Find the money already in your book
Surface under-covered households, upcoming renewals, turning-65 clients, conversion deadlines, lapse risks, and missed referral opportunities.
The outreach and cross-sell engine for insurance agents
Your best leads are
already yours.
You already paid for your book of business. Signal Foundry shows you exactly who is under-covered, why they need a conversation, and what to say—before another agent gets there first.
Your bookreal clients and policy records
Your voicemessages sent from your mailbox
Your callhuman approval before a batch sends
The opportunity hiding in plain sight
Stop leaving renewals, referrals, and cross-sells on the table.
The Med Supp client with no dental. The ACA family with no life insurance. The term policy nearing its conversion deadline. Signal Foundry hands those opportunities to you with the reason and the outreach already prepared—so Tuesday morning starts with a clear list, not another spreadsheet search.
Built for the way agents actually work
From overlooked client
to timely conversation.
Standalone insurance CRMor a layer on your current one.
Know exactly why they need a call
The gap engine connects every opportunity to real policy records—product, carrier, premium, effective date, and status.
Send from your own mailbox
Reach out from the address clients already recognize, so your name, domain, and reputation stay yours.
Reply while the conversation is warm
Incoming replies appear in the app with three AI-drafted responses you can edit or send in a click.
Turn notes into documentation
Convert appointment scribbles into polished client recap emails that also strengthen your file for future review.
Follow through after every close
Automatically schedule referral asks, cross-sell nudges, annual reviews, and the next reason to stay in touch.
How it works
Point it at your book.
Know who needs you next.
Bring in your book
Upload your clients or sync your existing CRM. Signal Foundry works as your CRM or alongside the one you already use.
Work the opportunities
Separate pipelines organize new leads, cross-sell, referrals, and service—while ready-to-edit messages remove the blank-page problem.
Stay human and in control
Every message passes a compliance check, and every multi-person send stops for your review of the full recipient list.
Compliance is built into the workflow: consent tracking, blocked plan-marketing language, an append-only audit log, and explicit approval before anything goes to more than one person.
Insurance-specific from day one
Not a generic pipeline wearing an insurance label.
Every client gets a real, editable policy record with prefills for Medicare, ACA, final expense, life, annuity, LTC/DI, and group benefits.
Separate pipelines keep new leads, cross-sell opportunities, referrals, and service work from becoming one tangled list.
Your renewals are your retirement
Get to your clients before the other agent does.
$497
Account setup and platform access, with your first month included. Then $97 per month.
Next stepCreate your Signal Foundry account →You’ll review and agree to the subscription terms before payment. Cancel in writing using the instructions provided during signup.