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One platform to shop every renewal, automatically.

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Compatible with every major AMS and carrier

AMS platforms

  • Applied Epic
  • EZLynx
  • HawkSoft
  • AMS360
  • Momentum by NowCerts
  • QQCatalyst
  • Vertafore
  • Jenesis

Carriers

  • Progressive
  • Travelers
  • Liberty Mutual
  • Nationwide
  • Chubb
  • The Hartford
  • Safeco Insurance
  • Erie Insurance
  • Auto-Owners Insurance
  • Cincinnati Insurance
  • The Hanover
  • National General
  • Mercury Insurance
  • Westfield
  • Kemper

We win when you win.

We believe in the independent agent. As insurance gets more automated, the relationship between you and your customers matters more than ever, and our whole business is built around helping you strengthen it.

Upline protects and grows your book, from renewal to cross-sell to referral.

Show up as the hardest working agent for your customers, without all the hard work.

Upline watches your book every week.

Upline reads your AMS, and the signals underneath it: who's up for renewal, whose premium is about to spike, who's at risk of quietly leaving, and who might go for more coverage. Then it drafts the right move in your voice.

Your clients hear from you, ahead of schedule.

Before renewal, each client gets a warm, personal email from you (not a system). If they'd like you to shop, they start a customized questionnaire that updates their file and gathers everything underwriting needs.

It shops the way you taught it to.

Upline learns your carrier preferences by scenario, and quotes coverage the way you would. It runs quotes in your carrier portals and comes back with real, bindable numbers, not multirater estimates.

Deliver a well-researched recommendation.

Upline turns it into an agency-branded page: a clean comparison of their current coverage and the option you recommend, with the reasoning front and center. They see, in a single glance, that their agent did the work.

Ask at the moment they value you most.

As soon as a renewal closes, when trust is at its peak, Upline sends a natural, effortless referral ask in your name. No awkward timing, no chasing. You ask every time.

“Upline reaches the customers we could never get to on our own. For any agency that hasn’t been proactive, that’s how you protect your book. Because if we don’t reach them, someone else will, and we lose them for good.”
Jolene Kleiser
Jolene Kleiser
Experience Director, Personal Lines Insurance
Members 1st Insurance Services

Helping teams focus on new business and watch their book compound.

Client retention across all contacted households:

98%

Average annual savings delivered per shopped client

$592

Average in cross-sell premiums quoted per household

+$1,800

Immediate increase in total personal lines book premium value

+3.1%

Source: Upline study with Members 1st Insurance Services, Enola, PA.

Meet the Team

Justin Valenzuela

Justin Valenzuela

President and CEO

Justin is an agent and the former owner of Members 1st Insurance Services. He's spent 15+ years in insurance, from Farmers Insurance to Chief Distribution Officer at Iscential, where he grew the company's footprint across the country.

Davie Holt

Davie Holt

Founding Head of Sales

Davie has spent his career helping independent agencies grow, from leading national sales at Imperial PFS, the country's largest premium finance company, to co-founding AI Rockstars, which trains agents to put AI to work.

Douglas Sheridan

Douglas Sheridan

Founding Engineer

Doug is an applied AI engineer who turns advanced AI into practical software people can rely on. He builds Upline around how agents actually work, so every quote and proposal is something an agent is proud to send.

Contact Us

Questions about Upline or becoming a Founding Member? Send us a note and one of us will get back to you.

Built with independent agents for independent agents.

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