Do you connect to carrier portals?
Whatever connects is listed in your build plan by day 10. We promise no portal link before then.
Insurance agencies
Every quote, request and carrier, with a name against it.
For insurance agencies doing $500,000 or more a year with 2 to 49 users.
Where it sticks
Quotes, service requests and carriers each get a stage, an owner and a place to look, so the work behind the policies is not carried by one producer.
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Sales: A quote goes out late, and nobody can see what is quoted, what is bound and what is lost.
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Operations: A change or a document request has no single owner and no status.
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Software: Nothing shows which carrier the agency places what with, or who owns each carrier relationship.
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Automation: Policy and contact details are retyped between the agency system, the quote tools and the calendar.
What we build
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Sales:
We build a pipeline staged by client: request in, details gathered, quote in progress, quote sent, bound and lost. A cover sheet for each quote is drawn from your agency's own wording. You stop chasing your inbox for the status of a quote. The dashboard shows each request, its stage and its owner.
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Operations:
Each service request gets one owner, a status and a due day that your agency sets. You stop being the default owner of every request. The queue on your dashboard shows an owner against every open item.
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Software:
On the 12-month term, one view of your carriers can be built from the build pool: the carrier, the contact, what the agency places there and who owns the relationship. The entries are your agency's.
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Automation:
We connect the tools your agency already uses so details are entered once, and we fix the automations we build when they break.
First 30 days
Your checklist begins with the items below, and the plain test for "done" sits next to each on the checklist.
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A CRM running by day 10, with quote, service and account stages.
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Quote requests from your web form and email arriving in one pipeline, each with an owner.
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A service request queue with an owner and a status on every item.
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The carrier view, mapped on your build plan.
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Written processes for quote to bound and for a service request, each step with one owner.
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Producers and service staff trained on their own tools, with the weekly call scheduled.
State rules apply.
FAQs
Who owns a service request?
Each one has a named owner and a status, so nothing sits without a person's name on it.
Can I see what is quoted, bound and lost?
Yes. The pipeline groups each request by stage, with its owner.
Who sets the due day on a service request?
Your agency does. The queue carries a due day on each open item, and your team fills it in.
Will my producers and service staff need training?
Each person learns the tools used in their own work, and your checklist shows who has finished.
Your first discovery call is free. After that, $500.
Book the discovery callThe price
Prices start at $5,000 a month
Prices in USD, plus applicable taxes
Our guarantees
If we fall behind, you stop paying.
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Day 1
Work starts.
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Day 10
Your CRM is running and your build is mapped.
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Day 30
Every department running.
Running means marketing, sales, operations, automation, AI and software are all working through your signed checklist.
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Day 90
Full effect.
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The Done-For-You Guarantee
Everything on your signed checklist gets done. Your checklist is built from your scope. If less than 70% of it is done by day 30, or by the end of any month, you stop paying until it is, and we keep working. Above 70%, we finish the rest at no extra charge.
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The One Less Hat Guarantee
By day 90, every hat your roadmap hands to us is off your head, including your software running your business on the 12-month term. If one isn't, you stop paying until it is.
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The Right-Person Guarantee
Don't click with a specialist? Tell us and we swap them within 5 business days. No charge, no limit, no reason needed.
Your part: the weekly call for the first 90 days, access to your tools in week one, approvals within 3 business days, your content and photos. Days we spend waiting on you don't count against us.
A billing pause covers your monthly fee. It doesn't cover ad spend, phone and text usage, tools in your name, or work quoted separately.
Start free
Hand off your first hat this month.
Tell us your industry and which hats you wear, and you'll know what to hand off first.
Your first discovery call is free. After that, $500.