Certificates, renewals, and re-keying the same client data into four carrier portals. We automate that and apply AI where it fits, front office or back, using the systems your agency already runs.
From the Big "I" ACT 2026 Tech Trends Report, a national survey of independent agency members, and Stanford's 2026 AI Index. Your own trade data, not a vendor's.
33% are only experimenting. Almost the whole industry is still figuring this out.
Efficiency and staff productivity are the reasons cited. Your competitors are working out how, not whether.
Data privacy is the top concern, at 24%. Adoption is running ahead of governance.
Up 130% year over year. This is infrastructure spending, independently measured by Stanford HAI.
Most agencies are not under-investing in tools. They're under-integrating them.Independent Agent Magazine, Big "I", July 2026
Not sure where your agency lands on this? Find out in a 30-minute call.
Book Your Free Strategy Session →Not a platform, not a bot to babysit. We remove the manual steps and apply AI only where it earns its place.
COIs, renewal chasing, re-keying client data across carrier portals, policy checking, commission reconciliation. The spreadsheet that quietly runs your agency is a specialty.
Intake that routes the moment it arrives, instant acknowledgements, status answers on renewals and claims. Your people keep the relationship. Optional.
Train staff to use AI properly in real agency work. 55% of agencies have no written AI policy — we often write that first.
Data privacy is the industry's #1 AI concern, ahead of cost and accuracy. Any consultant who waves that away is telling you something.
If a workflow can run in your existing AMS or licensed tools, that's the version we build. We'd rather turn on what you own.
55% of agencies have none. We help put one in place: what data goes where, who reviews output, where sign-off sits.
Automation handles retrieval and routing. Coverage advice and binding keep a human in the approval seat, by design.
Every workflow is documented in plain language — what triggers it, what it touches, where the record lands.
Fixed-fee or phased build, month-to-month after. We earn continued business by delivering.
We work with agencies free to choose their own tools, not carriers dictating a captive tech stack.
Questions about how this works with your carriers or E&O coverage? Ask us directly on the call.
Book Your Free Strategy Session →Put in your agency's real volumes. Nothing is sent anywhere or stored.
An arithmetic estimate for discussion only, not a promise of a result. What's actually reducible depends on your systems.
Nobody goes from spreadsheets to automated in one step. This is the order that holds up.
30 minutes. We learn how your agency runs today: AMS, carriers, biggest pain points. You leave with 2-3 automation moves mapped out, no prep required.
Written AI use policy, data boundaries, and human approval points, decided before deployment, not after.
One high-volume process, end to end, live in real conditions before we touch anything else.
Next workflows move faster once the first is proven. Staff trained, documentation is yours.
30 minutes. You leave with 2-3 automation moves mapped to your agency, whether you hire us or not. No decks, no sales pitch.