We see what's broken in your agency. Then we fix it. AI-powered automations that capture every lead, track every renewal, and free your producers to sell.
Book a Free Automation AuditLeads fall through the cracks. Leads come in from your website, carriers, and referrals — but follow-up takes hours and prospects go cold before a producer can reach them.
Renewal tracking is a spreadsheet nightmare. Policies lapse because nobody caught the date, or the date was lost in an email thread.
Your producers are admins, not salespeople. They spend 40% of their time on admin instead of selling — answering emails, pulling reports, updating records.
Commission data is everywhere. Commission data lives in 5 different carrier portals. Reconciliation is a monthly nightmare that eats entire days.
Client experience is inconsistent. Some clients get great service. Others fall through the cracks. Your agency's reputation depends on consistency you can't manually scale.
We map every workflow in your agency, identify where you're bleeding time and money, and deliver a prioritized automation roadmap with ROI projections.
We design and deploy 3–5 custom automations for your agency. Lead routing, follow-up sequences, renewal alerts, commission tracking, client onboarding.
Your automation team on demand. Ongoing optimization, new automations monthly, system monitoring, and strategic advisory. We become your agency's operations engine.
New lead capture → instant CRM entry + producer assignment + follow-up sequence
Automated quote follow-up (email + SMS drip campaigns)
Policy renewal tracking & 90/60/30-day alerts
Commission reconciliation across carrier portals
Client onboarding workflows (welcome emails, doc collection, policy delivery)
Cross-sell/upsell identification and outreach triggers
Claims status update notifications to clients
Carrier appointment and licensing reminders
Review request automation after policy binding
E&O compliance documentation workflows
Average agency with 10 producers loses 15+ hours per week to manual admin. At $75/hour loaded cost, that's $58,500/year in wasted capacity.
Our automations recover 80% of that time in the first 90 days. Your investment pays for itself in weeks.
30-minute discovery call. We learn your tech stack, workflows, and where time disappears.
Our team designs and deploys custom automations using your existing tools (Applied Epic, HawkSoft, EZLynx, AMS360, Salesforce, and more).
Leads get followed up in minutes, not days. Renewals never slip. Your producers sell instead of admin.