For independent insurance agencies with 2–25 staff
More policies. Less paperwork.
In independent agencies, a large part of the week goes to claims intake, submissions, renewals and typing the same data into carrier portals. We build systems that do that work, inside your agency management system and under your control.
01The pressure
What shapes an agency's week today
Clients expect a same-day answer when they report a claim
Every carrier has its own portal, its own forms and its own download format
Experienced CSRs are hard to hire and take months to train
State data security rules and E&O exposure demand a clean paper trail
Agency management system, email, carrier portals and e-signature are not connected
02Integrations
We build into the systems you already run
No new platform, no extra login. The system sits between your agency management system, carrier portals and inbox and connects them.
Product names are trademarks of their respective owners. No partnership implied.
03What gets built
Six systems that free up the most time in insurance agencies
Each one starts on its own, as a fixed-scope, fixed-price project. You see within weeks whether it holds.
Claims intake
Claims reported by email, web form or photos are captured, matched to the policy and logged as an activity in your agency management system. Missing details are requested from the client, and your team approves what goes to the carrier.
Submissions & application check
Applications are checked for completeness, missing documents and signatures are requested from the client, and the submission is prepared once everything is in. Your producer or CSR sends it.
Download & commission reconciliation
Policy downloads and carrier commission statements are matched against your book of business. Discrepancies land as a list with your accounting or service team.
Renewals & follow-ups
Upcoming renewals, premium changes and non-renewals are flagged per policy and routed to the responsible producer with lead time. Nothing depends on one person's memory anymore.
Service request triage
Requests for certificates, ID cards and policy changes are sorted by type, matched to the policy and prepared with a draft reply. Nothing goes out without approval.
Coverage documentation
Call notes, coverage options offered and coverage declined are assembled into one documented file per client. Review and sign-off stay with the producer.
04Data security & licensing duties
Compliance is architecture, not an add-on
We don't claim certifications. We build so the duties that apply to insurance agencies are met technically, and we show you how.
Client data protection (GLBA)
Systems run inside your tenant with least-privilege access, encrypted transfer and access logs. Nonpublic personal information is not copied to our side.
State data security rules
Many states have adopted the NAIC Insurance Data Security Model Law, and New York licensees fall under NYDFS Part 500. Every workflow we build is documented and logged so it fits into your information security program.
No coverage advice by software
No system we build recommends coverage or makes underwriting decisions. It captures, checks, reminds and prepares. Your licensed producers decide.
Your code, your infrastructure
Deployed in your environment. Source, infrastructure and documentation are transferred at close. For UK brokers: built to UK GDPR, with the records you need under ICOBS and the Consumer Duty.
05Our commitments
What you can hold us to
No slogans. Concrete promises you can measure us against.
Fixed price per project
You know the cost before we start. No hourly-rate blind flight, no surprises on the invoice.
Your code, your data
What we build belongs to you. Source, infrastructure and documentation are transferred at close. It runs in your tenant.
One person you talk to
You work with Jan and a small, fixed team. No rotating account managers, no ticket queue.
We keep running it
After go-live we don't disappear: monitoring, maintenance and ongoing development are part of the deal.
Questions from insurance agencies
Keep exploring
Related services and industries
Related services
All services →- Document intake & extractionClassify, extract and file documents
- Assistants & chat agentsAnswer, sort and hand off inquiries
- Client portals & self-serviceDocuments and status without email ping-pong
- Legacy & spreadsheet replacementOff spreadsheets, Access and one-off tools
- CRM & customer operationsContacts, inquiries and follow-up in one place
- AI governance & complianceClear rules for data and AI
Which workflow costs your agency the most time?
A short call, no commitment. We look at your workflows and tell you honestly what pays off.
Book a callReply within 24 hours