Track every policy document effortlessly.
You send the policy summary, the renewal letter, the quote comparison. Then you wait. Embersent tells you the moment each client opens it, which sections they read, and whether they shared it with their financial advisor.
Three problems every insurance broker recognises.
The policy document is sent. The renewal deadline is approaching. And the silence is costly.
Did the client actually read the policy summary?
You spent time tailoring the comparison. Did they get to the premium breakdown on page eight? Did they read the exclusions, or will they be surprised when they need to claim?
Is the renewal at risk and you don't know it yet?
A client who opened your renewal letter and forwarded it to a competitor broker is about to shop around. You can see that signal now — before they tell you they're leaving.
When do you follow up without being intrusive?
Insurance clients don't like being chased. But the right moment — when they're actively re-reading the quote — is when a call feels helpful. Without tracking, you're guessing.
Built for how insurance brokers actually retain clients.
From first quote to signed renewal, Embersent gives you the signal to act before your client looks elsewhere.
Track every quote and proposal
Upload your policy summary or quote comparison. Share a tracked link. Know immediately when each client opens it and which sections they read.
Spot renewal risk early
A client who forwards your renewal to another broker is a signal. A client who hasn't opened it three weeks before the deadline is another. Both tell you to act now.
Call at exactly the right moment
Get notified when a client returns to your proposal or opens it for the second time. Call while it's in front of them, not three days later from a calendar reminder.
"I used to send renewal documents and hope for the best. Now I can see when clients are actively comparing quotes and I call at exactly the right moment. My renewal rate went up twelve points in the first quarter."
Everything you need to retain more clients. Free to start.
Three active tracked documents with full analytics. No feature gating, no credit card required.
Policy document tracking
See which sections of your policy summary clients actually read. Know if they understood the exclusions before there's a claim dispute.
Renewal alert system
Get notified when a client opens your renewal letter. Follow up while the decision is being made, not after they've already switched.
Advisor forward detection
Know when clients share your quote with a financial advisor or another broker. Act before the conversation happens without you.
Related: Features · Pricing · How it works · For agencies
Send your next policy document with visibility.
Your first three tracked documents are free, forever. Set up takes ninety seconds.