Industries / Insurance agencies
Automation for independent insurance agencies
We automate the paperwork around policies: certificate requests, renewals, application intake and commission statements. Your licensed staff keep the advice and the client relationships.
Five jobs that slow an agency down, and what we build for each
Certificate of insurance requests
The problem Clients need a certificate for every new contract or job site, often the same day, and each one means finding the policy, entering the holder and sending it.
What we build A request intake that collects the holder details, prepares the certificate from your policy data and queues it for your staff to review and issue.
What you get Same-day certificates without pulling a service rep off other work for each one.
Renewals that start too late
The problem Renewal dates are spread across hundreds of policies, and updated payroll, revenue or vehicle schedules arrive from clients at the last minute.
What we build A renewal calendar that asks clients for updated information well ahead of each date, follows up on schedule and shows your team which renewals are still missing something.
What you get Renewals that go to market with time to shop them, and fewer rushed weeks.
Typing the same application twice
The problem Client information arrives in ACORD forms, emails and spreadsheets, and staff type it into the agency system and then again into carrier portals.
What we build Intake that reads applications and supplemental forms and pulls the details into one record, ready for your agency system and your carriers' quoting tools.
What you get Information typed once, and fewer errors on submissions.
Comparing quotes and policies
The problem Comparing coverage between carriers, or between last year's policy and this year's, means reading long documents side by side.
What we build An AI review that reads both documents and lists the differences in limits, deductibles, exclusions and endorsements, with page references, for an agent to check.
What you get Faster comparisons, and coverage changes caught before the client finds them.
Checking commission statements
The problem Each carrier pays on its own statement and schedule, and checking every line against what the agency expected takes so long that short payments go unnoticed.
What we build Automated reconciliation that matches each statement line to the policy and the expected commission, then lists what is missing or short.
What you get Short payments found while they can still be claimed.
What a first project looks like
We start with one process. Certificates or commission reconciliation make a good first project because the volume is steady and the result is easy to check. We agree on a fixed price and a finish line before we start.
Questions owners ask
Do we have to change our software?
No. We build around the tools you already use, such as your agency management system, your email and the carrier portals you already use.
Where does our client data go?
It stays in systems you control. We agree on what access we need before work starts, and each automation runs inside your own accounts.
What does a first project cost?
Each project has a fixed price that we agree on before work starts. We set it after a short call about the process you want to automate.
How do you make sure deadlines are met?
Before work starts we agree in writing on the scope, the price and the delivery date. You get progress updates along the way, and if anything puts a date at risk you hear about it early, with a plan to keep it.