accessing . . .

AI-POWERED MARKETING AUTOMATION

for INSURANCE AGENCIES

APPLICA provides AI solutions that bolt onto your AMS and phone systems to increase value from every client touchpoint.
Demos > Get Started

Unique Challenges in Insurance

  • Annual price shopping makes retention fragile; renewal windows are easy to miss.
  • Cross-sell signals are buried across AMS, carrier portals, email, and call logs.
  • Lapsed accounts are costly to reacquire; re-engagement gets deprioritized.
  • Compliance demands the right timing, disclosures, and audit trails.

Built for High-Trust, Relationship-Driven Businesses

Why this matters: Every policy touchpoint shapes trust, loyalty, and lifetime value.

Personal & timely: Event-driven outreach for renewals, birthdays, and coverage milestones.

Human + AI: Scoring, next-best actions, and drafted messages; your team approves and acts.

Respectful & compliant: Opt-in, cadence caps, suppression lists, and audit logs mapped to insurance workflows.

Industry lens: Policies change lives; every renewal and coverage suggestion must build confidence. Compliance/cadence note: Respect TCPA/CTIA; maintain renewal-window logic and carrier-required disclosures.

How APPLICA Helps Insurance Agencies

  • Renewal Wizard™ prioritizes upcoming renewals by churn risk and upsell potential with explainable reasons.
  • Coverage Coach™ analyzes policies to suggest right-fit coverage and cross-line add-ons.
  • Intelligent DRIP & Messaging automate quote/renewal/birthday/event touches via email/SMS.
  • Intelligent Win-Back reactivates lapsed clients with AI-scored, multi-channel outreach.
  • CallCOACH™ / Call WIZARD™ / CallCLIPS™ improve CSR performance with real-time assist, summaries, and screen-pops.
  • Interactive eNewsletters / Intelli-Touch™ / Policy PLUS™ keep clients engaged and self-served, with no new headcount.

EXPLORE APPLICA AI EXTENSIONS

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Turn more leads into sold clients

Demo > Get Started

Intelligent DRIP is your always-on new-business closer. It sends AI-personalized email and SMS sequences that nurture prospects from first touch to on-boarding without adding work for your staff.

  • Orchestrated email and SMS sequences tuned to your sales cycle
  • Dynamic content that reflects each prospect’s coverage needs and price sensitivity
  • Automatic follow-ups through the entire sales funnel
  • Integrates with your AMS / CRM so outreach stops the moment a sale is confirmed
  • Detailed reporting on open rates, response, and conversion lift

SETUP & INTEGRATIONS

How it bolts on:

Plug DRIP into your lead sources and CRM. New leads auto-enter multi-channel nurture with timing, content, and routing tailored to your workflows.

Common integrations:
  • CRM/Marketing: Salesforce, HubSpot, InsuredMine, Pipedrive.
  • Lead sources: website forms, marketplaces, Facebook Lead Ads.
  • Email/SMS/voice: connects to your ESP/SMS and ringless vendor.
Synergies with other APPLICA services:
  • Reputation WIZARD™ (post-conversion reviews).
  • CallCOACH™ (mirror scripts to nurture content).
  • Intelligent Win-Back (automatically route cold leads after timeout).

CASE STUDY

RightSure Insurance Group, a large national insurance agency, carried a long tail of past customers who had let coverage lapse and drifted away to competitors. These dormant clients represented significant unrealized lifetime value, but traditional “blast” win-back emails returned only single-digit re-engagement rates and required substantial on-going campaign management efforts.

APPLICA’s Intelligent Win-Back™ solution reversed that trend in just weeks. APPLICA's AI models mined years of policy, claims, and communication history to carve the dormant client list into precise win-back personas. APPLICA's technology produced persona-tuned email, text, and dynamic landing-page content, while fast-follow triggers automatically reacted to opens, clicks, and quote requests. Continual A/B testing promoted the highest-performing subject lines, offers, and call-to-actions, all with RightSure’s branding.

As a result of implementing APPLICA's Intelligent Win-Back™ solution, lapsed-policy reactivation jumped into the double digits, and average premium per reactivated client climbed sharply. By combining granular segmentation, hyper-relevant messaging, and automation technologies, APPLICA's Intelligent Win-Back™ turned yesterday’s lost customers into today's profitable renewals, without requiring any RightSure additional head-count.

read case study >

PRICING

  • Monthly pricing (leads/month) : up to 300: $249/mo | up to 1,000: $579/mo | up to 3,000: $1,199/mo
  • Annual (10% off, billed annually): $2,689/yr | $6,253/yr | $12,949/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $1,195
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if usage exceeds your tier.

Email costs are included.

SMS / ringless voicemail rates are separate.

Turn insurance policy data into smarter coverage recommendations

Demo > Get Started

For insurance agencies, Coverage Coach™ analyzes each client’s policies and household profile, then uses APPLICA’s AI to suggest smart, easy-to-act-on suggestions for optimizing coverage. Your team gets clear talking points for protecting client renewals, while growing account value.

  • Reviews existing policies to identify gaps, underinsurance, and overlaps
  • Highlights opportunities for additional lines (e.g., umbrella, life, valuables)
  • Suggests smarter limits and deductibles based on client risk profile
  • Generates simple, client-friendly talking points for CSRs and producers
  • Feeds insights into your renewal and cross-sell campaigns for consistent follow-through

SETUP & INTEGRATIONS

How it bolts on:

Coverage Coach layers on top of your AMS/CRM and reads existing policy data (no rip-and-replace). It analyzes active policies and produces explainable coverage suggestions your team can review and send.

Common integrations (examples):
  • AMS/CRM: HawkSoft, AMS360, NowCerts, InsuredMine, Salesforce.
  • Email/SMS: your ESP + SMS provider for one-click outreach.
  • Telephony/notes: push insights into call notes or tasks.
Synergies with other APPLICA services:
  • Renewal Wizard™ (prioritize upsell at renewal).
  • Intelligent DRIP (auto-follow-ups on suggested coverages).
  • CallCOACH™ (surface suggestions during live calls).

