review my renewal" in an email, and a task and booking link go out on their own.

Calendars & booking

Let people book you without the back-and-forth.

Booking calendars
Appointment booking with team availability, services, confirmations and reminders.
On an insurance deskA "Renewal review, 30 minutes" calendar and a "New quote call" calendar, each with its own questions up front.
Google Calendar sync
Two-way sync so appointments show in both places.
On an insurance deskProducers keep using the calendar on their phone. Bookings just show up there.
Zoom meetings
Creates Zoom meetings and links them to the appointment.
On an insurance deskEvery booked renewal review gets its own meeting link, no copy-and-paste.

Automations & workflows

The follow-up that happens even on your busiest day.

Visual workflow builder
Drag-and-drop workflows with triggers, branches, delays, webhooks, conditions and diagnostics.
On an insurance deskRenewal reminders at 90, 60 and 30 days out: a task for the producer, a check-in email to the insured, and a text if nobody has replied.
Build a workflow by describing it
Describe what you want in plain words and AI drafts the workflow.
On an insurance deskYou tell us "When a workers' comp quote request comes in, give it to Sam, text a thank-you and ask for loss runs." We build it, test it and turn it on.
Payment-triggered automations
Workflows that start when a payment comes in.
On an insurance deskWhen a training or consulting fee is paid, the welcome email and booking link go out automatically.

Reviews & reputation

Happy insureds are your best ad. Make it easy for them to say so.

Review requests
Automated review requests, review monitoring, sentiment analysis and alerts.
On an insurance deskAfter a claim is handled well, a short "Would you mind leaving us a review?" text goes out.
Google Business Profile
Manage listings, respond to reviews and post updates from the dashboard.
On an insurance deskReply to every Google review from one place, the good ones and the grumpy ones.

Service desk & client portal

Requests get logged, routed and answered on time.

Support tickets
Create, assign and track requests with status.
On an insurance deskEvery certificate of insurance request becomes a ticket with an owner, so none slip through.
Email-to-ticket
Incoming emails turn into tickets and get sorted automatically.
On an insurance deskA certificates@ inbox where every COI request becomes a ticket on its own.
AI triage, SLAs and escalation
Routes tickets by content and priority, tracks service times, and escalates on rules you set.
On an insurance deskEndorsement requests go to service, claim questions get flagged first, and anything older than your promised turnaround escalates.
Client portal
A branded portal with dashboards, reports and messaging for clients.
On an insurance deskGive larger accounts one place to message you and see what's in progress.

Contracts & payments

Paperwork and fee-based work, without the printer.

Contracts and e-signatures
Contracts with e-signature and an audit trail.
On an insurance deskSend a broker-of-record letter or a service agreement and get it back signed, with a record of who signed and when.
Branded PDFs
Generate proposals, invoices, contracts and reports as PDFs from CRM data.
On an insurance deskA clean proposal summary pulled from the account record, not retyped.
Invoices, payment links and subscriptions
Invoices with automatic reminders, one-click payment links, subscriptions and checkout pages, with card and PayPal checkout.
On an insurance deskBill fee-based work like consulting, risk reviews or training. Premium billing stays with the carrier or your agency system.

Courses & community

Teach your team and your clients in one place.

Course builder
Online courses with video lessons, quizzes, certificates and drip scheduling, plus an AI course builder.
On an insurance deskOnboard new producers and CSRs with your own training path, quizzes included.
Memberships
Gated content, tiered access and built-in billing.
On an insurance deskA members-only library of safety talks for your workers' comp insureds.
Community spaces
Private forums, discussion groups, member profiles and leaderboards.
On an insurance deskA private group where your agency's producers share wins and questions.

Reports & insights

Know what’s working. Stop what isn’t.

Dashboards and scheduled reports
Custom dashboards with KPIs and reports emailed on a schedule.
On an insurance deskA Monday morning email: new quote requests, quotes out, bound, renewals due in 90 days.
Website, funnel, form and campaign reports
Page views, funnel drop-off, form submission rates, email opens and clicks, and revenue attribution.
On an insurance deskSee which landing page brings in actual quote requests, not just clicks.
Heatmaps and session replays
Click and scroll heatmaps and recordings of visits to your sites and funnels.
On an insurance deskWatch where people quit the quote form, then shorten that step.

Integrations & admin

Plays nicely with the tools you already use, under your rules.

Google, Meta, LinkedIn and Zoom
Gmail, Google Calendar and Drive login, Facebook and Instagram lead sync, LinkedIn posting, Google Business Profile and Zoom.
On an insurance deskFacebook lead ad forms drop straight into the pipeline with a follow-up already running.
Zapier, webhooks and API
Connect thousands of apps through Zapier, custom webhooks, and a REST API with API keys.
On an insurance deskPush a bound account to your other systems, or pull new leads from your list tools.
Import and export
Bulk CSV import, data export and migration tools.
On an insurance deskBring over a spreadsheet of insureds and X-dates on day one.
Users, roles and permissions
Several role types with detailed permission controls.
On an insurance deskProducers see their book. Service sees what they need. The owner sees everything.
Security and audit logs
Two-factor login, session management, encryption, consent and deletion request tools, and a log of who did what and when.
On an insurance deskA record of who changed an account, handy when an E&O question comes up.
Your brand on everything
Your logo, colors and custom domains on the pages, forms and portal people see.
On an insurance deskInsureds see your agency's name on every page and form we build for you.
Where we'd start

Six things we turn on first.

Nobody needs all of it on day one. These are the six we set up first for a commercial agency, then we build from there.

Missed-call text-back

Every unanswered call gets a text within seconds, with a booking link. The caller stays yours instead of dialing the next agency.

Quote intake that asks the right questions

One smart form for workers' comp, commercial auto and PEO quotes. It only asks what matters for the line they pick, then books the call.

Renewals at 90, 60 and 30 days

Tasks for the producer, check-ins for the insured, and a nudge if nobody answers. No more renewals that sneak up on you.

X-date follow-up

Prospects who said "not now" get filed by X-date and come back up for a call well before their renewal, not the week after.

Certificate requests on autopilot

COI requests by email or form become tickets with an owner and a turnaround time. Late ones escalate on their own.

Cross-sell, reviews and referrals

A friendly sequence about the coverage they don't have with you yet, a review request after a good claim experience, and a referral ask for your happiest insureds.

House rules

Smart tools. Grown-up rules.

  • AI drafts, people decide. Anything AI writes for a prospect or an insured gets a human read before it goes out.
  • Consent first. Texts and voicemail drops go to people who said yes. Opt-outs are honored, every time.
  • One record per account. Calls, texts, emails, forms and tickets all live on the same contact. No side spreadsheets.
  • Test before launch. Every form, automation and AI agent gets tested with fake data before a real customer sees it.
Next step

Want this running for your agency?

Book a free 30-minute call. We'll look at how your agency runs today and tell you which plays we'd turn on first. No pitch for software, no price tag on the call.

Book a free 30-minute call → See services