Insurance Agencies

Independent Insurance Agencies

400K+ agencies · $500K–$10M revenue · Automation potential: High

The problem

Your CSRs spend 30–40% of their day on comparative quoting — pulling rates from multiple carriers, building side-by-side comparisons, then manually entering the data into your agency management system. Meanwhile, renewal tracking lives in someone's head (or a spreadsheet), claims follow-ups are inconsistent, and prospective clients sit in your pipeline too long without hearing from you.

You're paying $150–$500/month for Applied Epic or HawkSoft, plus separate tools for email marketing, document management, and CRM. None of them talk to each other particularly well.

What we automate

Comparative quoting — AI pulls rates across multiple carriers automatically. What took a CSR 45 minutes takes 5.
Renewal pipeline management — Automated tracking and personalized outreach sequences. No more renewals slipping through the cracks.
Claims status monitoring — Proactive client updates without your team having to check and call manually.
Document extraction — AI reads policy documents and populates your systems. No more retyping from carrier PDFs.
Lead scoring and nurture sequences — Prospects get the right follow-up at the right time, automatically.
Compliance and E&O tracking — Automated documentation that protects you.

The numbers

$2.5K–$6K

monthly savings potential

70%+

reduction in quoting time

30–40%

of CSR time freed up

Quoting alone consumes 30–40% of a CSR's time. AI reduces that by 70%+. That's not a minor optimization — it's giving you the capacity of an additional CSR without the hire.

Stop quoting manually

Let us show you how much time and money your agency is losing to processes that should be automated.

Book your audit →