PRICING

  • Monthly pricing (policies/month): up to 500: $349/mo | up to 1,500: $649/mo | up to 4,000: $1,299/mo
  • Annual (10% off, billed annually): $3,769/yr | $7,009/yr | $14,029/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $1,295
  • Billing: Monthly fees are billed in advance at your selected tier. If usage exceeds your tier, we apply a month-end true-up (tier adjustment or overage, depending on your plan).

Turn happy clients into 5-star reviews and new business

Demo > Get Started

Reputation WIZARD™ identifies your happiest clients and automatically sends personalized review requests at just the right moment. It grows your Google rating, drives more calls and quote requests, and gives your team clear visibility into who is generating the best reputation lift.

  • AI-driven triggers based on positive interactions, call sentiment, and client behavior
  • Personalized email/SMS review requests branded to your agency and (optionally) the CSR
  • Direct links to your Google profile (and other review sites you choose) with no “gating”
  • Dashboards showing review volume, average rating, and performance by location/CSR
  • Integrates with CallCOACH™, Call WIZARD™, and Intelligent Messaging for automated follow-up

SETUP & INTEGRATIONS

How it bolts on:

After a job/visit/interaction closes, APPLICA automatically asks for a review, routes unhappy responses internally, and posts public reviews when positive.

Common integrations:
  • Review sites: Google Business Profiles, Facebook, niche verticals.
  • CRM/Helpdesk: pipe detractors to tickets.
  • Email/SMS: your existing senders.
Synergies with other APPLICA services:
  • DRIP (reviewers enter referral or loyalty sequences).
  • Social Automation (share selected reviews).
  • Win-Back (thank and re-invite inactive promoters).

PRICING

  • Monthly pricing (active contacts): up to 3,000: $129/mo | up to 10,000: $199/mo | up to 30,000: $299/mo
  • Annual (10% off, billed annually): $1,393/yr | $2,149/yr | $3,229/yr
  • Includes up to 3 locations (custom quote if more needed).
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $395
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if contact volume exceeds your tier.

Includes up to 3 locations. Custom quote if more needed.

Look active online without adding to-do’s

Demo > Get Started

Intelligent Social Media Automation keeps your agency visible and relevant on social platforms, using targeted posts driven intelligently by AI.

  • Done-for-you social posts tailored to your brand and audience
  • Content aligned with seasonal risks, local events, and key campaigns
  • Optional coordination with email and SMS for consistent cross-channel messaging
  • Automatically respects posting schedules and frequency caps you define
  • Performance insights to see what attracts engagement and leads

SETUP & INTEGRATIONS

How it bolts on:

Connect your Facebook/Instagram/LinkedIn pages; APPLICA schedules branded posts and pulls engagement stats—no new social platform to learn.

Common integrations:
  • Social APIs: Meta/LinkedIn.
  • Link tracking: your analytics/UTM structure.
  • Asset hosting/CDN: plug into your existing storage.
Synergies with other APPLICA services:
  • Reputation WIZARD™ (cross-promote high-rating reviews).
  • DRIP & eNewsletters (tease content that leads to capture).
  • Win-Back (retarget site visitors from campaigns).

TESTIMONIAL

Managing social media used to be a time-consuming headache. With APPLICA’s AI-powered social media automation, our agency’s digital presence has dramatically increased. Plus, our engagement rates have increased significantly, and we’re seeing more leads inquire about specialty insurance products.

ShaunMonet Kunkel

Vice President - Finance

RIGHTSURE Insurance Group

PRICING

  • Initial Setup Fee: $90 (one-time)
  • $96 monthly or $960 annual (saves $192 per year)

Turn more leads into sold clients

Demo > Get Started

Intelligent DRIP is your always-on new-business closer. It sends AI-personalized email and SMS sequences that nurture prospects from first touch to on-boarding without adding work for your staff.

  • Orchestrated email and SMS sequences tuned to your sales cycle
  • Dynamic content that reflects each prospect’s coverage needs and price sensitivity
  • Automatic follow-ups through the entire sales funnel
  • Integrates with your AMS / CRM so outreach stops the moment a sale is confirmed
  • Detailed reporting on open rates, response, and conversion lift

SETUP & INTEGRATIONS

How it bolts on:

Plug DRIP into your lead sources and CRM. New leads auto-enter multi-channel nurture with timing, content, and routing tailored to your workflows.

Common integrations:
  • CRM/Marketing: Salesforce, HubSpot, InsuredMine, Pipedrive.
  • Lead sources: website forms, marketplaces, Facebook Lead Ads.
  • Email/SMS/voice: connects to your ESP/SMS and ringless vendor.
Synergies with other APPLICA services:
  • Reputation WIZARD™ (post-conversion reviews).
  • CallCOACH™ (mirror scripts to nurture content).
  • Intelligent Win-Back (automatically route cold leads after timeout).

CASE STUDY

RightSure Insurance Group, a large national insurance agency, carried a long tail of past customers who had let coverage lapse and drifted away to competitors. These dormant clients represented significant unrealized lifetime value, but traditional “blast” win-back emails returned only single-digit re-engagement rates and required substantial on-going campaign management efforts.

APPLICA’s Intelligent Win-Back™ solution reversed that trend in just weeks. APPLICA's AI models mined years of policy, claims, and communication history to carve the dormant client list into precise win-back personas. APPLICA's technology produced persona-tuned email, text, and dynamic landing-page content, while fast-follow triggers automatically reacted to opens, clicks, and quote requests. Continual A/B testing promoted the highest-performing subject lines, offers, and call-to-actions, all with RightSure’s branding.

As a result of implementing APPLICA's Intelligent Win-Back™ solution, lapsed-policy reactivation jumped into the double digits, and average premium per reactivated client climbed sharply. By combining granular segmentation, hyper-relevant messaging, and automation technologies, APPLICA's Intelligent Win-Back™ turned yesterday’s lost customers into today's profitable renewals, without requiring any RightSure additional head-count.

read case study >

PRICING

  • Monthly pricing (leads/month) : up to 300: $249/mo | up to 1,000: $579/mo | up to 3,000: $1,199/mo
  • Annual (10% off, billed annually): $2,689/yr | $6,253/yr | $12,949/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $1,195
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if usage exceeds your tier.

Email costs are included.

SMS / ringless voicemail rates are separate.

