Insurance agencies
Client meetings on file, renewals on time
Compliance notes drafted from the conversation in the regulator’s format, and renewals tracked from your management system.
Built forQopia FinancialJSI Systems
- File notes get written from memoryBy hand
- Renewals live on a list and a calendarBy hand
- Coverage questions go to the same senior peopleBy hand
- Each carrier portal means re-keying the same clientBy hand
Sound familiar?
Where the time goes at insurance agencies
- CRM updates
File notes get written from memory
See howTodayFilled in after the meeting, once the details are gone.
With usEvery call, meeting and email reaches the right record on its own, and deals going quiet get flagged.
- Client follow-ups
Renewals live on a list and a calendar
See howTodayEach one chased with its own email.
With usEvery request is sorted and checked as it arrives, and no follow-up depends on anyone remembering.
- Team knowledge base
Coverage questions go to the same senior people
See howToday“Does this policy cover that?” answered from experience.
With usAn assistant that knows your firm’s documents, works inside your team’s tools, and shows its source.
- Data entry
Each carrier portal means re-keying the same client
See howTodayTyped again for every quote.
With usOne system becomes the record everyone trusts and feeds the rest, with alerts when they drift.
Proof
Already running at another firm
An insurance advisory practice filled in a compliance form from memory after every meeting. Now it’s drafted from the conversation in the regulator’s exact format, with gaps flagged.
Your options
Insurance agency automation: 3 ways to do it
Option 1
Buy software
Best whenYour agency management system has the renewal workflows you need.
Option 2
Build it in-house
Best whenSomeone can configure it and maintain the templates.
Where we fit
Bring in a partner
Best whenThe record starts as a conversation, or spans the AMS and carrier portals.
Systems worth looking at first
Applied Epic, Vertafore AMS360, EZLynx and HawkSoft hold the client and policy record, with carrier portals alongside.
What each one costs, and who keeps it running
- Buy software
- CostA subscription for each seat, and the time to set it up.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and again each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Insurance agencies
What to settle before you start
The record is regulated: it must match what the regulator and carrier require, and a licensed person stands behind it.
- Meeting notesChecked first
- Carrier portalFeeds it
- RenewalsFeeds it
- EmailFeeds it
Questions from insurance agencies
Will the form match what the regulator needs?
Yes. It’s built to the exact format, with missing fields flagged.
Who is responsible for the record?
The advisor who approves it, as today.
Does it work with our management system?
If it can share its records, yes. We check first.
Do you only work with insurance firms?
No. The same work shows up in every industry.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
A working session on how your firm actually runs. You leave knowing the first process worth fixing.