For insurance agencies and brokerages
Keep your management system. Lose the retyping.
A working suite for agencies: carrier quotes captured without the re-key, certificates and claims from one desk, renewals watched from carrier-confirmed dates, and plain-language answers about the whole book. It connects on top of the management system you already run.
See it on your business.
A 30 minute demo on the work you choose. You will leave knowing which agent your business would add first.
Request a demo Or call Sarah now, day or night.The old way
Where the money slips out.
The same client gets retyped into every carrier portal you quote.
Certificates, claims intake, and renewal outreach live in five tabs and a legal pad.
A question about the book waits for whoever knows where to look.
The new way
What your agent does instead.
Quotes without the re-key
Drop a census or the morning lead file and carrier quotes land on each record, captured off portals your reps are already signed into. Two quotes means call-ready before the first phone call.
Certificates and claims, one desk
Pick the policy, pick the holder, ship the ACORD 25. First notice of loss files clean from a link the insured answers, with the policy attached.
Renewals watched, never guessed
Carrier-confirmed dates drive the renewal radar, and a person on your team approves every message before a customer sees it.
Ask your book anything
Plain-language answers with exact counts, scoped to each producer’s own book. Built desk by desk with named testers inside a working agency.
This is one piece. See everything that runs for you.
Phones answered, leads worked, customers rebooked, reviews collected, quotes and paperwork handled, all in one connected system.
First agency partner in the market.
The first partner in a category directs what gets built next, and has it first. No competitor runs under your banner, and that protection gets written into the agreement. If the category is still open, being first is worth more than being early.
BookWorks. The desks that work the book.
agentQ
A group census into ranked plan quotes and a shareable comparison. The rate library is Montana today, with other states scoped at discovery.
Bindery
Large-group censuses out to carrier reps, proposals back on one comparison sheet, each group tracked to bound.
Shift
A chosen plan to enrollment.
ShiftHA
Home and auto leads into cards with captured carrier quotes.
Cert Desk
ACORD 25 certificates filled from the book while the caller waits.
Re-Shop
Carrier quotes gathered on upcoming renewals, lowest marked.
Policy Mover
A policy's facts laid out to copy into its new carrier.
Claims Intake
A first notice of loss, starting from the policy on the book.
RateWatch
Carrier rate libraries kept current, with changes worth a look flagged.
The Professor
Answers client questions from the agency's own materials. Personal ones go to an advisor.
Bookmark
Raises each client's next product at renewal.
See what you are leaving on the table.
Fifteen free minutes. We show you the revenue you are missing and how to capture it. You keep the findings either way.
Request a demo