Dane Suite finds your prospects, runs the outreach across email, SMS and voice, answers the replies in your voice, and books the review — insurance-native, on autopilot.
Same job an SDR does — prospect, follow up, handle replies, book the meeting — for a fraction of a salary.
Today an agency stitches Apollo + an emailer + Clay + a CRM + a copywriter — then still hires someone to work the replies. Dane Suite is all of that, already insurance-shaped.
Insurance-native targeting — by trade, size, and renewal timing — with contact data enriched automatically. Roofers, restaurants, contractors, medical offices.
Email, SMS, and AI voice in one sequence — with domains, mailboxes, and deliverability handled so you land in the inbox, not spam.
Dec-page → AI cost & risk report. X-date capture, EMR and COI hooks, CPA and payroll referral partners — the plays your agency actually runs.
Unified inbox across every mailbox, a live pipeline, and real KPIs — book of business, source attribution, renewals, and reply rates.
Recruit and nurture CPAs, payroll providers, and bankers as a steady referral channel — tracked and attributed like any other source.
Every email, call script, and link goes out in your agency's name and voice — set it once, and the whole engine follows. Nothing hardcoded.
Sending is easy. The hard part — the reason you'd hire an SDR — is working the inbox. Dane Suite reads every reply, answers in your voice, handles the objection, books the review, and captures the renewal date.
No new software stack to learn. Connect your mailbox, tell it who to chase, and take the meetings.
Link Gmail or Outlook. We handle sending domains, warmup, and deliverability.
Pick a trade and market — or describe your ideal account in plain English. The AI builds the campaign.
Multi-step email, SMS, and voice go out in your name. Every reply gets read and answered.
Booked reviews land on your calendar with the renewal date captured. You quote and bind.
Every plan includes the CRM, workflows, unified inbox, AI replies, analytics, and booking. Start free — no card to look around.
Expand any plan with add-ons — Canopy Connect intake, Apollo data, done-for-you infrastructure, extra seats, and credit packs.
One-click, consented pull of a prospect's current policy — replaces the dec-page upload and feeds an accurate AI report.
Bring your own Apollo. We orchestrate the prospecting; your credits, your data bill.
Domains, mailboxes, SPF/DKIM/DMARC, and warmup — provisioned and monitored for you.
Dane Suite was built inside DANESURE, a working commercial P&C brokerage, to solve our own problem: growing new business without burning cash on an SDR who takes months to ramp. Every feature earned its place by working in a real agency first.
So it already speaks your language — dec pages, X-dates, EMR, COIs, referral partners — instead of a generic sales tool you have to bend into shape.
Start free, connect a mailbox, and watch the first reviews book themselves. No SDR required.