Insurance
Your agents are toggling between three carrier portals, a rater, your AMS, and email — and somehow the client's phone number is different in all of them. We build unified agency management systems that centralize policy data.
What slows Insurance teams down
The average producer's day is a tab-switching marathon — three carrier portals, the rater, the AMS, and email, with the client's phone number spelled four different ways across them. Renewals slip because nobody owns the calendar, and cross-sell only happens when a client happens to ask. We don't add a sixth screen to the pile. We collapse client and policy data into one source everyone works from, then automate the tracking that keeps falling through.
What we fix for Insurance
Systems that fix it
- Unified client database with single-source policy and contact data
- Automated renewal pipeline with 90/60/30-day outreach sequences
- Digital claims intake workflow with automated carrier notification
- Cross-sell recommendation engine based on coverage gap analysis
- Automated commission tracking with carrier reconciliation
- Producer dashboards with pipeline, retention, and growth metrics
What changes for your business
- Clean data One source of policy and client data across systems.
- Retention Renewals worked 90/60/30 days out, automatically.
- Faster claims Intake and status tracked end-to-end.
- Growth Cross-sell surfaced from real coverage-gap analysis.
How we approach Insurance
We build a unified client database that becomes the single source for policy and contact data, so the number's right everywhere. A renewal pipeline works 90/60/30 days out automatically, so policies stop lapsing on their own. Claims intake goes digital with carrier notification built in, a cross-sell engine flags coverage gaps, and commission reconciliation runs against carrier statements. Producer dashboards surface pipeline, retention, and growth without anyone building a report.