Grow Your Book.
Not Your Back Office.
We build AI-powered workflow systems for commercial insurance brokerages — cutting repetitive work out of servicing, renewals, submissions, documents, and email, inside the systems your team already uses.
Built around your existing process and software. Human review where the work matters.
A commercial brokerage runs on information that lives in too many places.
Email, PDFs, spreadsheets, the agency management system, carrier portals, client documents, applications, submissions, renewals, service requests. Every account touches most of them. So your most valuable people spend their days reading, extracting, organizing, transferring, chasing, and re-entering the same information — work that grows in direct proportion to revenue.
That is the ceiling on capacity. It is also the part of the work that software is genuinely good at.
The bottleneck
Where your team loses time
None of this is complicated work. That is exactly the problem — it is expensive people doing work that does not require them.
Renewal prep starts from scratch
Pulling the expiring policy, loss runs, exposures, and last year's file by hand before the real work can begin.
Submissions built by copy-paste
The same account data retyped into applications, carrier portals, and submission emails, one destination at a time.
Documents read and re-keyed
ACORDs, dec pages, loss runs, and schedules arrive as PDFs. A person reads them, then types them into a system.
The inbox is the real queue
Certificate requests, endorsements, billing questions, and carrier replies triaged by hand, all day, by whoever is fastest.
Chasing missing information
Loss runs, payroll, schedules, signatures — requested, forgotten, remembered, re-requested. Tracked in someone's head.
Moving data between systems
The same fields entered into the AMS, then the spreadsheet, then the portal — because nothing talks to anything else.
Rough math
How many hours a year is that?
Put in your own numbers. This measures the size of the problem — not what we claim to solve.
Your numbers
Rough inputs are fine. The point is the order of magnitude, not the decimal.
Where that lands
It is your own arithmetic on where the hours go. How much of that work can actually be automated — and how much shouldn’t be — is what the workflow assessment determines.
What we work on
Workflows we can improve
These are examples of processes we evaluate, not a product menu. What gets built depends on where your hours actually go — which we measure before we propose anything.
Renewal Preparation
Prior-term data, documents, and exposures assembled before an account manager opens the file.
Not every workflow should be automated. Part of the assessment is telling you which ones shouldn’t be — and why.
How it works
Map, build, measure
Three steps, in order. We don’t propose a build until we’ve watched the work happen.
Map the workflow
We sit with your producers, account managers, and service staff, follow how work actually moves, and identify which bottlenecks are expensive enough to be worth engineering.
Design and build
We implement the automation around your existing systems — no rip-and-replace — with human review at the points where judgment belongs, and clear handling for the exceptions.
Measure, then expand
We track what actually changed against how the work ran before. The next workflow only gets built when the first one has earned it.
Under the hood
What one automated workflow actually looks like
AI is one component inside a system with validation, review, and logging around it. That structure is the difference between an automation you can trust and a demo.
- 01TriggerA document arrives, an email lands, or a renewal enters its window.
- 02RetrieveRelated records, prior-term data, and files are pulled together.
- 03ExtractDocuments and messages are turned into structured fields.
- 04ValidateValues are checked against your data and your business rules.
- 05Human reviewA person approves, edits, or rejects before anything is written.
When it isn’t clean
Routed to a person
The item goes to a review queue with the source document attached. Uncertain output is never written into your systems silently.
Chased and tracked
The missing item is requested from the insured or carrier, then tracked until it arrives — with escalation to your team if it doesn't.
Either way
The same shape applies whether the workflow is a renewal, a submission, an inbox, or a document queue.
The outcome
More business through the same team
The goal is not a smaller team. It is a team whose workload stops scaling one-for-one with the book.
How it runs today
- Renewal prep begins with an hour of file archaeology
- Documents are read by a person and typed in by the same person
- The inbox is triaged manually, all day
- Outstanding items are tracked in memory and reminders
- The same data is entered into three systems
- Capacity grows by hiring
How it can run
- The renewal file is assembled before anyone opens it
- Documents arrive already structured, ready for review
- Inbound requests are classified and routed with context
- Outstanding items are tracked by the system, not a person
- Data is entered once and moved automatically
- Capacity grows by removing work
Servicing capacity
Handle more accounts without adding headcount at the same rate.
Less manual entry
Information captured once and reused, instead of retyped.
Fewer dropped threads
Follow-ups and missing items tracked to close, systematically.
Better use of your people
More time on client work and coverage judgment, less on admin.
Why us
Engineering discipline, applied to insurance operations
Insurance workflows carry consequences, so they need to be built like systems that carry consequences — with review, logging, and a clear answer for what happens when something is unclear.
Human in the loop
Consequential work is drafted, then approved by a person. Coverage decisions and client advice stay with your team.
Built around your stack
We fit the systems you already run rather than asking you to adopt ours. No migration as a precondition.
Auditable by design
Every automated step is logged with its source, so the work can be inspected, explained, and corrected later.
Security-conscious engineering
Least-privilege access, data kept inside your systems where possible, and the design documented for your own reviews.
Honest scoping
We'll tell you which workflows aren't worth automating, and where the reliable ceiling is, before you spend anything.
Direct access, by design
We're early and deliberately small. You work with the people building the system — no account layer in between.
FAQ
The questions owners ask first
What do you actually build?
Workflow systems. Software that connects the tools you already use, with AI applied to the parts that involve language and documents — reading, classifying, extracting, drafting. It's delivered as working automation inside your operation, not a platform your team has to migrate onto.
Do we have to change our agency management system?
No. Whether you run Applied Epic, AMS360, EZLynx, HawkSoft, or something else, we build around it. Where a system has no clean integration path, we'll say so during the assessment and design around that constraint rather than pretending it isn't there.
Are you replacing account managers?
No. The goal is capacity, not headcount reduction. Automation handles retrieval, extraction, movement, and tracking. Judgment, relationships, and coverage decisions stay with your people — and consequential steps require a person to approve them.
How accurate is document extraction?
Accuracy depends on your documents, so we don't publish a number we can't stand behind for your files. We measure it on your actual documents during the assessment, set confidence thresholds with you, and route anything below the threshold to a person instead of writing it into your systems.
What happens when the automation gets something wrong?
That case is designed for up front. Uncertain output goes to a review queue with the source document attached, exceptions escalate to a named person, and every step is logged — so a mistake is visible and correctable rather than silent.
How do you handle client data and security?
Least-privilege access, data kept inside your existing systems wherever the workflow allows, and every automated action logged. We document the design so your E&O and cyber reviews have something concrete to evaluate. We don't hold certifications we haven't earned, and we won't claim otherwise.
How long does the first workflow take?
It depends on the workflow and how quickly we can get access to the systems involved. We scope and price a specific piece of work before building, so you're not signing up for an open-ended engagement.
You're early-stage. Why work with you?
Because you get the people building the system rather than a support tier, and scope shaped around your brokerage instead of a roadmap. We'd rather earn the second workflow than oversell the first — which is also why the assessment tells you what not to automate.
Next step
Find out what your team
could stop doing
A workflow assessment: we map how work actually moves through your brokerage, identify the repetitive workload worth automating, and tell you plainly where it’s realistic — and where it isn’t.
Working session · written workflow map · no obligation
- 1
We walk the workflow with you
A working session with whoever actually does the servicing — how renewals, submissions, documents, and the inbox move today.
- 2
We map where the hours go
You get a written map of the repetitive workload, and which parts are realistic automation candidates against what they'd cost to build.
- 3
You decide what's worth building
One workflow, scoped and priced, or nothing at all. The map is yours to keep either way.