A CRM Built ForThe Book Of Business.
Agency management systems handle policies but ignore the pipeline that fills them. We build the whole path in one place: lead to quote to bind to renewal, with AI reading loss runs and dec pages so your producers sell instead of retype.
Sound Familiar?
- 01
Leads Outrun The Producers.
Quote requests arrive from web forms, referrals, and paid ads and land in a shared inbox. The prospect binds with whoever quoted first, and it usually is not you.
- 02
Submissions Are Retyped By Hand.
Loss runs, dec pages, and applications come as PDFs. A CSR keys the same numbers into three carrier portals, and a typo becomes a coverage gap.
- 03
Renewals Sneak Up.
Expiration dates sit in the AMS, but nobody works the renewal until the notice arrives. A remarket that should have started sixty days out becomes a fire drill.
- 04
Service Requests Fall Through.
Certificates, endorsements, and claims updates come by phone and email with no queue. The insured calls back annoyed, and E&O exposure quietly grows.
Your Workflow. Your System.
- Lead intake and routing
- Web, referral, and paid-ad leads into one queue, classified by line of business and routed to the right producer before the prospect calls the next agency.
- Quoting pipeline
- Every opportunity with its stage, carrier submissions, quotes, and bind status in one board with follow-up timers on each stage.
- AI submission intake
- Loss runs, dec pages, and applications parsed on upload: named insured, limits, prior premium, and claims history extracted into the file automatically.
- AI information chasing
- Missing-detail detection with automatic client follow-ups by email and text until the submission is complete, escalating to a CSR when it stalls.
- Renewal engine
- Expiration-driven triggers that start remarkets sixty and ninety days out, surfacing at-risk accounts before the renewal notice ever prints.
- Policy and service desk
- Certificates, endorsements, and claims requests as tracked tickets with SLAs, so nothing lives only in someone's inbox.
- Carrier and AMS integration
- Two-way sync with your agency management system and carrier downloads so the CRM orchestrates your stack instead of replacing it.
- Commission and book reporting
- Written and renewed premium, retention, and commission by producer and carrier in one place, without a spreadsheet export.
Three Moves, And The System Is Yours.
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We Come In
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
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We Build It
We scope it, then ship a working system built around your stages, your fields and your rules, with the AI integrations doing the paperwork.
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You Own It
The code, database and accounts belong to your business. You keep control, and we stay on for iteration if you want us.
Systems Like This, Live In Production.
No vertical-specific write-up yet for this industry, so here are two builds that prove the same muscle: document intelligence and an AI layer running at volume.
- Shehebar Law AI document intelligence for Shehebar Law.
- ReplyMagic An AI reply engine handling Instagram comments at scale.
Everything else lives in the work.
Before You Send A Brief.
How is this different from Applied Epic or EZLynx?
Those are agency management systems built around policy administration. We build the sales and service pipeline around how your agency actually works and connect it to your AMS. You own the code and the data, and the AI document work is native.
Is carrier and E&O sensitive data handled securely?
Yes. The system runs on accounts and infrastructure you own, with role-based access and a full audit trail. Loss runs and client financials are scoped so they stay in your environment, and every AI output is reviewed by a person before it is used.
Can it connect to our carriers and rater?
Yes. We integrate with your agency management system, carrier downloads, comparative rater, and e-sign instead of forcing a migration. The CRM becomes the layer that ties the pipeline to the policies.
How does the first insurance workflow roll out?
We start with one sales or renewal pipeline and its document handoffs. Your team reviews the assignments, follow-ups, and connection to your AMS before we extend the workflow to other lines.
Does it work for both personal and commercial lines?
Yes. We shape the intake, quoting, and renewal flows to the lines you write, whether that is personal auto and home, commercial packages, or benefits, so the system matches your book instead of a generic template.
Your Book Is The Business.Own The Pipeline.
Let’s Build What’s Next.
Bring the business problem. We’ll talk through what would make a difference and where to start.