Targeted Solutions for Your Agency's Biggest Bottlenecks
We build secure, proprietary automation systems that solve the most time-consuming and high-risk operational challenges in the insurance industry. Below are our three flagship solutions.
The Commission Liberator
The Pain: The Month-End Reconciliation Nightmare
It's the first week of the month. Your team downloads 15 different PDF commission statements. Your admin then spends the next 12-15 hours manually cross-referencing line items against your AMS, trying to reconcile payments and calculate producer splits in a complex spreadsheet. It's a tedious, error-prone process that damages producer morale.
Our Solution: An Automated Reconciliation Engine
Imagine an automated workflow that securely ingests those carrier statements, intelligently extracts the relevant data, matches it to the policies in your AMS (like Applied Epic or HawkSoft), and generates a clean, accurate commission report in under 30 minutes. Your team simply reviews the exceptions, not the entire list.
The Impact: A Measurable Return
Agencies implementing this see a 90% reduction in reconciliation time, saving upwards of $25,000 annually in administrative costs and ensuring producers are paid accurately and on time.
Before: Manual Process
After: Automated System
The COI Generator
The Pain: The High-Risk, 2-Hour "Quick Task"
A client needs a Certificate of Insurance—now. Your account manager has to stop what they're doing, log into the AMS, look up policy details, manually generate the certificate, check it for errors, and email it. This 'quick task' takes hours and happens dozens of times a week, all while introducing potential E&O risk with every manual keystroke.
Our Solution: A Secure, On-Demand COI Portal
Now, picture a secure portal or automated email address where clients can request a COI. The system validates their identity, pulls the correct data from your AMS, generates the accurate certificate using a pre-approved template, and delivers it instantly—logging the entire interaction for compliance.
The Impact: A Measurable Return
This simple automation reduces the time spent on COIs by 95%, freeing up hundreds of hours of your team's time annually to focus on revenue-generating activities like cross-selling and account rounding.
Before: Manual Process
After: Automated System
The Renewal Autopilot
The Pain: The High-Stakes Renewal Chase
Your book of business is your agency's most valuable asset, yet tracking renewals often relies on spreadsheets or basic calendar alerts. A key producer is on vacation, a reminder gets missed, and suddenly a multi-million dollar account is 30 days from renewal with no contact—a massive client relations failure and a potential E&O nightmare.
Our Solution: A Proactive Retention System
Imagine a system that constantly monitors your AMS for policies coming up for renewal. 90 days out, it automatically tasks the producer to begin their review. At 60 and 30 days, it sends personalized, pre-approved emails from your account, ensuring consistent, professional outreach for every single client, every single time.
The Impact: A Measurable Return
Agencies using an automated renewal workflow see client retention increase by up to 15%, while drastically reducing the risk of costly errors and omissions.