The book is hiding revenue.
The phones are losing it

Insurance brokerages don't have an AI problem. They have a book that hides revenue and a service desk that eats producers. Here is where we start.

Where we'd start

Every brokerage we've looked at has the same first two leaks: the book itself, and the phones. So that's where we start. Not with a platform, not with a roadmap. With the system that pays for the rest.

The book mine. Your AMS already knows which accounts carry a commercial policy but no benefits, a P&C policy but no life, a renewal that quietly lapsed last quarter. We build the system that finds them and runs the outreach that converts them. On a typical book that's six figures of premium you already own but haven't written. It reads like found revenue because it is.

The phone. Inbound quote requests answered in seconds, around the clock, in your shop's voice. Every unanswered quote request is a policy your competitor binds. The two-day callback is how the account down the street wins your renewals.

Once those two run, the rest of this page is paid for and the only question is what's next.

Then the rest of the shop

Growth

  • Mine the book for unwritten lines and run the outreach that converts them.
  • Answer inbound quote requests in seconds instead of two days.
  • Flag accounts likely to lapse before the renewal date passes.

Producer capacity

  • Cut submission prep from hours to minutes so producers quote more accounts.
  • Build renewal proposals automatically from expiring versus new terms.
  • Order and summarize loss runs without an account manager in the loop.

Clean operations

  • Check bound policies against quotes before a discrepancy becomes an E&O claim.
  • Issue certificates without an account manager touching them.
  • Clean and household the AMS data so everything above actually works.
  • Onboard acquired agencies onto one process instead of six.

Your job not on the list? Good. The list is where we usually start, not where we stop. Tell us the job in three sentences and we'll come back with a straight answer: buildable or not.

What we find in a typical engagement

The same four leaks, in nearly every book we open. None of it takes a crystal ball. It takes a system pointed at it.

21x
The phone

The odds of qualifying an inbound lead fall twenty-one-fold when the first response slips from five minutes to thirty. The two-day callback isn't slow service, it's a lost account.

2x
The book mine

Multi-line clients renew at roughly twice the rate of single-line clients. The unwritten second policy is the one that keeps the first.

~30%
The householding

Contact data in a typical book decays by about a third each year. The AMS knows a little less every quarter it goes untouched.

1 in 3
The lapse flag

A record share of commercial customers shopped their renewal last cycle. Accounts about to lapse almost never announce it.

Built and run, on retainer

Your data doesn't leave your walls. No new logins for your team to learn.

Integrations include but aren’t limited to: Applied Epic · AMS360 · HawkSoft · EZLynx · Outlook

Monthly retainer, monthly report with numbers. If the numbers stop justifying it, you should cancel. We'll say so first.

What the retainer covers: both starting systems, then whatever the book surfaces next, one line at a time. At one unwritten commercial policy a week, the commission alone clears the retainer. At two, it's the best spend on the page.

412outreach sent 17policies bound from mined lines 98.2%quotes answered under 60 sec $214,000premium written, mined

Tell us the job.

Book a call →

Straight answer within one business day. Buildable or not.