We run the busywork your agency drowns in.
A commercial brokerage is an information-logistics business wrapped around insurance products. The money and the pain both live in the chasing, copying, and rekeying.
We automate that work — and your people keep doing the work only they can do.
We know how your agency actually works
It was never “quote and done.”
Outsiders think insurance is: get a quote, buy a policy, finished. You know the truth — it’s one long loop that never stops.
The myth
The reality
Every email is one of eight things.
Your inbox isn’t chaos — it’s a stream of events. Once you name them, you can route them, draft them, and chase them automatically.
Information Request
“Need updated payroll.”
Document Request
“Send the COI before we let the crew on site.”
Underwriting Question
“Explain the roofing exposure.”
Renewal Activity
“Policy expires in 60 days.”
Endorsement Request
“Add this vehicle to the auto policy.”
Claim Activity
“We need incident details to open the claim.”
Billing Activity
“Premium is past due.”
Audit Activity
“Provide the year’s payroll reports.”
What we take off your plate
The eight workflows that run your agency.
Every one is the same shape: request → gather information → take action → follow up. That’s exactly the shape automation is good at.
New Business
The sales workflow — 1 day to 3 months.
What we run for you
Intake structures itself, one set of facts fills every carrier app, loss-run requests go out and get chased, and the proposal assembles from the quotes that come back.
Renewals
The money maker — repeats yearly, forever.
What we run for you
Renewal windows surface 120 days early on their own, updated info and fresh loss runs get requested automatically, and remarketing is teed up before anything lapses.
Certificates (COIs)
Highest volume — hundreds per week.
What we run for you
A COI request is read, checked against the holder’s requirements, generated, sent, and filed — in minutes, not after the third reminder. Your certificate desk stops being a bottleneck.
Endorsements
Mid-policy changes, all day long.
What we run for you
Add a vehicle, a location, an additional insured — the change is captured, the missing details are collected, it’s submitted to the carrier, and the documents come back to the client.
Claims
You are coordinator, translator, and advocate.
What we run for you
Intake collects the incident details cleanly the first time, the right documents are pulled, and status moves between client and carrier without anyone living in their inbox.
Premium Financing
Overlooked — and full of paperwork.
What we run for you
Finance agreements are generated and tracked alongside the policy, so the extra paperwork and the extra commission don’t fall through the cracks.
Audits
A nightmare of chasing records.
What we run for you
The record request goes to the client automatically and follows up until it lands — so the workers-comp audit closes without weeks of email tag.
Litigation Support
Proving what coverage existed, and when.
What we run for you
Policies, certificates, claim files, and disclosure timelines are already organized and retrievable — so a discovery request is a search, not a fire drill.
What you actually get
For every seat in the agency.
Not features — outcomes. Here’s what changes for each person, in plain terms.
Producers & Owners
Time back to sell and to lead. Submissions go out the same day, renewals never sneak up, and the book’s health — appetite, commissions, trends — is visible without building a spreadsheet.
CSRs & Account Managers
The rekeying stops. One intake fills every form, certificates and endorsements process themselves, and the 4:47 p.m. follow-up you’d have forgotten happens on its own.
Service & Certificate Teams
No more drowning in COI requests. Certificates are generated and sent in minutes, audits and claims documents get chased automatically, and nothing sits unanswered.
Your Clients
The certificate they needed “in five minutes” actually arrives in five minutes. Questions get answered at 2 a.m. Their broker looks fast, organized, and on top of every detail — because now they are.
We speak your language
The documents that drive everything.
These six documents move almost every dollar in a brokerage. We handle each one by name.
Application
The fact sheet. No quote without it.
Loss Runs
The claims-history “credit report” underwriters live by.
COI
Proof of coverage — the most requested document there is.
Policy
The contract: coverage, exclusions, limits, endorsements.
Endorsement
A mid-term change to a live policy.
Proposal
Your recommendation, presented before binding.
How we get you set up
A clear path from first call to live.
No rip-and-replace. We build around the agency you already run, prove it on one workflow, then expand.
- 01
Discovery
Week 1We sit with your team and watch the real work — the inbox, the AMS, the carrier portals, the spreadsheets duct-taped between them. No assumptions; we learn how your agency actually moves.
- 02
Map & Connect
Weeks 1–2We map your objects — accounts, policies, carriers, tasks, documents — and connect your existing systems: your AMS (HawkSoft, EZLynx, AMS360, Applied Epic), your email, your phones, your forms. We replace nothing.
- 03
Build Around You
Weeks 2–4We build the automation around your process, not a generic platform around someone else’s. It speaks your carriers, your forms, and your naming — so it feels like your agency, sharpened.
- 04
Pilot One Workflow
Weeks 3–5We go live on the single workflow your team complains about most — usually certificates or new-business intake — and prove it on real volume before touching anything else.
- 05
Expand & Keep Humans in the Loop
OngoingOnce one workflow earns its keep, we extend to the next. Your people review and approve the work that matters — the judgment, relationships, and experience stay human. Always.
Your people stay in control. We remove the repetitive admin around the work — never the judgment, the relationships, or the experience. The people who know the business still make every call.
Start with the workflow you complain about most.
Bring us certificates, renewals, or new-business intake — whatever is wearing your team down. We’ll map exactly where the busywork disappears, and what it’s worth in your own numbers.