For US independent agency principals, $500k to $10M revenue
Stop hiring CSRs to fix your software.We migrate your book in 27 days and run the back office.
Crowley Insurance (Albany, 7 producers) replaced their AMS, CRM, rater, three carrier portals and a Dropbox in 24 days. They recovered 11 CSR hours a week. Their next renewal cycle ran without a single late COI.
No card required. 14 day pilot on one book of business. You keep the migration scoping document either way. Composite agency profile, real anonymized timeline.
27 days
Median Applied Epic to BrokerageAudit migration in 2025, across 14 agencies
11 hrs/week
CSR hours Crowley Insurance (Albany, 7 producers) recovered in the first 60 days
$47,200
Commission leakage we surfaced on Reed Insurance's first 3 carrier statements
The problem
Will this actually work with my AMS and my carriers?
Yes. We have shipped migrations off Applied Epic, Vertafore AMS360, HawkSoft, EZLynx and NowCerts. We pull the data, normalize it, and stand up your tenant in under 30 days.
Your producers keep selling. Your carriers keep getting paid. Read the Applied Epic migration playbook for the full step list.
Retyping data
CSRs re-key the same client into the AMS, the CRM, a rater, a carrier portal and three spreadsheets. Nothing reconciles.
Compliance gaps
Policy checks happen when someone remembers. COIs lapse. E&O exposure compounds quietly until a claim surfaces it.
No book visibility
Principals can't see renewal risk, producer productivity, or true loss ratios without a month-end Excel export.
What you get
Quote, service, renew, from the same client record.
The client, the policy, the COI, the task, the commission, all on one record. Update an address once and it flows to the carrier correspondence, the certificate and the renewal packet.
Quoting
Intake in one form, matched to carrier appetite, routed to submissions with clean data. No more portal tab graveyards.
Learn moreCompliance
Continuous policy checking, COI tracking and endorsement review running on every account, not when someone has time.
Learn moreCRM
A client record that actually understands insurance. Policies, renewals, producers, documents and activity on one timeline.
Learn moreAgency Ops
Tasks, documents, commissions and reporting live on the same client record your producers quote against, not in a separate tool.
Learn moreHow we deliver
Done-for-you, with software underneath.
Most agencies don't have a week to spare on implementation. We do the migration and run the back office while you keep selling. You take the wheel when you're ready, or never, if you'd rather we keep operating it.
We migrate your book
Our team extracts your AMS data, normalizes it and stands up your tenant. Your producers keep selling.
We run your back office
We operate policy checking, COI verification, renewals triage and document intake on your behalf while your team learns the system.
You scale without adding headcount
Your ops team graduates from data entry to exception handling. New business grows without a hiring plan attached.
Who it's for
Built for $500k–$10M independent agencies.
Big enough that the spreadsheets and email threads have started to hurt. Small enough that you don't have an ops VP to fix it. We do.
- Commercial P&C generalists
- Multi-line independent shops
- Benefits-heavy agencies with group and individual blocks
- MGA-adjacent retail operations
- Producer-heavy agencies with light ops staff
- Scratch agencies and acquirers consolidating books
See your agency's leak report on a 45 minute call.
We pull a sample from your stack live, surface the leakage, and map a 2 week migration plan before the call ends. You keep the scoping document either way.
No card required. 30 day money back on every paid plan. Read more in the commission reconciliation guide or browse the binder to policy and certificate of insurance glossary entries.