Frequently Asked
Questions

Rev-Box is a system architecture firm specializing in P&C insurance agencies. We build complete automation systems that streamline your operations, eliminate manual tasks, and help you double your sales without increasing your advertising spend. Our programs are completely tailored to fit your agency's best needs no matter what stage you are in!

Rev-Box is built specifically for independent P&C insurance agency owners. Whether you're a brand new agency or an established operation with $1M+ in premium, we have solutions tailored to your stage of growth.

We are not a tool; we architect your entire system. We integrate your existing CRM, AMS, and other tools into a cohesive workflow, eliminate data silos, and build custom automations tailored to your insurance agency.

M1A focuses on essential automations for brand-new agencies. M2A is for established agencies with $1M+ premium. Please check the programs page to see what it contains

M1A requires Agency Zoom as it's built on that platform. M2A can work with various CRM and AMS systems including Applied Epic, AMS360, HubSpot, Salesforce, and more.

M2A includes a $200/month maintenance plan covering task cleanup, data cleanups, and ongoing automation support.

We don't believe in locking you in. We believe in earning your business. Here's how our programs work: M1A: A short 3-month program. 2 weeks of building and then 7 weeks of training your team. M2A (12-Month Agreement): A 12-month commitment with a built-in checkpoint. You can cancel at month 6 if it's not the right fit. Custom Workflows: If you don't need a full program, we also offer individual custom workflow builds on a per-project basis.

Most agencies see measurable results within 90 days. The average agency saves 70% of the time previously spent on data entry and manual tasks, which translates directly to more selling time and revenue. BUT it is not guaranted as some part of the results is due to your own actions.

We don't replace your existing tools; we architect the system around them. We integrate your existing CRM, AMS, and marketing platforms to work together seamlessly, filling gaps and eliminating redundancy.

We integrate with all major P&C insurance platforms, CRMs, and marketing tools, including Hawksoft, EZLynx, Agency Zoom, AMS360, HubSpot, Salesforce, and many more.

Not all data is owned by the agent at all times when working with us! This also includes all the custom systems we build, which are also owned by the agency.

Absolutely. We follow industry best practices for data security and work within your existing platform security frameworks! We also do not own any of the data when we are working with you and all systems we build are owned by you!

Absolutely. We make sure everything we build custom for your agency is owned by you. The only thing that may not be owned by you is any automation that we did not charge you to build. We also do not own any of the data when we are working with you.

Book a free strategy session through our website. We'll discuss your current setup, pain points, and goals, then recommend the right program for your agency.

Yes! M1A includes 7 weekly training calls (30 min each) covering everything from initial setup to advanced automation. M2A includes unlimited training based on your specific implementation.