Turn insurance policy data into smarter coverage recommendations

Demo > Get Started

For insurance agencies, Coverage Coach™ analyzes each client’s policies and household profile, then uses APPLICA’s AI to suggest smart, easy-to-act-on suggestions for optimizing coverage. Your team gets clear talking points for protecting client renewals, while growing account value.

  • Reviews existing policies to identify gaps, underinsurance, and overlaps
  • Highlights opportunities for additional lines (e.g., umbrella, life, valuables)
  • Suggests smarter limits and deductibles based on client risk profile
  • Generates simple, client-friendly talking points for CSRs and producers
  • Feeds insights into your renewal and cross-sell campaigns for consistent follow-through

SETUP & INTEGRATIONS

How it bolts on:

Coverage Coach layers on top of your AMS/CRM and reads existing policy data (no rip-and-replace). It analyzes active policies and produces explainable coverage suggestions your team can review and send.

Common integrations (examples):
  • AMS/CRM: HawkSoft, AMS360, NowCerts, InsuredMine, Salesforce.
  • Email/SMS: your ESP + SMS provider for one-click outreach.
  • Telephony/notes: push insights into call notes or tasks.
Synergies with other APPLICA services:
  • Renewal Wizard™ (prioritize upsell at renewal).
  • Intelligent DRIP (auto-follow-ups on suggested coverages).
  • CallCOACH™ (surface suggestions during live calls).

PRICING

  • Monthly pricing (policies/month): up to 500: $349/mo | up to 1,500: $649/mo | up to 4,000: $1,299/mo
  • Annual (10% off, billed annually): $3,769/yr | $7,009/yr | $14,029/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $1,295
  • Billing: Monthly fees are billed in advance at your selected tier. If usage exceeds your tier, we apply a month-end true-up (tier adjustment or overage, depending on your plan).

Turn happy clients into 5-star reviews and new business

Demo > Get Started

Reputation WIZARD™ identifies your happiest clients and automatically sends personalized review requests at just the right moment. It grows your Google rating, drives more calls and quote requests, and gives your team clear visibility into who is generating the best reputation lift.

  • AI-driven triggers based on positive interactions, call sentiment, and client behavior
  • Personalized email/SMS review requests branded to your agency and (optionally) the CSR
  • Direct links to your Google profile (and other review sites you choose) with no “gating”
  • Dashboards showing review volume, average rating, and performance by location/CSR
  • Integrates with CallCOACH™, Call WIZARD™, and Intelligent Messaging for automated follow-up

SETUP & INTEGRATIONS

How it bolts on:

After a job/visit/interaction closes, APPLICA automatically asks for a review, routes unhappy responses internally, and posts public reviews when positive.

Common integrations:
  • Review sites: Google Business Profiles, Facebook, niche verticals.
  • CRM/Helpdesk: pipe detractors to tickets.
  • Email/SMS: your existing senders.
Synergies with other APPLICA services:
  • DRIP (reviewers enter referral or loyalty sequences).
  • Social Automation (share selected reviews).
  • Win-Back (thank and re-invite inactive promoters).

PRICING

  • Monthly pricing (active contacts): up to 3,000: $129/mo | up to 10,000: $199/mo | up to 30,000: $299/mo
  • Annual (10% off, billed annually): $1,393/yr | $2,149/yr | $3,229/yr
  • Includes up to 3 locations (custom quote if more needed).
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $395
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if contact volume exceeds your tier.

Includes up to 3 locations. Custom quote if more needed.

Look active online without adding to-do’s

Demo > Get Started

Intelligent Social Media Automation keeps your agency visible and relevant on social platforms, using targeted posts driven intelligently by AI.

  • Done-for-you social posts tailored to your brand and audience
  • Content aligned with seasonal risks, local events, and key campaigns
  • Optional coordination with email and SMS for consistent cross-channel messaging
  • Automatically respects posting schedules and frequency caps you define
  • Performance insights to see what attracts engagement and leads

SETUP & INTEGRATIONS

How it bolts on:

Connect your Facebook/Instagram/LinkedIn pages; APPLICA schedules branded posts and pulls engagement stats—no new social platform to learn.

Common integrations:
  • Social APIs: Meta/LinkedIn.
  • Link tracking: your analytics/UTM structure.
  • Asset hosting/CDN: plug into your existing storage.
Synergies with other APPLICA services:
  • Reputation WIZARD™ (cross-promote high-rating reviews).
  • DRIP & eNewsletters (tease content that leads to capture).
  • Win-Back (retarget site visitors from campaigns).

TESTIMONIAL

Managing social media used to be a time-consuming headache. With APPLICA’s AI-powered social media automation, our agency’s digital presence has dramatically increased. Plus, our engagement rates have increased significantly, and we’re seeing more leads inquire about specialty insurance products.

ShaunMonet Kunkel

Vice President - Finance

RIGHTSURE Insurance Group

PRICING

  • Initial Setup Fee: $90 (one-time)
  • $96 monthly or $960 annual (saves $192 per year)
Demo > Get Started Get Started
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Always-on retention and cross-sell engine

Demo > Get Started

The Intelli-Touch™ Suite is APPLICA’s flagship AI engagement platform for your existing clients. It combines interactive eNewsletters, a Digital Diary, appliance recall alerts, and AI-powered offers that keep you relevant between renewals.

  • Interactive eNewsletters that adapt to each client’s interests and behaviors
  • Digital Diary that helps clients track key home and auto details in one place
  • Automatic recall alerts and safety notices that position you as a trusted advisor
  • AI-driven cross-sell and upsell suggestions tied to real coverage gaps
  • Seamless integration with your agency systems so no manual lists or imports

SETUP & INTEGRATIONS

How it bolts on:

A bundle: eNewsletters + Messaging + micro-playbooks. Uses your AMS/CRM and channels; APPLICA provides the orchestration and creative logic.

Common integrations:
  • Data: AMS/CRM + review/social platforms.
  • Channels: ESP, SMS, ringless, postcards optional.
  • Reports: dashboards that pull from your analytics.
Synergies with other APPLICA services:
  • Coverage Coach™ / Renewal Wizard™ (auto-insert insights into journeys).
  • Call tools (feed conversations into lifecycle automations).

