For insurance brokers, MGAs, RIAs, and CPA firms. Tell us the job. We come back with a straight answer, build it, and run it on retainer.
Straight answer within one business day. Buildable or not.
Different industries, the same few leaks. If one of these sounds like your week, that's the conversation.
Premium hides in the book and dies on voicemail after hours. We build the systems that recover both.
for brokers →Underwriters burn their day on submissions that were never writeable. We build the triage that stops it at intake.
for MGAs →Advisors sell while paperwork eats the week. We build what hands them the week back.
for RIAs →Busy season is won or lost before it starts, on which files showed up complete. We build the chase that completes them.
for CPAs →Adjacent firm, adjacent job? The list isn't a fence. Describe the job in three sentences and we'll say buildable or not.
Costs nothing to ask →We're not here to convince anyone the technology matters. You already decided that. Bring the job you want done and we'll tell you in one business day whether we can do it, what it takes, and when it runs.
Retainers, not projects. We design the system, build it, wire it into how your firm already works, and stay to run it. Every month you get a report with numbers on it. If the numbers stop justifying it, you should cancel.
Our founders closed buy-side M&A through these shops. The engineering bench ships from the rest.
Microsoft
FENIIX
Three sentences. We answer within one business day: buildable or not, what it takes, when it runs.
Wired into the tools your firm already runs. Your data doesn't leave your walls. No new logins for your team to learn.
Monthly retainer, monthly report with numbers. Every report ends with the honest read, including the one where the answer is stop.
Client PII, PHI where it applies, policy and account data: processed inside systems you control, under zero-retention terms. Never used to train anything. That is how every engagement runs.
Not a deck. Not a dashboard login. One page, numbers on it, the same day every month. This is the format; the numbers will be yours.
Renewal proposal drafts wired into the AMS. Loss-run ordering live for two carriers.
Bind-versus-quote discrepancy check, first pass against October binds.
A monthly retainer, scoped before anything starts. No build fees, no surprise invoices, no hourly billing. Engagements start at $10,000/mo. If that's more than the job is worth, we'll say so on the first call. For scale: one reclaimed producer day a week is worth more than the retainer, and this one doesn't quit in March.
First system live in six weeks, tuned after that. Six-month minimum so we can stand behind the numbers, then month-to-month.
In systems you control. Models run under zero-retention agreements: processed, never stored, never trained on. Every engagement, no exceptions.
Zero-retention model configuration, isolated environments scoped to the engagement, named-access-only, destroyed with a certificate at offboarding. We'll sign your engagement letter's confidentiality terms. And yes, we've heard of 7216.
Good. We're not either of those. We ship working systems and stay to run them. Your IT department has a full-time job already and your consultants leave with a deck. We leave with the thing running.
Nothing about how it works. You need to know the job. That's the whole engagement from your side: three sentences, one call, then a monthly report.