Free 1-on-1 Demo

Done-For-You Setup

Industry-Leading Support

Maximize Client Retention

...through contact management & consistent engagement.

Contact Management

Track Every Lead & Client Interaction

Easily import, label, and categorize your leads based on temperature or engagement level in just a few clicks. Segment your contacts using tags based on criteria such as location, interests, demographics, and more. Assign tasks to yourself or your team for seamless collaboration and follow-up. With the help of Sabreli Systems, agents are empowered to streamline lead and client management, maximizing efficiency and productivity.

Policy Renewal Automations

Automate Policy Renewal Reminders

Keep clients informed with automatic reminders for upcoming premium payments and policy renewals, so they never forget an important deadline again. Our custom automations ensure timely reminders and seamless renewals - boosting client retention!

Birthday Text & Email Automations

Keep Clients Engaged

Celebrate your clients with automated text and email birthday wishes, taking client retention to the next level. By increasing client engagement, you'll not only increase client retention but also (1) generate more organic leads through more positive Google Reviews and valuable referrals and (2) have the opportunity to address any potential issues prior to renewal time. We can't wait to help you enhance client loyalty, drive organic growth, and achieve long-term success!

Frequently Asked Questions

Do I need tech skills to use Sabreli?

Nope. Sabreli was built specifically for busy insurance agents, not tech people. Everything is done-for-you and incredibly simple. Just upload your client list once, and we'll do the rest.

Is there a contract or long-term commitment?

Nope. Sabreli is month-to-month with no contracts. You can cancel at any time.

What if I don’t have a client list ready?

No worries. We can help you format whatever you do have — even if it’s in a spreadsheet. Once you upload it, we handle everything else.

Does this replace my CRM or quoting tool?

Nope. Sabreli works alongside what you already use. Just upload your clients from your current system (like Sunfire, MedicareCENTER, a Google Sheet, or your CRM), and Sabreli will take care of the communication from there.

What exactly gets sent to my clients?

Texts and emails for holidays, birthdays, renewals, review requests, and more — all customizable to sound like you.

Can I customize the messages?

Yes! All messages are pre-written for maximum impact, but you can edit anything to sound like your voice. Don’t want to? That’s fine too — they’re ready to go out of the box.