PRICING

  • Initial Setup Fee: $249 (one-time)
  • $290 monthly or $2900 annual (saves $192 per year)

Reduce insurance shopping, protect renewals, grow account value

Demo > Get Started

For insurance agencies, Renewal Wizard™ is your AI-powered renewal playbook. It identifies which clients are most at risk of shopping, then orchestrates timely, personalized outreach so your team can stabilize renewals and uncover smart upsell opportunities.

  • Predictive scoring to flag “at risk” renewals before they shop
  • Timed email/SMS sequences starting 30–60 days before renewal
  • Messaging tuned to each client’s coverage gaps, discounts, and loyalty story
  • Clear to-do queues for CSRs and producers so the right person reaches out
  • Reporting on save rates, upsell impact, and carrier-level retention trends

SETUP & INTEGRATIONS

How it bolts on:

Renewal Wizard ingests your renewal calendar and account history, then scores each account for churn risk and upsell potential—feeding queues to your team and your automations.

Common integrations:
  • AMS/CRM: HawkSoft, AMS360, NowCerts, InsuredMine.
  • Tasking: pipeline/CRM tasks and agent queues.
  • Email/SMS: send renewal nudges programmatically.
Synergies with other APPLICA services:
  • Coverage Coach™ (attach specific coverage suggestions to at-risk renewals).
  • Interactive eNewsletters (educational content tied to renewal stage).
  • Call WIZARD™ (caller-ready renewal brief and next best actions).

PRICING

  • Monthly pricing (renewals/month): up to 500: $495/mo | up to 1,500: $749/mo | up to 4,000: $1,499/mo
  • Annual (10% off, billed annually): $5,346/yr | $8,089/yr | $16,189/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $1,495
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if renewal volume exceeds your tier.

Trigger the right message at the right moment

Demo > Get Started

Intelligent Messaging watches for key policy and life events, then automatically sends targeted email and SMS campaigns. You never miss a customer event window, cross-sell opportunity, birthday, or business change.

  • Automated outreach for renewals, upsells, birthdays, and business changes
  • Content tailored to each client’s situation, discounts, and household profile
  • Smart pacing that avoids over-communicating or conflicting messages
  • Integration with your AMS to track responses and update records
  • Simple rules-based controls so you stay compliant with your communication policies

SETUP & INTEGRATIONS

How it bolts on:

Event-driven email/SMS flows (renewals, birthdays, service due, business changes) trigger from your source systems. You keep your ESP/SMS number; APPLICA orchestrates logic and content.

Common integrations:
  • Data sources: AMS/CRM, scheduling, POS.
  • Channels: email, ESP, SMS, ringless voicemail.
  • Suppression: honor global opt-outs and quiet hours.
Synergies with other APPLICA services:
  • DRIP, Renewal Wizard™, Coverage Coach™ (all feed events).
  • Interactive eNewsletters (monthly anchor with dynamic inserts).
  • CallCOACH™ (align scripting with campaigns).

TESTIMONIAL

Since implementing APPLICA’s Intelligent Client Messaging, we’ve seen a huge improvement in client engagement. Clients now receive personalized reminders at just the right moments, like for renewals, policy changes, and service anniversaries. Client retention has surged, and our engagement metrics ‐ like open rates and response rates ‐ are higher than ever.

Cynthia Pereira

Director - Policy Services

RIGHTSURE Insurance Group

PRICING

  • Monthly pricing (clients): up to 5,000: $295/mo | up to 15,000: $695/mo | up to 50,000: $1,650/ mo
  • Annual (10% off, billed annually): $3,186/yr | $7,506/yr | $17,820/yr
  • Notes: Email costs included. SMS, ringless voicemail, postcards, and USPS rates are separate.
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $1,395
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if client volume exceeds your tier.

Email costs are included.

SMS / ringless voicemail / postcard / USPS rates are separate.

Stay top-of-mind with actual value, not noise

Demo > Get Started

Our monthly interactive eNewsletters turn “just checking in” touches into helpful, personalized content your clients actually want to open. You stay in front of them with timely tips, reminders, and offers linked to their policies and lifestyle.

  • AI-tailored topics based on each client’s profile and local conditions
  • Clickable content that educates on coverages, discounts, and risk prevention
  • Built-in calls-to-action that drive reviews, referrals, and upsells
  • Fully done-for-you production, branding, and sending
  • Performance analytics you can slice by line, carrier, and segment

SETUP & INTEGRATIONS

How it bolts on:

APPLICA generates a branded, clickable newsletter personalized by segment (policy, lifecycle, interests). Delivers via your ESP; engagement updates your CRM.

Common integrations:
  • ESP: your existing platform.
  • CRM/AMS: write opens/clicks to the contact record.
  • Web analytics: UTM tagging; on-site personalization.
Synergies with other APPLICA services:
  • DRIP (newsletter clickers enter targeted sequences).
  • Win-Back (lapsed readers get tailored “return” journeys).
  • Policy PLUS™ (deep links to self-service portal).

TESTIMONIAL

APPLICA’s AI-powered eNewsletters have been a game-changer for our agency. Instead of sending generic updates, we now provide clients with highly personalized reminders & tips to help them take care of their home, auto, health & wellness, and more. Not only has this increased client engagement, but it has also boosted our upsell conversion rates!

Felicia Garcia

Executive Vice President

RIGHTSURE Insurance Group

PRICING

  • Initial Setup Fee: $249 (one-time)
  • $295 monthly or $2950 annual (saves $590 per year)

Client self-service that strengthens insurance relationships

Demo > Get Started

For insurance agencies Policy PLUS™ is a client portal built for modern independent agencies. It combines the full Intelli-Touch Suite experience with secure self-service policy access so clients can help themselves while still feeling supported by your team.

  • 24/7 access to ID cards, policy details, and key documents
  • Integrated Intelli-Touch content, reminders, and offers inside the same portal
  • Mobile-friendly experience branded to your agency
  • Reduces routine service calls while improving satisfaction and retention
  • Built to sit alongside your existing management system, not replace it

SETUP & INTEGRATIONS

How it bolts on:

A branded portal that exposes policy, billing, ID cards, and requests—fed from your AMS/CRM and carrier links.

