For US independent P&C principals running a $1M to $20M book.
Get back 15 CSR hours a week.Without switching your AMS this quarter.
Mahoney & Sons (Tulsa, 4 producers) cut policy checking from 9 hours a week to 40 minutes in 11 days. We run the back office on AI. We migrate your book in 30 days. You keep the producers, the carriers, and the relationships.
No card required. 14 day pilot on one book of business. 30 day money back if you walk away. You keep the audit deliverable.
The 90 Day Agency Audit and Migration
What is included
| Component | Stated value |
|---|---|
| Full AMS to BrokerageAudit migration, under 30 days, done for you | $18,000 |
| Commission Leakage Audit report (carrier by producer) | $8,500 |
| E and O Exposure Scan (binder vs. policy vs. required coverages) | $7,500 |
| Total value | $62,000+ |
| Your investment | $6,000/mo x 3 = $18,000 |
$47,200
Commission leakage we surfaced for Reed Insurance (Boise, $4.1M book) on 3 carrier statements in 11 days
9 hrs to 40 min
Weekly policy checking at Mahoney & Sons (Tulsa, 4 producers) after week 2 on BrokerageAudit
27 days
Median managed migration from Applied Epic to BrokerageAudit across 14 agencies in 2025
From our design-partner interviews
“By Friday afternoon my CSRs have re-keyed the same client into the AMS, the rater, three carrier portals and a spreadsheet. Nothing reconciles. I don’t know my real loss ratio until the 15th of the next month.”
Composite quote from agency principals we’ve interviewed, $1M to $8M revenue, commercial P&C generalists.
The problem
Why does every renewal Friday feel like a fire drill?
Your AMS cannot quote. Your CRM does not know what a policy is. Five carrier portals do not talk to either one.
CSR time goes to re-typing. COIs lapse quietly. Principals see the real book a month late. The fix is not another tool on top. See the 38 checks an E and O carrier expects.
What changes
What does the first week on BrokerageAudit actually look like?
Day 1, we pull your book off the legacy AMS. Day 4, every client has one record. Day 7, AI is reading your inbound ACORDs and loss runs and flagging coverage gaps before renewal.
Your producers sell. Your CSRs stop re-typing. You read the book at 9 a.m., not on the 15th of next month.
What you get
Quote, service, renew, from the same record.
Each module replaces a category of tool your agency is paying for today. They share a client and policy record, so a change in one place shows up everywhere.
Quoting
Intake once. We match to carrier appetite, generate ACORDs, and track every quote through to bind.
Compliance
Binder-to-policy checks, COI issuance and endorsement tracking run on every account, not when someone gets to it.
CRM
Policies, renewals, producers and household relationships are first-class, not custom fields bolted onto a generic CRM.
Agency Ops
Tasks, documents, commissions and reporting on the same record producers quote against and service from.
Why this is different
Not a CRM with insurance fields.
Not another AMS with an AI button.
Policy, renewal, endorsement, COI and appetite are first-class in the schema, not custom fields. The AI reads the documents insurance actually runs on (ACORDs, carrier policies, loss runs) instead of bolting a chat widget onto a generic CRM.
- One record for a client: policies, COIs, quotes, tasks, commissions attached
- AI that reads ACORDs, carrier policies and loss runs out of the box
- Policy checks and COI expiry run continuously, not at renewal
- We do the migration off your legacy AMS, you keep selling
Insurance glossary
Look up the term, then see how we automate it.
Plain-English definitions for CSRs, producers and ops leads. Every entry links to the platform feature that handles it.
Coverage glossary terms
CGL, BOP, umbrella, excess and the layers brokers explain on every renewal.
ACORD form glossary
ACORD 25, ACORD 28, ACORD 125 and the supplements your CSRs fill in daily.
Compliance glossary terms
Surplus lines tax, additional insured language, waiver of subrogation, audit triggers.
Agency operations glossary
Loss run, binder, endorsement, certificate request, renewal triage explained.
From the blog
Field-tested playbooks for agency operators.
Long-form guides on the workflows that actually move E and O exposure, CSR hours and commission income.
Read the full guide on how COI verification actually works
Step by step, from request inbox to verified certificate against the underlying policy.
Read the binder to policy checking checklist used by E and O carriers
The 38 checks that catch the discrepancies most likely to trigger an E and O claim.
Read the playbook for migrating off Applied Epic without losing data
What we extract, what we map, and the guardrails we run before cutover day.
Read the commission reconciliation guide for independent agencies
How to find the 3 to 5 percent of commissions most agencies are quietly losing.
Done-for-you
We migrate your book and run the back office.
For agencies that don't want to lose a quarter to an implementation. We pull your book off the old AMS, configure workflows around your lines of business, and run daily operations: policy checking, COI issuance, renewals triage, on your behalf.
See your leak report on the call. Walk away with the deliverable.
45 minutes with a licensed agency ops specialist. We pull a sample from your current stack, surface the leakage, and hand you a dated migration plan before the call ends.
No card required. 30 day money back. Composite agency examples above use anonymized profile data from US independent P&C agencies on the platform.