The renewal went to the agent
who stayed in touch.
Rapport watches the dates that pay you: policy renewals, loan and home anniversaries, the check-in six months after a file closes. It writes each note from what has actually happened with that person and sends it from your own Gmail or Microsoft 365 mailbox, so it lands in the inbox and reads like you wrote it. You read them on your phone and tap approve.
$29 a month up to 1,000 contacts · no onboarding call · cancel any time
From the demo book. Names are fictional.
$29
A month, up to a thousand contacts. No onboarding call, no annual contract, cancel from the billing portal.
$349
Where the agency platforms start, per Capterra's listing for Levitate — with a specialist you schedule a call with.
8
Occasions watched, and five of them are the money dates rather than birthdays.
14
Days free, no card to start. Your first batch is held until you have read every note in it.
Every note carries a card, and the card carries their name.
Choose from 6 readable card designs. Rapport typesets the recipient's name onto the artwork at send time. These examples use Rob's name. Add your personal note, review the message, and approve it before sending.
Rob and Maddie are the demo names. Yours are set from the contact the note is for.
A birthday is a courtesy. These are the ones that pay.
Most tools in this category watch birthdays and stop. Rapport puts the renewal and the closing date on the same footing, because those are the days a book of business actually turns on.
Policy renewal
Fires a month before the date, not on it. You get the conversation while it is still a review and not a bill. Set the lead time to whatever your carriers need.
Loan and home anniversaries
Every year from the first, on the day they closed. No rate talk, no refinance pitch, just the date remembered.
Months since close
Three, six and twelve months after a file closes, or whatever you choose. The check-in everyone means to make and nobody makes.
Birthdays, anniversaries, kids
Theirs, their wedding anniversary, and their children's birthdays, each written to the parent.
Any date you care about
A licence renewal, the day their shop opened, the anniversary of the day you met. Yearly or once.
Their team won
The morning after, from the live scoreboard. One line, no business in it.
Plain text, from your address, about one person.
No banner, no template, no "powered by". Rapport reads the last few things that happened with that contact - the note it sent in March, the reply you pasted in, the call you logged - and writes from those rather than from a profile form. The footer is the one quiet line the law requires.
To: dana@whitfieldroofing.com
Before your November renewal
Dana, Your commercial auto comes up on the 4th of November. Nothing to do yet, but I have it on my calendar and I will pull the numbers a week out so we can look at it together. Hope the Chiefs give you a quiet Sunday for once.
Bell Family Insurance, 1200 Peachtree St, Atlanta GA 30309. Unsubscribe.
Luis Ortega
3 years since closing · luis@ortegaplumbing.com
Luis, three years today since we closed on the Cedar Street place. Hope it has been treating you and Carmen well.
Approve all today, or go one at a time. Two minutes.
You read them. Then they go.
Nothing leaves your mailbox until you have seen it. Open the day's queue on your phone, change the one line that is not how you would put it, and tap approve. Approving sends straight away, not tomorrow. Trust it after a fortnight and turn the review off; the switch is one tap in settings.
The part of the job that keeps the book
Rapport does it on the days you are too busy to.
Three things, then it runs itself
Load the book
CSV out of HawkSoft, EZLynx, Follow Up Boss or a spreadsheet. Rapport recognises the renewal, closing and purchase columns under the names those systems actually export, and reads 3/15/2026 as happily as 2026-03-15.
Connect your mailbox
One click for Google Workspace or Microsoft 365, on a permission that lets Rapport send and read nothing. No app passwords. Any other mailbox connects over SMTP.
Approve, or let it fly
Each morning Rapport finds what is due, writes it, and holds it for you. Read, edit, approve. Or switch the review off and it just goes.
One agent, one book, no assistant
Independent P&C and life agents first. Then solo loan officers, and the realtors who work alongside them. If your renewals and your referrals both depend on being remembered at the right moment, and there is nobody in the office whose job that is, this is built for you.
It is not an agency platform, a quoting engine, or a CRM. It does one job.
Two numbers, no call
Fourteen days free, no card to start. If one renewal a year stays because of a note you would not otherwise have sent, it has paid for itself several times over.
Solo
$29 / month
Up to 1,000 contacts · 14-day free trial
Book
$79 / month
Up to 5,000 contacts
The contact figures are soft. Go over and Rapport tells you; it never refuses a contact or blocks an import.
Fits what you already pay for
One URL for contacts in from HawkSoft, EZLynx, Follow Up Boss or Zapier. Signed webhooks out on every send. Flat payloads, no code step.
Built to reach the inbox
A daily cap you set, a warm-up ramp for a new mailbox, plain-text bodies, and an SPF, DKIM and DMARC check that tells you in plain words what to fix.
Ask for the review
A short Google review request a month after a closing, once per person, in the same queue as everything else so nobody is asked at a bad moment.
Will clients know it is automated?
Only if you tell them. The notes are short, plain text, specific to that person, and sent from your own address. The footer is the one quiet line with your mailing address and an unsubscribe link that the law requires. No tracking pixel, no branding.
What permission does it need on my mailbox?
Send only. Rapport can send as you and cannot read a single message. You can revoke it from your Google or Microsoft account at any moment, and it appears in your own Sent folder like anything else you send.
Where do the personal details come from?
From you and from your own history with that person. Rapport never buys or scrapes data. Every contact can unsubscribe in one click, and every note carries the link.
Does it work with my agency system?
CSV in and out today, plus one inbound URL and signed webhooks that Zapier speaks natively. The importer already knows the column names HawkSoft, EZLynx and Follow Up Boss export.
What about texting and mailed cards?
Designed, not shipped. Both are on the Book plan when they land. We would rather say that than sell you a checkbox that does nothing.
Am I locked in?
Month to month, cancel from the billing portal, and export your whole book to CSV whenever you like. No contract, no onboarding call, no specialist to schedule.
Be the one who remembered
Load the book tonight. The first notes are waiting for you in the morning.
Start free trial