Common integrations:
  • AMS/CRM: policy data, endorsements, tickets.
  • Carriers: payment and claims links.
  • Identity: SSO with your IAM or SSO vendor.
Synergies with other APPLICA services:
  • eNewsletters/Messaging (drive traffic to self-service).
  • Renewal Wizard™ (in-portal renewal actions).
  • Call WIZARD™ (portal activity visible to reps).

PRICING

  • Customized to your data, branding, and system integrations.
  • Complimentary assessment to map scope and confirm your pricing.
  • Flexible rollout: start at a lower volume tier and scale anytime.

Always-on retention and cross-sell engine

Demo > Get Started

The Intelli-Touch™ Suite is APPLICA’s flagship AI engagement platform for your existing clients. It combines interactive eNewsletters, a Digital Diary, appliance recall alerts, and AI-powered offers that keep you relevant between renewals.

  • Interactive eNewsletters that adapt to each client’s interests and behaviors
  • Digital Diary that helps clients track key home and auto details in one place
  • Automatic recall alerts and safety notices that position you as a trusted advisor
  • AI-driven cross-sell and upsell suggestions tied to real coverage gaps
  • Seamless integration with your agency systems so no manual lists or imports

SETUP & INTEGRATIONS

How it bolts on:

A bundle: eNewsletters + Messaging + micro-playbooks. Uses your AMS/CRM and channels; APPLICA provides the orchestration and creative logic.

Common integrations:
  • Data: AMS/CRM + review/social platforms.
  • Channels: ESP, SMS, ringless, postcards optional.
  • Reports: dashboards that pull from your analytics.
Synergies with other APPLICA services:
  • Coverage Coach™ / Renewal Wizard™ (auto-insert insights into journeys).
  • Call tools (feed conversations into lifecycle automations).

PRICING

  • Initial Setup Fee: $249 (one-time)
  • $290 monthly or $2900 annual (saves $192 per year)

Reduce insurance shopping, protect renewals, grow account value

Demo > Get Started

For insurance agencies, Renewal Wizard™ is your AI-powered renewal playbook. It identifies which clients are most at risk of shopping, then orchestrates timely, personalized outreach so your team can stabilize renewals and uncover smart upsell opportunities.

  • Predictive scoring to flag “at risk” renewals before they shop
  • Timed email/SMS sequences starting 30–60 days before renewal
  • Messaging tuned to each client’s coverage gaps, discounts, and loyalty story
  • Clear to-do queues for CSRs and producers so the right person reaches out
  • Reporting on save rates, upsell impact, and carrier-level retention trends

SETUP & INTEGRATIONS

How it bolts on:

Renewal Wizard ingests your renewal calendar and account history, then scores each account for churn risk and upsell potential—feeding queues to your team and your automations.

Common integrations:
  • AMS/CRM: HawkSoft, AMS360, NowCerts, InsuredMine.
  • Tasking: pipeline/CRM tasks and agent queues.
  • Email/SMS: send renewal nudges programmatically.
Synergies with other APPLICA services:
  • Coverage Coach™ (attach specific coverage suggestions to at-risk renewals).
  • Interactive eNewsletters (educational content tied to renewal stage).
  • Call WIZARD™ (caller-ready renewal brief and next best actions).

PRICING

  • Monthly pricing (renewals/month): up to 500: $495/mo | up to 1,500: $749/mo | up to 4,000: $1,499/mo
  • Annual (10% off, billed annually): $5,346/yr | $8,089/yr | $16,189/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $1,495
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if renewal volume exceeds your tier.

Trigger the right message at the right moment

Demo > Get Started

Intelligent Messaging watches for key policy and life events, then automatically sends targeted email and SMS campaigns. You never miss a customer event window, cross-sell opportunity, birthday, or business change.

  • Automated outreach for renewals, upsells, birthdays, and business changes
  • Content tailored to each client’s situation, discounts, and household profile
  • Smart pacing that avoids over-communicating or conflicting messages
  • Integration with your AMS to track responses and update records
  • Simple rules-based controls so you stay compliant with your communication policies

SETUP & INTEGRATIONS

How it bolts on:

Event-driven email/SMS flows (renewals, birthdays, service due, business changes) trigger from your source systems. You keep your ESP/SMS number; APPLICA orchestrates logic and content.

Common integrations:
  • Data sources: AMS/CRM, scheduling, POS.
  • Channels: email, ESP, SMS, ringless voicemail.
  • Suppression: honor global opt-outs and quiet hours.
Synergies with other APPLICA services:
  • DRIP, Renewal Wizard™, Coverage Coach™ (all feed events).
  • Interactive eNewsletters (monthly anchor with dynamic inserts).
  • CallCOACH™ (align scripting with campaigns).

TESTIMONIAL

Since implementing APPLICA’s Intelligent Client Messaging, we’ve seen a huge improvement in client engagement. Clients now receive personalized reminders at just the right moments, like for renewals, policy changes, and service anniversaries. Client retention has surged, and our engagement metrics ‐ like open rates and response rates ‐ are higher than ever.

Cynthia Pereira

Director - Policy Services

RIGHTSURE Insurance Group

PRICING

  • Monthly pricing (clients): up to 5,000: $295/mo | up to 15,000: $695/mo | up to 50,000: $1,650/ mo
  • Annual (10% off, billed annually): $3,186/yr | $7,506/yr | $17,820/yr
  • Notes: Email costs included. SMS, ringless voicemail, postcards, and USPS rates are separate.
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $1,395
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if client volume exceeds your tier.

Email costs are included.

SMS / ringless voicemail / postcard / USPS rates are separate.

Stay top-of-mind with actual value, not noise

Demo > Get Started

Our monthly interactive eNewsletters turn “just checking in” touches into helpful, personalized content your clients actually want to open. You stay in front of them with timely tips, reminders, and offers linked to their policies and lifestyle.

  • AI-tailored topics based on each client’s profile and local conditions
  • Clickable content that educates on coverages, discounts, and risk prevention
  • Built-in calls-to-action that drive reviews, referrals, and upsells
  • Fully done-for-you production, branding, and sending
  • Performance analytics you can slice by line, carrier, and segment

SETUP & INTEGRATIONS

How it bolts on:

APPLICA generates a branded, clickable newsletter personalized by segment (policy, lifecycle, interests). Delivers via your ESP; engagement updates your CRM.

