SimpleSwitch Saves Agencies Time, Boosts New Business

A year ago, we launched SimpleSwitch with one goal: make book transfers and umbrella policy renewals painless for agencies. Born from agent feedback and refined through real-world use, SimpleSwitch has quickly become a game-changer.

Over the past year, agencies have told us the results are clear, with hundreds of hours saved annually, account managers freed from repetitive back-office work, and more time to focus on what truly matters: building relationships and growing revenue.

On average, SimpleSwitch saves agencies 2–3 hours per policy each year. For even a modest book, that’s hundreds of hours reclaimed. Agencies are reinvesting that time into client outreach, cross-selling, and other high-value activities, and they’re seeing their new business numbers soar.

Automation Without Losing the Human Touch

‍SimpleSwitch handles every step of the renewal process, from data collection to automated 90- and 60-day renewal communications. You maintain control and visibility, stepping in only when needed. It’s a true blend of new-school technology with old-school values. We work with your agency to craft communications that our system will send on your behalf, that are co-branded, and customized to match your agency’s voice, with your team CC’d every step of the way.

Benefits for Agencies and Clients

In most states, clients enjoy in-agency transfer discounts, making renewals smoother and more cost-effective. And with Monoline’s upcoming higher coverage limits, agencies can offer greater protection without policy rewrites, helping clients consolidate coverage under one policy.

Hear the Story Behind the Success

‍In our latest podcast episode, Automating Book Rolls: The SimpleSwitch Revolution, Monoline’s Agency Transfer Manager Rachel Crump shares the inside story of how SimpleSwitch works and why it’s transforming agency operations. Listen here.

Get Started

‍SimpleSwitch is completely free for Monoline partner agencies. To see how it can transform your operations:

• Visit monoline.com/simpleswitch, fill out the interest form, and Rachel will be in touch.
• Or email our Transfers Team at transfer@monoline.com.

A year in, SimpleSwitch is proving that when agencies spend less time on paperwork, they can spend more time growing their business. How much time could SimpleSwitch save your?

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