For insurance agencies · Phoenix, AZ
Quote, follow up,bind. Automatically.
Desert Dune AI builds automations for independent agencies: every open quote followed up, renewals handled before they become a scramble, and a simple view of what's out, bound and coming up.
Where the time and money leak.
Quotes die in the inbox
You send options, the prospect goes quiet, and a busy week means nobody follows up.
Renewals sneak up
Remarkets and renewal conversations start too late, and retention takes the hit.
Cross-sell never happens
Every auto client is a home, umbrella or life conversation waiting to happen, if anyone had time.
Simple tools that run in the background.
Pick one to start. Each one is built around how your business already works.
Quote follow-up
A personal follow-up sequence on every open quote until it binds or the prospect says no.
Renewal reminders
Check-ins at 60, 30 and 7 days with a personal note, plus a task for your team when a call is needed.
Cross-sell touches
Simple, well-timed "do you also need…" messages to the clients most likely to say yes.
Book dashboard
Quotes out, bound this month, renewals coming and retention on one screen.
Works alongside your agency management system, comparative rater, Outlook/Gmail and your website quote form.
Built inside a real business first.
Cameron built the CRM and AI intake system a commercial lending team runs on every day. Requests come in by email, the important details are pulled out and summarized, and the pipeline updates itself. Desert Dune AI brings that same approach to your business.
Find your first workflow to fixSimple from first call to launch.
Free consult
30 minutes on how you work today. We find the one workflow worth fixing first.
Fixed quote
A clear plan and a fixed price before anything starts. No hourly surprises.
Build
Short sprints with updates you can actually see.
Launch & support
One training session, then it runs. Text us if anything breaks.
Good to know.
Does this touch our AMS data?
Only what you approve. We usually start with your quote form and email, then connect more once you're comfortable.
Is it compliant?
Messages stay informational and get your sign-off. Nothing binds coverage or gives advice automatically.
We're a two-person agency. Worth it?
Small agencies feel the time savings most. We start with quote follow-up, which usually pays for itself first.
What does it cost?
The consult is free. After it you get a fixed quote for exactly what we talked about, so you know the price before anything starts.
Also see: Contractors & home services · Real estate & property management · Med spas & salons · Dental practices · Gyms & fitness studios