An AI assistant for insurance agents
Sauna preps every renewal and quote from your CRM, drafts the client follow-ups in your voice, and keeps the policy book warm — so your day goes to writing business, not chasing paper.
Sauna is an AI assistant for insurance agents that keeps the book warm while you write business. It preps every renewal and open quote from your CRM, drafts the client follow-ups in your voice, chases the binding paperwork, and surfaces the clients due a coverage review — so your time goes to selling, not to chasing paper.
What it does
What Sauna does for insurance agents
- 01
Renewal prep
Pull each policy coming up for renewal with the client's history and current coverage into a one-screen brief, with the talking points and any cross-sell worth raising.
- 02
Quote follow-up
Draft the follow-up to every open quote in your voice, referencing what they asked for and when you last spoke, and keep the cadence going until they bind or decline.
- 03
Chase the binding paperwork
Track which applications and signatures are outstanding, and draft the nudge to the client or the carrier who's holding it up.
- 04
Keep the book warm
A recurring scan for clients due a coverage review, life events worth a call, and policies lapsing soon — with the outreach drafted for each.
Put Sauna to work on this.
Get started for freeIn context
Ask in chat. It does the work.
Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.
Try it
Ask in plain words
The literal prompt for this job. Open it in Sauna and it picks up from there.
“Pull my policies renewing in the next 30 days, draft a renewal outreach to each client in my voice noting any coverage gap worth a conversation, and list who I should call first.”
Plugs into the tools you already run — and thousands more, or any MCP server.
What you get
A finished result, not a transcript.
Reports, drafts, and dashboards Sauna assembles from your live tools — kept current on its own.
Get the result, not the busywork.
Get started for freeGood to know
Questions, answered.
Will it bind coverage or message clients on its own?
No. Sauna preps, drafts, and tracks; binding, quoting, and what gets sent stay yours. Nothing goes out until you approve it.
Does it connect to my agency CRM?
Yes — Salesforce, HubSpot, and thousands more, or your agency management system over an API key or MCP server.
Is my data safe?
Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.
Keep exploring
More ways teams use Sauna
Put Sauna to work for insurance agents.
Get started for free
