Not another platform. We step into your agency, understand it like operators, and build automation that ends the manual policy and document work — made for how your agency actually runs.
30 minutes. Free. No commitment.
Three things you can't pretend aren't happening in your agency.
Retyping declarations into the AMS. Pulling ACORD forms apart line by line. Copying commission statements into a spreadsheet that breaks every quarter. The people you hired to manage clients are managing paperwork.
Renewals at 90, 60, 30 days. Claim status. Endorsement confirmations. The home policy that lapsed in hurricane season because the non-renewal notice sat unread. Your team spends the week chasing instead of advising.
2 to 5% of your commission revenue is sitting in carrier statement discrepancies right now. A payment late, a statement no one cross-checked. Small per file — large per year.
We're not a software factory taking orders. We sit with your CSRs, listen to your producer, watch how renewals actually happen — not how they're supposed to happen. Code comes after that — and that's why it actually works.
Hawksoft, AMS360, EZLynx — keep what you have. The document reading, the commission reconciliation, the multi-carrier alerts — those still fall on your team. We automate that gap. If your AMS doesn't do it, we build it. If it does it badly, we fix the workflow around it. And before automating anything on top, we clean the data underneath — automations only work on data that's right.
From first shadow to live in production — no consulting limbo.
Not from a deck, not on a Zoom call. We shadow your CSRs, sit with your producer, walk through how a policy actually moves from quote to renewal to commission. By the end, we know where time bleeds, where money leaks, and what's worth automating first.
With what we learned in step one, we sit at the same table and design the plan — what to automate, how, in what order. You bring the agency. We bring what works. The plan comes out of that conversation, not from us back in our office writing a deck.
We don't build in a lab. The automation gets developed and tested against your real declarations pages, your real commission statements, your real renewal pipeline. Your team keeps running normal operations the whole time.
The automation goes into production, tested and integrated. From day one, the retyping, the portal-refreshing, and the commission spreadsheets stop being your team's job — they become the system's.
Five automations agencies reach for first.
AI extracts the data from your documents — declarations pages, ACORD forms, carrier statements, certificates of insurance — and writes it straight into your AMS. No more copy-paste. No more typos. The 20 minutes per policy your team used to spend now takes 30 seconds of review.
The system watches every policy — renewals due at 90, 60, 30 days, commission statements that don't match, payments past grace. In this hard market, it catches non-renewals the day they arrive, so your CSR can re-quote before the client hears it elsewhere. No more relying on memory.
Every carrier statement is cross-checked against your AMS the day it arrives. Discrepancies flagged. Underpaid policies surfaced. Missed reconciliations recovered. For most agencies, what we recover in the first quarter pays for the engagement.
We connect to your carriers, pull status changes automatically — claims, endorsements, payments — and push them to your AMS and to your client the moment they happen. Your CSRs stop refreshing portals. Your customer stops being the one who has to ask.
For non-standard auto, flood, commercial, and life, every quote means logging into 3 to 5 carrier portals, re-typing the same client data, and rebuilding the comparison in Excel. We pull the data once, send it to every carrier in parallel, and put the comparison back in front of your CSR in minutes. They review options — they don't build them.