01Insurance carriers, MGAs and brokerages
Less re-keying. Faster quotes. Cleaner books.
Insurance runs on documents, carrier portals and spreadsheets that don't talk to each other. We connect them, so your team spends its time on clients instead of copying data between systems.
30 minGoogle MeetNo costLive slots on Google Calendar
| Carrier | Annual | Deductible | Status |
|---|---|---|---|
| Carrier A | $2,418 | $1,000 | Recommended |
| Carrier B | $2,605 | $500 | Quoted |
| Carrier C | $2,290 | $2,500 | Quoted |
| Carrier D | N/A | N/A | Referred |
Where it hurts
Problems we hear again and again.
If any of these sound familiar, there's usually a well-scoped fix that doesn't require replacing everything you have.
- BeforeProblem 01
Quoting is manual
The same client details are typed into several carrier portals, and comparing quotes means another spreadsheet.
- BeforeProblem 02
Policy data is trapped in PDFs
Declarations, endorsements and claims arrive as documents and email, so the data you need is hard to search or report on.
- BeforeProblem 03
Renewals and commissions slip
Renewal reminders, commission statements and reconciliation live in inboxes and personal trackers.
What we build
Software shaped around how you already work.
Typical builds for insurance carriers, mgas and brokerages, each shown as a sample run. Every engagement is scoped to your systems and team, so treat these as starting points, not packages.
All services- Build 01
Intake and quote workflows
One intake that feeds every carrier you work with, with a side-by-side comparison your producers can send.
Commercial package · New businessIllustrative- About the clientRunning…
- Quote 6 carriersQueued
- Compare side by sideQueued
- Bind & issueQueued
ResultOne intake, 6 quotes, 0 re-keying - Build 02
Document extraction
Pull structured data out of policies, applications and claims documents, with a person reviewing anything uncertain.
Declarations page · ExtractionIllustrative- Upload dec pageRunning…
- Extract fieldsQueued
- Review flaggedQueued
- Approve to agency systemQueued
ResultReviewers touch 3 of 38 fields - Build 03
Agency system integrations
Connect your agency or policy management system to your CRM, accounting and reporting so data is entered once.
Agency system · SyncIllustrative- Connect agency systemRunning…
- Connect carriersQueued
- Map fieldsQueued
- Sync on scheduleQueued
ResultEntered once, synced to 4 systems - Build 04
Renewal and commission automation
Renewal pipelines with reminders, and commission statements reconciled against what you expected to be paid.
Renewals & commissions · WeeklyIllustrative- Due in 90 daysRunning…
- Remarket or renewQueued
- Match statementsQueued
- Flag short-paysQueued
ResultVariances caught the day statements land
These runs are illustrative: placeholder names and numbers that show the shape of the software, not a client’s results.
How it would run
A short path from conversation to code.
- 0130 minutes
Intro call
Tell us what's slowing the business down. We'll ask a lot of questions and tell you honestly whether we're the right people to help.
- 021–2 weeks
Discovery
We map the workflow, the systems and the constraints, then write up a plan with scope, timeline and cost you can hold us to.
- 03Weekly increments
Build
Working software early and a demo every week. You see progress in your own environment, not in a slide deck.
- 04Ongoing, if you want it
Launch and handover
We deploy, document and train your team, then stay on for support and improvements, or hand over cleanly.
Before the first call
Three questions worth thinking about.
No preparation needed, but these are where we’ll start.
- 1
Which carriers and portals does your team use every day?
- 2
Where do policy documents land today, and who reads them?
- 3
How do you reconcile commissions now?
Other industries
Insurance · Start a conversation
Let’s look at your workflow together.
A 30-minute call with the people who would do the work. No pitch deck, no obligation. You'll leave with an honest view of what's possible.
30 minGoogle MeetNo costLive slots on Google Calendar