Industries Independent insurance agencies

For independent agencies re-typing the same data into every carrier portal.

Auto, home and general lines. The same client details get typed again for every carrier at every renewal.

A Blueprint often finds

See all 8

What a Blueprint often finds

Example · illustrative These are examples of what we look for, not results we've delivered.

Re-keying data into multiple carrier portals and raters

Example fix: Client details captured once, then prepared for each carrier portal and rater for your team to check
Commercial submissions and renewal remarketing

Example fix: Submission packets drafted from your files, and renewals flagged early enough to remarket
Personal-lines renewal reviews

Example fix: Renewal review summaries that flag the changes worth a call
Service requests: certificates, ID cards, endorsements, policy changes

Example fix: Request intake that drafts certificates, ID card emails and endorsement requests for a CSR to approve
Following up on leads and quotes

Example fix: Follow-up drafts on a schedule for every open quote
Cross-selling

Example fix: A list of clients with coverage gaps, with outreach drafts for your approval
Commission reconciliation

Example fix: Carrier statements matched against expected commissions, with mismatches flagged
CSR capacity

Example fix: Routine requests drafted and queued so CSRs spend their time on clients

What you run on now

What we add

We work with businesses doing $250K a year or more, and most of our clients are past $500K.

The Blueprint is free, and you keep it either way.

What it costs

Fixed price per phase, quoted after your free Blueprint. Monthly support after the build is optional.

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