Ten Workflow Systems.
One Protected Book of Business.
Each one targets a specific leak in your agency’s operations. We deploy them in the order that protects the most commission fastest — starting with whichever workflow is costing you the most today.
Policy Renewal Stewardship
A 90–120 day automated renewal sequence that reaches your clients before they shop elsewhere, collects updated exposures, flags at-risk accounts, and routes tasks to your producers — without anyone manually tracking a spreadsheet.
Certificate of Insurance Automation
The highest-ROI workflow we build for construction-focused agencies. Auto-populate COIs from policy data, validate against request requirements, flag coverage gaps, and track renewals. 3.5+ hours of daily staff work becomes a background process.
New Business Submission Packaging
ACORD 125, 126, 140 and supplementals assembled from your intake, matched to carrier appetite, and sent to 3–6 markets in parallel. What takes a CSR 2–4 hours per submission drops to minutes — with better market coverage and no dropped follow-through.
Lost-Quote & Lead Follow-Up Systems
82% of commercial buyers say they'd drop a broker over slow response. We build immediate-response systems that qualify, engage, and nurture every inbound lead and every unbound quote — so no opportunity goes cold.
Cross-Sell & Upsell Trigger Workflows
When a commercial client's payroll grows, when a mono-line account is missing an umbrella, when a policy milestone is hit — our systems scan your book and trigger the right outreach at the right time. Revenue that would have been missed is now captured automatically.
Client Onboarding Automation
First impressions determine long-term retention. We build structured onboarding sequences that collect documents, set expectations, introduce your team, and schedule the first review — automatically, from day one.
Direct-Bill Reconciliation & Commission Audit
Carrier statements arrive in a dozen different PDF and CSV formats. We parse them, match entries to your AMS, flag exceptions and missing commissions, and surface only what needs a human. Month-end stops being a firefight — and under-paid commission is caught systematically.
Claims Status Communication
Clients filing claims are anxious. Silence breeds distrust and accelerates churn. We build automated status update systems that pull from carrier portals and keep claimants informed at every stage — protecting the relationship through a difficult period.
Annual Review Scheduling Systems
Annual policy reviews are one of the highest-retention activities an agency can run — and most agencies never do them at scale because manual outreach to hundreds of clients is impractical. We automate the invitation, booking, reminder, and follow-up sequence.
Referral Generation Automation
The highest-quality new clients come from existing clients — but most agencies never systematically ask for referrals. We build automated referral campaigns triggered at the optimal moment post-onboarding, post-renewal, and post-claim resolution.
We don’t build all ten at once.
We start with the one system that’s costing your agency the most today — usually renewals or COIs — and expand from there. Each workflow earns its place before the next is scoped. No bloated roadmaps, no feature theatre.
Not sure which workflow to start with?
That’s exactly what the free audit is for. Thirty minutes, a written report, and a clear answer on where to begin.