3 September, 2025

bolt’s latest platform updates to help P&C agencies deliver better customer experiences

New feature set, including proactive renewals, aims to help agencies to more efficiently provide coverage options to their customers during ongoing market pressure

SAN FRANCISCO — SEPTEMBER 3, 2025 — bolt, the insurtech with the world’s largest technology-enabled insurance exchange, today announced a series of new platform features for insurance agents, using automation, smart workflows, and integrated data to help agencies reduce manual tasks, stay ahead of client needs, and deliver a more connected customer experience.

As part of its latest platform update, bolt has introduced proactive renewals, a feature that automatically notifies agents when a policyholder is facing a significant rate increase 45 to 60 days in advance. This enables agents to re-quote and re-send coverage options from bolt’s robust network of carriers with just a single click. Competitive quotes are presented in a centralized view, streamlining the agent workflow and reducing turnaround time for issuing insurance quotes by up to 50 percent, according to initial estimates and customer feedback.

“Agents are facing real pressure to do more with less while still providing great service to customers who expect faster answers and more transparency,” said Nga Phan, Head of Product, bolt. “Proactive renewals is designed to help agents stay ahead of price increases and present better options, giving them the opportunity to surface choice and provide value at just the right time.”

The features for agent efficiency being rolled out include:

Configurable lead filters to help optimize lead flow and enable timely conversion.
A unified communication timeline that consolidates all communication touchpoints, including SMS.
A customer application tracking feature.
An automatic customer record recognition for incoming calls.

“Every feature we’re releasing is built with a single purpose: to help agents spend less time on manual tasks and more time taking care of their customers,” said Phan. “At a time when customers expect more, these tools help agencies show up with answers, solutions, and better coverage options—when it counts most.”

bolt’s platform connects agencies, carriers, and distribution partners through a single interface, simplifying insurance distribution and enabling agencies of all sizes to scale operations and deliver high-quality service. As a flexible, modular, all-in-one solution, bolt empowers agencies to manage the entire policy lifecycle, from lead capture to quoting, binding, servicing, and renewals, all within one streamlined platform. With these new enhancements, bolt continues to invest in making agents’ daily work faster, easier, and more impactful for agents and their customers.

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