Company
We're helping independent agents protect the books they've built.
Our story
We built Upline inside an agency.
Upline started as an answer to the problem every independent agency lives with: churn. We knew when customers were most likely to leave, at renewal. We knew what would keep them, a call from their agent offering to shop their policy. There was just never time to make that call for everyone.
So we built a way to reach every customer at every renewal without adding hours to anyone's week. When it worked, we knew every independent agency needed it too.
“Upline reaches the customers we could never get to on our own.”
Why now
The independent agent has never mattered more.
01
Customers are shopping more.
Years of rising rates have turned every renewal into a decision. More customers are comparing prices and switching carriers than ever before.
of auto policies were shopped in the past year, the highest rate on record.
LexisNexis Demand Meter, Q1 2026
02
Most insurtech is built to replace the agent.
That may be faster, but it removes the one thing customers actually value: someone who knows them and looks out for them.
of consumers say having a dedicated human agent still matters.
Big "I" consumer survey, 2026
What we believe
We win when agents win.
Relationships win.
The more insurance gets automated, the more a trusted agent is worth.
Trust is earned at renewal.
"Let me shop this for you" is where loyalty is built and referrals start.
The agent gets the credit.
Upline never talks to customers as Upline. Every touchpoint comes from your agency.
Accuracy comes first.
Upline gathers updated information and gets carrier-native quotes before it recommends anything.
Meet the Team
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
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
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.
FAQ
Questions agencies ask us.
- What is Upline?
- Upline is a proactive account management platform for independent P&C agencies. It shops every customer at every renewal, then hands you a finished recommendation to review and send in your agency's name.
- How much of my time does Upline take?
- Under 20 minutes a week. Upline does the preparation; you review, adjust and approve what it has put together.
- Does Upline work with commercial lines?
- No. Upline is built for personal lines only, like home and auto.
- Does Upline replace my CSRs or producers?
- No. Upline does the preparation and the shopping: it watches your book for upcoming renewals, reaches out to customers in your name, gathers their updated details, runs quotes in your carrier portals and builds a recommendation for each one. Your team keeps the customer relationships and makes the final call on every policy.
- Will my customers know they're working with Upline?
- No. Upline never talks to customers as Upline. Every email, questionnaire and recommendation comes from your agency, in your name.
- Is Upline a multirater?
- No. Upline runs quotes in your own carrier portals and comes back with real, bindable numbers, not multirater estimates.
- Which AMS platforms and carriers does Upline work with?
- Every major AMS and carrier. That includes Applied Epic, EZLynx, HawkSoft, AMS360 and QQCatalyst, and carriers like Progressive, Travelers, Nationwide, Liberty Mutual and Safeco.
- What results have agencies seen?
- In our study with Members 1st Insurance Services, the agency kept 98% of the households Upline contacted. Shopped customers saved $592 a year on average, and the agency quoted an average of $1,800 in cross-sell premiums per household.
- How do I get started?
- Book a 30-minute demo to see a real renewal and cross-sell flow from start to finish, or join the waitlist to become a Founding Member.
Contact Us
Questions about Upline or becoming a Founding Member? Send us a note and one of us will get back to you.
