An agency runs on quoting, servicing, and renewals, and a lot of that work is repetitive lookups and re-typing carrier details. Below is what our 7 services look like in an agency, each built around a licensed review, with the personal financial data you hold kept out of public tools. We run AI inside our own companies before we ever put it in yours.
Book a consult See all servicesWe built software for Dryden Mutual, so we know the insurance side of the house, how carrier data moves, and why accuracy and compliance are not optional. Across 20 years we have built custom database and workflow systems for firms that handle sensitive records, and we run AI inside our own companies every day. You get people who understand both the technology and the way an agency actually operates.
A walkthrough of your agency ranks quoting, policy servicing, and renewals by time spent. It usually shows renewal review and certificate requests alone are worth about 10 CSR hours a week.
We add an AI step to new-policy servicing that pulls coverage details into a client-ready summary and flags gaps against the carrier's guidelines. A licensed agent reviews it before anything goes out.
Quote follow-up, cross-sell offers, and renewal reminders run as one funnel in your agency's voice. A prospect who requested an auto quote gets a timely follow-up, and an existing client hears about umbrella coverage before renewal.
A custom tool reads a client's current declarations page and drafts a side-by-side comparison against a proposed policy. It wires into your agency management system, so producers stop building comparison spreadsheets by hand.
One dashboard tracks quotes issued, bind rate, renewals due, and commission by carrier. An overnight report shows the principal which renewals are 30 days out and which quotes went cold.
We give your team hands-on training and a written policy that keeps client dates of birth, driver's license numbers, and policy details out of public AI tools. That protects the personal financial data agencies are trusted with.
We turn on MFA for your agency management system and email, review who can reach client policy records, and address risks like a shared chatbot account retaining the client data staff feed it.
Picture a 6-person independent agency where the CSRs are underwater on renewals. We run an AI Readiness Diagnostic that ranks quoting, policy servicing, and renewals, and renewal review plus certificate requests come back as roughly 10 CSR hours a week. We add an AI step to new-policy servicing that pulls coverage details into a client-ready summary and flags gaps against carrier guidelines for a licensed agent to review, build a custom tool that reads a client's declarations page and drafts a side-by-side comparison against a proposed policy inside the agency management system, and stand up one dashboard tracking quotes issued, bind rate, renewals due, and commission by carrier with an overnight report. The principal now sees which renewals are 30 days out and which quotes went cold, first thing.
See our real case studies →If your CSRs got 10 hours back next week, would they go into servicing more clients, or into the renewals that keep slipping to the bottom of the pile?
Start with a conversation. A free 20-minute call, and if there is real work to do, a $250 AI Readiness Diagnostic, credited to your first month. Then you decide.
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