Templates that keep you compliant. Create, organize, and reuse professional message templates with placeholder-aware editing.
Stop rewriting the same emails. Stop worrying about compliance. Build a library of approved templates your whole team can use.
Our placeholder-aware editor makes personalization effortless. Insert dynamic fields that automatically populate with client data, ensuring every message feels personal while saving hours of work.
Hi {{FirstName}},
Thank you for being a valued customer! Your policy {{PolicyNumber}} is coming up for renewal on {{RenewalDate}}.
I wanted to personally reach out to review your coverage and ensure you're getting the best value. Would you have 15 minutes this week for a quick call?
Best regards,
{{AgentName}}
From creation to analytics, manage your agency communications in one place.
Organize all your message templates in one searchable, filterable library. Find what you need instantly.
Rich text editor with smart placeholders. Insert {{FirstName}}, {{PolicyNumber}}, and more with autocomplete.
Route templates for review before they go live. Ensure compliance and maintain quality standards.
Categorize templates by type, product line, or use case. Create collections for quick access.
Track changes over time. Revert to previous versions if needed. Full audit trail for compliance.
See which templates are used most. Understand team adoption and identify improvement opportunities.
Stop rewriting the same emails. Access approved templates in seconds.
Every team member sends professional, on-brand messages.
Approval workflows ensure messaging meets regulatory requirements.
Join the beta and build a library of professional templates your whole team can use.