Common integrations:
  • ESP: your existing platform.
  • CRM/AMS: write opens/clicks to the contact record.
  • Web analytics: UTM tagging; on-site personalization.
Synergies with other APPLICA services:
  • DRIP (newsletter clickers enter targeted sequences).
  • Win-Back (lapsed readers get tailored “return” journeys).
  • Policy PLUS™ (deep links to self-service portal).

TESTIMONIAL

APPLICA’s AI-powered eNewsletters have been a game-changer for our agency. Instead of sending generic updates, we now provide clients with highly personalized reminders & tips to help them take care of their home, auto, health & wellness, and more. Not only has this increased client engagement, but it has also boosted our upsell conversion rates!

Felicia Garcia

Executive Vice President

RIGHTSURE Insurance Group

PRICING

  • Initial Setup Fee: $249 (one-time)
  • $295 monthly or $2950 annual (saves $590 per year)

Client self-service that strengthens insurance relationships

Demo > Get Started

For insurance agencies Policy PLUS™ is a client portal built for modern independent agencies. It combines the full Intelli-Touch Suite experience with secure self-service policy access so clients can help themselves while still feeling supported by your team.

  • 24/7 access to ID cards, policy details, and key documents
  • Integrated Intelli-Touch content, reminders, and offers inside the same portal
  • Mobile-friendly experience branded to your agency
  • Reduces routine service calls while improving satisfaction and retention
  • Built to sit alongside your existing management system, not replace it

SETUP & INTEGRATIONS

How it bolts on:

A branded portal that exposes policy, billing, ID cards, and requests—fed from your AMS/CRM and carrier links.

Common integrations:
  • AMS/CRM: policy data, endorsements, tickets.
  • Carriers: payment and claims links.
  • Identity: SSO with your IAM or SSO vendor.
Synergies with other APPLICA services:
  • eNewsletters/Messaging (drive traffic to self-service).
  • Renewal Wizard™ (in-portal renewal actions).
  • Call WIZARD™ (portal activity visible to reps).

PRICING

  • Customized to your data, branding, and system integrations.
  • Complimentary assessment to map scope and confirm your pricing.
  • Flexible rollout: start at a lower volume tier and scale anytime.
Demo > Get Started
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Re-engage past clients with precision, not guesswork

Demo > Get Started

Intelligent Win-Back uses predictive analytics and AI to identify which past clients are most likely to return. It then nurtures them with highly targeted email, SMS, ringless voicemail, and postcard sequences.

  • Scores past clients by likelihood to return and potential premium
  • Tailored messaging by discount persona, USP persona, and loss history
  • Orchestrated multi-channel campaigns across email, SMS, voicemail, and print
  • Clear reporting on responses, quotes, and recovered premium
  • Runs quietly in the background so your producers stay focused on hot opportunities

SETUP & INTEGRATIONS

How it bolts on:

APPLICA scores your lapsed or dormant contacts and orchestrates respectful, multi-channel re-engagement—email, SMS, postcards, or light calls—without duplicating your CRM.

Common integrations:
  • CRM/AMS/POS: to read history and write outcomes.
  • Email/SMS/ringless/postcards: use your existing providers.
  • Attribution: UTM/campaign IDs back to your analytics.
Synergies with other APPLICA services:
  • Messaging & eNewsletters (maintain momentum after the “win back”).
  • Call WIZARD™ (brief your rep when a win-back contact calls).
  • Reputation WIZARD™ (invite a review after return).

CASE STUDY

RightSure Insurance Group, a large national insurance agency, carried a long tail of past customers who had let coverage lapse and drifted away to competitors. These dormant clients represented significant unrealized lifetime value, but traditional “blast” win-back emails returned only single-digit re-engagement rates and required substantial on-going campaign management efforts.

APPLICA’s Intelligent Win-Back™ solution reversed that trend in just weeks. APPLICA's AI models mined years of policy, claims, and communication history to carve the dormant client list into precise win-back personas. APPLICA's technology produced persona-tuned email, text, and dynamic landing-page content, while fast-follow triggers automatically reacted to opens, clicks, and quote requests. Continual A/B testing promoted the highest-performing subject lines, offers, and call-to-actions, all with RightSure’s branding.

As a result of implementing APPLICA's Intelligent Win-Back™ solution, lapsed-policy reactivation jumped into the double digits, and average premium per reactivated client climbed sharply. By combining granular segmentation, hyper-relevant messaging, and automation technologies, APPLICA's Intelligent Win-Back™ turned yesterday’s lost customers into today's profitable renewals, without requiring any RightSure additional head-count.

read case study >

PRICING

  • Monthly pricing (clients): up to 2,000: $399/mo | up to 6,000: $899/mo | up to 20,000: $1,999/mo
  • Annual (10% off, billed annually): $4,309/yr | $9,709/yr | $21,589/yr
  • Notes: Email costs included. SMS, ringless voicemail, postcards, and USPS rates are separate.
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $1,795
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if client volume exceeds your tier.

Email costs are included.

SMS / ringless voicemail / postcard / USPS rates are separate.

Re-engage past clients with precision, not guesswork

Demo > Get Started

Intelligent Win-Back uses predictive analytics and AI to identify which past clients are most likely to return. It then nurtures them with highly targeted email, SMS, ringless voicemail, and postcard sequences.

  • Scores past clients by likelihood to return and potential premium
  • Tailored messaging by discount persona, USP persona, and loss history
  • Orchestrated multi-channel campaigns across email, SMS, voicemail, and print
  • Clear reporting on responses, quotes, and recovered premium
  • Runs quietly in the background so your producers stay focused on hot opportunities

SETUP & INTEGRATIONS

How it bolts on:

APPLICA scores your lapsed or dormant contacts and orchestrates respectful, multi-channel re-engagement—email, SMS, postcards, or light calls—without duplicating your CRM.

Common integrations:
  • CRM/AMS/POS: to read history and write outcomes.
  • Email/SMS/ringless/postcards: use your existing providers.
  • Attribution: UTM/campaign IDs back to your analytics.
Synergies with other APPLICA services:
  • Messaging & eNewsletters (maintain momentum after the “win back”).
  • Call WIZARD™ (brief your rep when a win-back contact calls).
  • Reputation WIZARD™ (invite a review after return).

