We Only Work With
Independent Insurance Agencies.
Generic automation consultants don’t understand the renewal cycle, COI workflows, or the commission-based economics of your book. We do. That’s the only kind of work we take on.
of agency frontline staff report burnout
Liberty Mutual 2025 Independent Agents Study
industry-average client retention rate
Industry benchmark data
average commercial commission at risk per lost client
Based on industry commission averages
Generic automation doesn’t work in insurance.
The difference between a workflow that protects commission and one that annoys clients is industry context. We’ve built ours.
We understand the renewal cycle.
We build around the 90-day renewal window, not against it. Our workflows respect carrier submission timelines, client communication norms, and the rhythm your producers already operate in.
We understand COIs.
Certificate generation, tracking, renewal reminders, and compliance logging. We treat COIs as a first-class automation target because we know what they cost your team.
We understand commission-based economics.
Every dollar of protected renewal commission is a dollar of recurring, compounding value. Our ROI math is built around the multiple of EBITDA you’ll eventually sell for — not vanity metrics.
We understand carrier and agency management systems.
AMS360, Applied Epic, EZLynx, HawkSoft, NowCerts — we integrate with the systems you already use, rather than forcing you to migrate.
The agencies we’re built for.
Commercial Lines Agencies
Complex renewals, COI-heavy accounts, multi-policy clients. We automate the work that eats your account managers alive.
Personal Lines Agencies
High client volumes, tight margins, retention-dependent economics. We build the touchpoints you can’t manually sustain.
Mixed-Book Independent Agencies
Personal + commercial under one roof. We design workflows that handle both without duplicating effort.
Specialty & Niche Agencies
Trucking, construction, professional liability, habitational. Vertical-specific follow-up and compliance workflows.
Growing Agencies (2–25 Producers)
Past the solo stage, not yet enterprise. The operational leverage gap is where we add the most value.
MGAs & Wholesale Brokers
Submission management, carrier follow-through, retail agent communication — automated where it matters.
What your agency looks like after we’re done.
- Protect renewals that would otherwise slip through the cracks.
- Recover 40+ hours of weekly staff time across your account managers.
- Respond to inbound leads in under 5 minutes — automatically.
- Run annual reviews at scale without adding headcount.
- Generate COIs in the background while your team focuses on relationships.
- Build a systematic referral engine from your existing book.
- Lift retention from 84% toward 91%+ — compounding commission year over year.
Ready to see where your agency is leaking?
A 30-minute audit. A written report. No cost. No obligation.