Insurance agencies and MGAs sit between clients and carriers, and that middle position means constantly re-entering the same data into different carrier portals, chasing renewal dates, and manually tracking claims status. We build automation that handles policy issuance, claims intake, and renewal tracking across the carrier systems you already work with, so your team spends less time on data entry and more time on clients.
What it solves
Re-entering data across carrier portals
The same client and policy data gets manually re-entered into every carrier's portal.
Renewals tracked by hand
Renewal dates are tracked in spreadsheets, and follow-ups depend on someone remembering.
Claims status scattered across systems
Claims status lives across carrier portals, email, and phone calls with no single view.
What you get
- Automated policy issuance workflows across carrier systems
- Claims intake and status tracking in one place
- Renewal tracking with automated client and carrier follow-ups
- Client-facing portals for policy and claims status
- Reconciliation checks that catch data mismatches between systems
Our process
01
Audit
We map how policies, claims, and renewals move across your carriers and systems today.
02
Build
We build automation around the carrier systems and workflows you already use.
03
Roll out
We launch it with your team and iterate on real usage.
04
Support
We keep it current as carrier systems and requirements change.
Who this is for
- Agencies managing policies across multiple carriers
- MGAs coordinating issuance and claims across carrier partners
- Teams chasing renewal dates and follow-ups by hand
- Operations reconciling client and policy data across disconnected systems