CASE STUDY

RightSure Insurance Group, a large national insurance agency, carried a long tail of past customers who had let coverage lapse and drifted away to competitors. These dormant clients represented significant unrealized lifetime value, but traditional “blast” win-back emails returned only single-digit re-engagement rates and required substantial on-going campaign management efforts.

APPLICA’s Intelligent Win-Back™ solution reversed that trend in just weeks. APPLICA's AI models mined years of policy, claims, and communication history to carve the dormant client list into precise win-back personas. APPLICA's technology produced persona-tuned email, text, and dynamic landing-page content, while fast-follow triggers automatically reacted to opens, clicks, and quote requests. Continual A/B testing promoted the highest-performing subject lines, offers, and call-to-actions, all with RightSure’s branding.

As a result of implementing APPLICA's Intelligent Win-Back™ solution, lapsed-policy reactivation jumped into the double digits, and average premium per reactivated client climbed sharply. By combining granular segmentation, hyper-relevant messaging, and automation technologies, APPLICA's Intelligent Win-Back™ turned yesterday’s lost customers into today's profitable renewals, without requiring any RightSure additional head-count.

read case study >

PRICING

  • Monthly pricing (clients): up to 2,000: $399/mo | up to 6,000: $899/mo | up to 20,000: $1,999/mo
  • Annual (10% off, billed annually): $4,309/yr | $9,709/yr | $21,589/yr
  • Notes: Email costs included. SMS, ringless voicemail, postcards, and USPS rates are separate.
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $1,795
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if client volume exceeds your tier.

Email costs are included.

SMS / ringless voicemail / postcard / USPS rates are separate.

Demo > Get Started
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Instant client intelligence on every inbound call

Demo > Get Started

CallCLIPS™ turns your phone system into a smart console. When a client calls, your team instantly sees who they are, how they feel about you, and what opportunities or risks you should know about.

  • Screen pops with policy, renewal status, and recent interactions
  • Flags for high-risk renewals, cross-sell opportunities, and service issues
  • Quick notes on past conversations and personal details that build rapport
  • Works with your existing phone and agency systems
  • Reduces handle time while improving call quality and outcomes

SETUP & INTEGRATIONS

How it bolts on:

Caller intelligence pops on the rep’s screen as the phone rings—recent tickets, policies, spend, sentiment—pulled from your systems, not stored in a new database.

Common integrations:
  • Telephony: softphone/dialer or PBX event hook.
  • CRM/AMS/Helpdesk: Salesforce, HubSpot, AMS360, HawkSoft, Zendesk, etc.
  • Notes/tasks: write outcomes back to your system of record.
Synergies with other APPLICA services:
  • Call WIZARD™ (live prompts + transcript).
  • CallCOACH™ (coaching informed by on-screen context).
  • DRIP/Win-Back (trigger journeys based on call reason/outcome).

TESTIMONIAL

With APPLICA’s Client Intelligence Screen Pops, our CSRs now have instant access to critical client information the moment a call comes in. They can see prior interactions, sentiment analysis, and policy details . . . helping them deliver faster, more personalized service. This has directly led to increased policy renewals and higher client satisfaction scores.

Juliette Burke

Vice President

RIGHTSURE Insurance Group

PRICING

  • Monthly pricing (pops/month): up to 500: $49/mo | up to 1,500: $139/mo | up to 5,000: $349/mo
  • Annual (10% off, billed annually): $529/yr | $1,501/yr | $3,769/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $295
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if pop volume exceeds your tier.

Real-time assist and effortless call documentation

Demo > Get Started

Call WIZARD™ provides live transcription and on-call assistance for your CSRs, then auto-generates clean summaries for the management system. Your team can focus on the client instead of note-taking.

  • Live call transcription to support listening and accuracy
  • Real-time prompts with coverage suggestions, next best actions, and compliance cues
  • Automatic call summaries that capture key decisions and follow-ups
  • Structured notes pushed into your CRM / AMS with minimal manual editing
  • Reduces after-call work and helps standardize service quality

SETUP & INTEGRATIONS

How it bolts on:

Real-time transcription and agent assist run alongside your current phone system and CRM screen. Prompts, checklists, and summaries appear automatically—no new dialer required.

Common integrations:
  • Telephony: Twilio/Zultys/others via media streams.
  • CRM/AMS: write summaries, tasks, and dispositions; auto-create follow-ups.
  • Knowledge base: connect your FAQs/policies for instant answers.
Synergies with other APPLICA services:
  • Renewal Wizard™ / Coverage Coach™ (show next-best actions in-call).
  • CallCOACH™ (coach on adherence and empathy).
  • Intelligent Messagings (fire post-call sequences).

PRICING

  • Monthly pricing (calls/month): up to 500: $695/mo | up to 1,500: $1,695/mo | up to 5,000: $3,995/mo
  • Annual (10% off, billed annually): $7,506/yr | $18,306/yr | $43,146/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $3,395
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if call volume exceeds your tier.

AI coaching that lifts call quality and empathy

Demo > Get Started

CallCOACH™ listens to recorded calls, scores them for sentiment and empathy, and gives your CSRs pinpoint coaching tips. Managers get real insight without having to manually review every interaction.

  • Automated sentiment and empathy scoring for every call
  • Call-level feedback on tone, listening, and problem resolution
  • Library of coaching tips tailored to common service and sales scenarios
  • Dashboards that highlight patterns by CSR, team, and call type
  • Helps you build a culture of continuous improvement without adding supervisors

SETUP & INTEGRATIONS

How it bolts on:

Live and post-call coaching layered on your current phone system. APPLICA ingests call audio/transcripts, analyzes sentiment and behaviors, and returns scorecards and tips.

Common integrations:
  • Telephony/contact center: Twilio, Zultys, Five9, RingCentral (via recording API/stream).
  • CRM/AMS: attach summaries and coaching notes to contact/opportunity.
  • BI: push KPIs to your dashboards.
Synergies with other APPLICA services:
  • Call WIZARD™ (pair real-time assist with coaching).
  • CallCLIPS™ (screen-pop intel + coaching cues).
  • DRIP (auto-trigger follow-ups from call outcomes).

