01Day 1
Find the bottlenecks
60-min kickoff and stakeholder interviews. We map where delivery slows, quality drops, and handoffs break.
For Insurance Agencies
Your Agency Is Processing Policies Manually in a Digital World
Quoting, applications, claims intake, renewal management — your team handles each policy manually while carriers add digital complexity. We map the bottlenecks and deliver a plan in one week.
No prep needed · 1-week delivery · Fixed price from $2,500
The Problem
Sound familiar?
Quoting across carriers is slow
Entering the same client data into 5-8 carrier portals turns a 10-minute quote into a 2-hour process.
Renewal management gaps
Renewal timelines are tracked in spreadsheets. Missed follow-ups lead to lost clients and revenue leakage.
Claims intake coordination
First notice of loss, documentation gathering, and carrier communication require manual orchestration for every claim.
Client communication burden
Policy questions, certificate requests, and endorsement changes flood your inbox with repetitive requests.
How We Help
What you get in one week
Quoting workflow analysis
We map your comparative quoting process and identify where data entry, carrier access, and proposal generation can be streamlined.
Renewal pipeline optimization
Automated renewal tracking, client outreach sequences, and review preparation workflows that prevent revenue leakage.
Claims coordination plan
Structured intake, documentation, and communication workflows that reduce per-claim handling time.
Service workflow automation
Certificate issuance, endorsement processing, and common client requests handled with minimal manual intervention.
Scope
Workflows we commonly assess for insurance agencies
- Comparative quoting and proposal generation
- Renewal tracking and client outreach
- Claims first notice of loss and intake
- Certificate of insurance issuance
- Policy endorsement processing
- New business application submission
Pricing
One week. Fixed price.
$2,500
Starter — 1 workflow · 1-week delivery
Growth: $5,000 (2 workflows)Enterprise: from $10,000
NDA included1-week deliveryFixed price
- Bottleneck map showing where time and errors come from
- Tool shortlist with recommendation criteria
- 90-day rollout plan with owners, milestones, KPIs
- Handoff walkthrough with your team
Guarantee: Clear next-step plan or full refund — no questions asked.
How It Works
One week. Three phases. Zero guesswork.
We handle the heavy lifting. Your team spends about 2 hours total.
02Day 3
Pick the tools
We evaluate options against your stack, budget, and security constraints. No sales pitches — just decision logic.
03Day 5
Ship the plan
45-min handoff walkthrough. You leave with a 90-day rollout plan — owners, milestones, KPIs, and risks.
Your time: ~2 hours total
Why Now
The numbers don't lie
Independent agency staff spend 2-4 hours per day on carrier portal work — re-keying the same client data across 15-40 different carrier systems.
Real-time rating tools (replacing manual portal entry) reclaim about 68 minutes per employee per day at independent agencies.
Automated renewal tracking systems have been associated with 10-15% retention rate improvements across published agency case studies.
FAQ
Common questions
Yes. We evaluate your AMS — Applied Epic, Hawksoft, AMS360, or others — and recommend tools that integrate with your existing infrastructure.
Primarily P&C and commercial lines, where multi-carrier quoting and renewal management create the most overhead. Benefits and life agencies also see ROI in client communication workflows.
We don't access carrier systems or client data. All tool recommendations meet insurance industry security and compliance standards.
Agencies with 3-50 staff and $1M-$25M in premium see the highest ROI. Enough volume for automation to matter, small enough for changes to implement quickly.
Next Step
Stop experimenting. Start executing.
Get a clear AI workflow plan for your insurance agencies team — delivered in one week for $2,500.
No prep needed · Discovery call available