Sell more policies.
Manage them all
in one place.
The CRM, proposal builder, and renewal engine for independent insurance agents and agencies — built for the way today's clients actually buy.
Lead pipeline
Policy renewals
Client portal
What donefy can do for this industry
The modern hot-desk for the entire client lifecycle.
Independent agents · Brokers · Agencies
donefy gives insurance agencies a modern hot-desk to run the entire client lifecycle — lead capture, quoting, proposal delivery, e-sign, policy management, renewal automation, and cross-sell. Stop bouncing between AMS, CRM, e-sign, and email tools. Send a beautiful quote in minutes, track every policy renewal, and let AI agents handle the follow-up that traditionally falls through the cracks.
Inside the portal
From first quote to bound policy — one pipeline.
A live look at how a policy moves through customers, claims, tasks, and reporting inside donefy.
Customers
Policy holders registered
Benefits
Benefits of working with donefy
Five upgrades your agency gets on day one.
Proposals that win
Branded, drag-and-drop quote pages with comparisons, pricing, and one-click e-sign.
Renewals on autopilot
Calendar-aware reminders 60/30/15 days out, plus AI-triggered renewal outreach.
Cross-sell intelligence
AI identifies upsell opportunities (home + auto, life + disability) inside your book of business.
Centralized client record
Every policy, document, message, and claim activity attached to one CRM contact.
Compliance-ready paper trail
Agreements, e-signatures, and a full audit trail for every quote and bound policy.
Insurance — The Opportunity
A market the weather
keeps rewriting.
Four facts every insurance agent can put on the kitchen table — straight from the data.
U.S. homeowner premiums in five years
U.S. homeowner premiums jumped more than 55% in five years — a market where every renewal conversation has new urgency.
Insurance Information Institute · S&P Global
A single major storm event — most weren't fully covered
One major storm caused up to $10 billion in damage and most homeowners weren't fully covered. Every policy review is a real protection conversation.
Insurance Information Institute
U.S. auto premiums paid every year
U.S. drivers pay over $35 billion a year for auto insurance — an enormous renewal and cross-sell pool for every independent agent in the country.
NAIC · U.S. auto market data
Comprehensive coverage isn't optional here
In a state defined by hail, hurricanes, and high-mileage commutes, comprehensive coverage isn't optional — it's the baseline conversation with every client.
Insurance Information Institute
No credit card required.
Stop chasing renewals.
Start growing the book.
donefy automates the busywork that's holding your agency back — so your team can focus on writing new business and keeping clients for life.
Quote fast
Renew smart
Grow steadily