Quote intake
Shoppers captured, rated across your carriers, and routed to a producer before the lead goes cold.
We set up the automation your agency can't staff.
Your team knows the work. We put the software in place that does the repetitive part of it, connect it to the system you already run on, and stay on to keep it working.
Saturday 10:12 AM · Office closedQualified and routed
- 10:12 AMInbound
Call answered on the second ring
“My auto renewal went up four hundred dollars. What else can you do?”
- 10:12 AMCaptured
Name, address, date of birth, two vehicles, two drivers
- 10:13 AMVerified
Prior carrier and continuous coverage confirmed, no lapse
- 10:13 AMRated
Comparative rating run across six carriers
EZLynxThree eligible, indicative range prepared for the producer
- 10:14 AMConfirmed
Text to the caller: information received, three carriers look competitive, licensed agent calling Monday at 9:00 AM
- 10:14 AMBooked
Callback held on the producer's calendar, brief attached
- 10:14 AMLogged
Lead created, source recorded
EZLynx
- Routed2 minutesproducer briefed before Monday
We work in the system you already run on
- Applied Epic
- Vertafore AMS360
- EZLynx
- HawkSoft
- QQ Catalyst
- Momentum
Your agency runs on people doing things by hand. It never shows up as a line item.
7 quote requests unanswered
8:02 AM
11 voicemails
8:04 AM
Auto quote — 3 carriers left to rate
8:06 AM
6 auto ID card requests
8:07 AM
Landlord DP-3 quote requested
8:09 AM
14 nonrenewals to remarket
8:11 AM
3 calls dropped
8:12 AM
Homeowners quote pending roof age
8:14 AM
Quote follow-up, 4 days cold
8:17 AM
Mortgagee change for a refi
8:19 AM
“My premium went up 38%”
8:23 AM
FAIR Plan wrap to quote
8:26 AM
Roof photos requested by carrier
8:29 AM
Evidence of insurance for escrow
8:31 AM
Teen driver quote — 2 carriers declined
8:33 AM
Payment failed, policy lapses Friday
8:34 AM
Vehicle sold, needs removal
8:36 AM
Quote expired, client called back
8:37 AM
Handled before your team sits down.
Quotes going cold
Shoppers call several agencies and buy from whoever answers first. Tomorrow's callback is already too late.
Service slipping
Requests age, calls go unanswered, and the client shops you at renewal.
Claims reported after hours — missed FNOLs
Water in the basement at nine at night. If nobody answers, the client calls the carrier direct.
Payroll as the only lever
The only way to handle more volume is to hire, and every hire takes months to ramp.
Licensed staff doing clerical work
The most expensive people in the office are re-keying PDFs.
Not a report. A running system.
Your existing stack, nothing torn out.
We work inside the management system you already run on. Nothing to migrate, nothing to rip out.
Chosen for a nine-person agency, not a nine-hundred-person brokerage.
The right tool for your size, configured around how your office actually works.
Owned end to end, then kept running.
We don't hand you a login and disappear. We're on the hook after go-live.
The work we automate.
Inbound calls
Every call answered, resolved or routed, at any hour. Balances, payment links and reinstatements included.
First notice of loss
Claims taken after hours, filed with the carrier, and the claim number texted back the same night.
Renewal remarketing
Nonrenewals re-shopped across admitted carriers, surplus lines and FAIR Plan wraps.
Policy changes
Mortgagee changes, vehicle adds, address updates, endorsement requests.
Document intake
ACORD forms, declarations pages and carrier inspection reports read and filed into your system.
What that adds up to.
Worked exampleNine-person agency
- Routine requests handled without staff
- 0of 412 per weekcertificates, ID cards, billing, mortgagee changes
- Hours returned to your team
- 0per weekwork moved off licensed staff
- Calls recovered
- 0per weekpreviously went unanswered
- Hours of coverage
- 0was 45every hour of every day
- Requests closed same day
- 0%was 12%median turnaround now under six hours
- Annual labour cost returned
- $0just over half a service seat
What we commit to
Six weeks
from kickoff to live
Fixed price
quoted before we start
Baseline first
measured before anything is configured
Fee credited
the audit cost comes off implementation
Your clients. Your license. Written limits.
Before anything goes live we write down what the software may say to your clients and what it must hand to a licensed person. That document is a deliverable, not an afterthought.
Consent and disclosureCall retentionEscalation rulesCoverage-advice boundary
General information, not legal advice. We work alongside your counsel and your E&O carrier, not in place of them.
How the work actually runs.
01
Measure
Two weeks of your real operations before anything gets configured.
02
Choose
We pick from software that already works. We don't write custom code.
03
Connect
Wired into your management system so nothing gets re-keyed.
04
Train
Your team, your procedures, revised roles. The step that decides whether this survives.
05
Document
The compliance boundary, in writing.
06
Operate
Tuning, new request types, monthly scorecard, quarterly review.
Bring us the worst manual process in your agency.
The one your team dreads doing by hand. Give us fifteen minutes and we'll show you what fixes it — or tell you honestly that it isn't worth automating.