A client newsletter that sends itself. Policies written up 15% after launch.

An insurance agency wanted to stay in front of clients every month without losing hours to writing, and without risking a non-compliant line. Now an issue with compliance rules built in goes out automatically every month. Policies written rose 15% after launch (client-reported).

+15%policies written after launch (client-reported)

Every monthgoes out automatically, on a set date

5topic areas in a vetted knowledge base

Every draftcarries the disclaimer and "educational only" rules

The situation

The agency serves families from their mid-40s to retirement. A monthly newsletter keeps it in touch between policy reviews. But a careful issue took hours to research and write, so it went out some months and not others. And in insurance, one wrong line is a compliance problem.

What we built

A vetted knowledge base. Taxes, retirement, long-term care, life insurance and estate planning, with topics rotated each month.
AI drafts in the agency's voice. Calm, advisory, respectful.
Compliance in every draft. Educational only, no guarantees, the disclaimer, a soft call to action.
On autopilot. Drafted and emailed on a set date, every month.

The result

Policies written up 15% after the newsletter launched (client-reported)
The agency stays in regular, helpful contact with every client, without writing each issue by hand