Most independent agencies sit on years of policy, claims, and customer data. But it lives in disconnected systems, and nobody has time to mine it. We turn your existing data into retention plays, upsell opportunities, and automated workflows.
Your AMS holds every policy, every renewal date, every claims history, every coverage limit. But most agencies only use it to look up information when a customer calls in.
Meanwhile, renewals slip through cracks. Upsell opportunities go unnoticed. At-risk customers leave without a single proactive touchpoint. And producers spend hours on manual follow-ups that could be automated.
The data to prevent all of this already exists in your systems. The problem isn't collection. It's activation.
Retaining an existing customer costs 5-7x less than acquiring a new one. For an agency losing 16% of customers annually at $300-700 per acquisition, even a 3-point improvement in retention saves tens of thousands per year and compounds every year after.
We connect to the systems you already use and surface the insights your team needs to retain, grow, and serve your book of business.
Know which renewals are at risk before they lapse. We flag customers with no recent touchpoints, rising premiums, or coverage gaps that signal flight risk.
Customers who added a vehicle but have no umbrella policy. Homeowners with outdated coverage limits. We surface the revenue your team is walking past every day.
See every upcoming renewal in one view, with risk scores and recommended actions. No more spreadsheets, no more surprises at month-end.
Trigger emails, tasks, and follow-ups based on policy events. Birthday reminders, renewal check-ins, claims follow-ups, all running without manual effort.
Understand your agency's health at a glance: retention by line, revenue concentration, producer performance, and growth trends over time.
Automatically identify customers with outdated limits, missing endorsements, or policies that no longer match their risk profile. Protect your E&O and your customers.
We learn how your agency operates: which AMS you use, how your producers manage renewals, and where the biggest time sinks are today.
We plug into your AMS, whether that's Applied Epic, AMS360, HawkSoft, or others. Read-only access. No changes to your existing workflows.
We scan your book of business to find at-risk renewals, upsell opportunities, coverage gaps, and workflow bottlenecks that are costing you revenue.
You get a dashboard with prioritized actions and automated workflows. Your producers know exactly who to call, when, and why.
We're looking for independent agencies with 500+ policies who want better visibility into their book of business. Early partners get direct input into what we build and priority access to every feature.
We'll analyze your AMS data and show you the retention risks, upsell opportunities, and coverage gaps hiding in your book.
Tell us what matters most to your agency. We're building with you, not just for you.
First to get new dashboards, integrations, and automation workflows as we release them.
Early partner pricing stays with you when we launch commercially.
Patrol is founded by Jordan Burke, former COO of Arturo, an AI property analytics company that served the insurance industry and was acquired in 2025. Our technical co-founder spent 6+ years building ML and property data platforms at a major national carrier, leading a team of 20 engineers.
We understand how agencies work, what carriers expect, and where the biggest gaps are between the data you have and the decisions you need to make.
20 minutes. We'll walk through what we do, learn how your agency operates, and show you what's possible with the data you already have.
We'll get back to you within 24 hours.