TESTIMONIAL

Our customer service reps have improved markedly since we implemented APPLICA’s Intelligent Call Coaching. APPLICA’s AI-driven sentiment analysis helps us identify areas for improvement, and the real-time coaching has clearly led to faster resolutions and happier clients.

Diana Prado

Operations Support

RIGHTSURE Insurance Group

PRICING

  • Monthly pricing (calls/month): up to 500: $179/mo | up to 1,500: $499/mo | up to 5,000: $1,499/mo
  • Annual (10% off, billed annually): $1,933/yr | $5,389/yr | $16,189/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $995
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if call volume exceeds your tier.

Instant client intelligence on every inbound call

Demo > Get Started

CallCLIPS™ turns your phone system into a smart console. When a client calls, your team instantly sees who they are, how they feel about you, and what opportunities or risks you should know about.

  • Screen pops with policy, renewal status, and recent interactions
  • Flags for high-risk renewals, cross-sell opportunities, and service issues
  • Quick notes on past conversations and personal details that build rapport
  • Works with your existing phone and agency systems
  • Reduces handle time while improving call quality and outcomes

SETUP & INTEGRATIONS

How it bolts on:

Caller intelligence pops on the rep’s screen as the phone rings—recent tickets, policies, spend, sentiment—pulled from your systems, not stored in a new database.

Common integrations:
  • Telephony: softphone/dialer or PBX event hook.
  • CRM/AMS/Helpdesk: Salesforce, HubSpot, AMS360, HawkSoft, Zendesk, etc.
  • Notes/tasks: write outcomes back to your system of record.
Synergies with other APPLICA services:
  • Call WIZARD™ (live prompts + transcript).
  • CallCOACH™ (coaching informed by on-screen context).
  • DRIP/Win-Back (trigger journeys based on call reason/outcome).

TESTIMONIAL

With APPLICA’s Client Intelligence Screen Pops, our CSRs now have instant access to critical client information the moment a call comes in. They can see prior interactions, sentiment analysis, and policy details . . . helping them deliver faster, more personalized service. This has directly led to increased policy renewals and higher client satisfaction scores.

Juliette Burke

Vice President

RIGHTSURE Insurance Group

PRICING

  • Monthly pricing (pops/month): up to 500: $49/mo | up to 1,500: $139/mo | up to 5,000: $349/mo
  • Annual (10% off, billed annually): $529/yr | $1,501/yr | $3,769/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $295
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if pop volume exceeds your tier.

Real-time assist and effortless call documentation

Demo > Get Started

Call WIZARD™ provides live transcription and on-call assistance for your CSRs, then auto-generates clean summaries for the management system. Your team can focus on the client instead of note-taking.

  • Live call transcription to support listening and accuracy
  • Real-time prompts with coverage suggestions, next best actions, and compliance cues
  • Automatic call summaries that capture key decisions and follow-ups
  • Structured notes pushed into your CRM / AMS with minimal manual editing
  • Reduces after-call work and helps standardize service quality

SETUP & INTEGRATIONS

How it bolts on:

Real-time transcription and agent assist run alongside your current phone system and CRM screen. Prompts, checklists, and summaries appear automatically—no new dialer required.

Common integrations:
  • Telephony: Twilio/Zultys/others via media streams.
  • CRM/AMS: write summaries, tasks, and dispositions; auto-create follow-ups.
  • Knowledge base: connect your FAQs/policies for instant answers.
Synergies with other APPLICA services:
  • Renewal Wizard™ / Coverage Coach™ (show next-best actions in-call).
  • CallCOACH™ (coach on adherence and empathy).
  • Intelligent Messagings (fire post-call sequences).

PRICING

  • Monthly pricing (calls/month): up to 500: $695/mo | up to 1,500: $1,695/mo | up to 5,000: $3,995/mo
  • Annual (10% off, billed annually): $7,506/yr | $18,306/yr | $43,146/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $3,395
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if call volume exceeds your tier.

AI coaching that lifts call quality and empathy

Demo > Get Started

CallCOACH™ listens to recorded calls, scores them for sentiment and empathy, and gives your CSRs pinpoint coaching tips. Managers get real insight without having to manually review every interaction.

  • Automated sentiment and empathy scoring for every call
  • Call-level feedback on tone, listening, and problem resolution
  • Library of coaching tips tailored to common service and sales scenarios
  • Dashboards that highlight patterns by CSR, team, and call type
  • Helps you build a culture of continuous improvement without adding supervisors

SETUP & INTEGRATIONS

How it bolts on:

Live and post-call coaching layered on your current phone system. APPLICA ingests call audio/transcripts, analyzes sentiment and behaviors, and returns scorecards and tips.

Common integrations:
  • Telephony/contact center: Twilio, Zultys, Five9, RingCentral (via recording API/stream).
  • CRM/AMS: attach summaries and coaching notes to contact/opportunity.
  • BI: push KPIs to your dashboards.
Synergies with other APPLICA services:
  • Call WIZARD™ (pair real-time assist with coaching).
  • CallCLIPS™ (screen-pop intel + coaching cues).
  • DRIP (auto-trigger follow-ups from call outcomes).

TESTIMONIAL

Our customer service reps have improved markedly since we implemented APPLICA’s Intelligent Call Coaching. APPLICA’s AI-driven sentiment analysis helps us identify areas for improvement, and the real-time coaching has clearly led to faster resolutions and happier clients.

Diana Prado

Operations Support

RIGHTSURE Insurance Group

PRICING

  • Monthly pricing (calls/month): up to 500: $179/mo | up to 1,500: $499/mo | up to 5,000: $1,499/mo
  • Annual (10% off, billed annually): $1,933/yr | $5,389/yr | $16,189/yr
  • Monthly or annual fees begin only after setup is complete and the service is live.
  • Implementation & Launch Fee (one-time): $995
  • Billing: Monthly fees are billed in advance at your selected tier, with month-end true-ups if call volume exceeds your tier.
Demo > Get Started
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APPLICA has completely transformed the way we engage with our clients. Their AI-powered automation has helped us increase retention, drive cross-sells, and reduce manual work across multiple departments. APPLICA’s AI technology has given us a major advantage in today’s competitive market!

— Jeff Arnold

Founder of RIGHTSURE, North America’s most awarded insurance firm

RIGHTSURE Insurance Group

Demos > Get Started