The Problem
Your brokerage is bleeding
time and money.
The average insurance brokerage loses thousands monthly to manual processes that should have been automated years ago. Here's where the damage is worst.
Renewal Shopping
Each renewal takes 25–30 minutes of manual quoting across carriers. Most brokerages only shop 40% of their book — leaving money and retention on the table.
25-30 min per renewalCommission Leakage
The average brokerage loses 21% of earned commissions annually to reconciliation errors, missed payments, and carrier discrepancies that nobody catches in time.
21% revenue lost annuallyCSR Replacement Costs
With 30% annual turnover in insurance service roles, you're constantly recruiting and training. Each CSR replacement costs $15–25k. Each producer costs $50–75k.
$15-25k per CSR replacedWhat We Automate
Six systems that transform
your operations.
Each system is custom-built around your existing management system, carriers, and workflows. No rip-and-replace — we plug into what you already have.
Quoting & Submissions
Auto-extract application data, generate comparative quotes across carriers, and pre-fill submissions — turning a 30-minute process into 3 minutes.
90% time reductionRenewal Processing
Automatically identify upcoming renewals, shop across carriers, generate comparison reports, and trigger client communications — 90 days out.
100% book shoppedClaims Intake & FNOL
AI-powered first notice of loss capture via web, phone, or email. Auto-route to adjusters, populate claim forms, and trigger workflow notifications.
75% faster processingCommission Reconciliation
Match carrier statements against your book, flag discrepancies automatically, and generate recovery reports — recapturing that 21% leak.
Recover lost revenueCompliance & Licensing
Track agent licenses, CE requirements, and carrier appointments. Auto-alert before expirations and generate compliance reports for E&O audits.
Zero compliance gapsClient Communication
Automated policy updates, renewal reminders, payment notices, and birthday/anniversary touchpoints — all personalized with client data from your AMS.
Always-on engagementHow It Works
Live in 48 hours.
Not 48 weeks.
We handle everything from audit to deployment. No IT team required, no disruption to your current operations.
Discovery Call
30-minute audit of your workflows, tech stack, and biggest operational bottlenecks.
System Design
We map automations to your specific AMS, carriers, and team structure.
Build & Test
Custom systems built and tested against your real data and workflows.
Deploy & Train
Go live with hands-on training. Ongoing optimization and support included.
The Results
Numbers that make owners
and ops managers smile.
These are the outcomes brokerages see within the first 90 days of deployment.
Operational Cost Reduction
Less manual processing, fewer errors, reduced headcount needs.
Faster Claims Processing
From first notice to adjuster assignment in minutes, not days.
Saved Per CSR Replaced
Automation handles the workload of 2-3 service reps.
Beyond Insurance
We also build automation systems for
Insurance is our specialty, but the same AI-first approach works across industries.
Marketing Agencies
Lead gen, reporting, client onboarding
E-Commerce
Inventory, fulfillment, customer support
Professional Services
Billing, scheduling, document workflows
Ready to stop paying people
to do a robot's job?
Book a 30-minute discovery call. We'll audit your workflows and show you exactly what can be automated — and what it'll save you.
Book Your Free Discovery Call