Your CSRs re-key the same data into 5 carrier portals for every quote.
36,000+ independent agencies in the US face the same problem: healthy margins eaten by manual data entry, COI errors, and commission reconciliation that takes days instead of minutes.
Before & After
What your team does manually — and what it looks like automated.
Each row shows a real process your team handles today, paired with what it becomes once we build the system.
Commercial quoting
2-4 hrs/quoteRe-keying the same data into 5+ carrier portals per quote
Enter data once. System submits to all carriers simultaneously, returns comparative quotes.
COI generation
Manual per certificate5-10% error rate, compliance exposure on every mistake
Auto-generated from policy data with built-in validation. Errors caught before they ship.
Commission reconciliation
Days per cycleManual matching between carrier statements and agency records, revenue leakage
Automated matching pipeline reconciles carrier payments against expected commissions. Discrepancies flagged instantly.
Renewal processing
Manual trackingMissed renewals = lost clients, no systematic follow-up
Automated renewal pipeline tracks expiration dates, triggers outreach, and surfaces at-risk accounts.
Claims intake
Phone/email entrySlow response times, data errors from manual transcription
Structured intake forms feed directly into processing. No re-keying, no transcription errors.
The Math
What changes when manual work disappears.
Time recovered
15-25 hours/week of manual re-keying and reconciliation eliminated
Errors eliminated
COI error rate from 5-10% to near-zero with automated validation
What you get
Commission leakage caught automatically, renewals never missed
How We Build It
Three phases. Each one delivers working automation.
Discovery
2 weeks
We sit with your CSRs and watch how quoting actually works — which portals, which fields, where time disappears. We measure the hours and map the data flow.
Build
4-8 weeks per phase
Start with the highest-pain process (usually quoting or COI). Each phase automates one workflow completely before moving to the next.
Operate
Ongoing
We maintain integrations as carriers update their systems, add new carriers, and find the next manual process to eliminate.
Built on the same data pipeline and CRM automation engineering that processes thousands of records daily with automated matching.
Start with a 2-week discovery of one area.
Your CSRs re-key the same data into 5 carrier portals for every quote. We eliminate that.
Typical engagements: $25K–$150K, fixed-price per phase.