For Independent Agencies
You Own the Agency and You Are Also the Service Department.
Nobody built a book to spend Thursday issuing certificates. The Insurance Agent takes the paperwork half of the agency so the half that writes business gets its hours back.
The Problem
The Book Grows and the Office Does Not
Every account you write adds a renewal, a list of certificate holders, an endorsement or two a year, and somebody who calls when their ID card does not arrive. The revenue scales. The Thursday afternoon does not.
So service crowds out production, renewals get worked at sixty days instead of ninety, and the accounts that would round out nicely never get the call. None of that was a decision anybody made. It is just what fits in the day.
What Changes
What Your Agent Handles
Renewals Start Themselves
The list arrives with the account already pulled together, the changes since last term flagged, and a draft going out, instead of a spreadsheet reminding you it exists.
Certificates Stop Eating Afternoons
Routine certs drafted off the policy in force, ready to check. Anything naming an additional insured or asking for wording goes to a licensed person, because that is where the exposure is.
Submissions Arrive Assembled
Loss runs, applications and the supplemental questions gathered and packaged, so quoting a new account starts at the markets instead of at the paperwork.
Comparisons a Client Can Read
Options laid out side by side with the exclusions stated as plainly as the limits. Presented evenly, so you are advising rather than defending a spreadsheet.
Claims Get Chased
Status followed up on a schedule and the client kept informed, instead of the file going quiet until somebody calls angry.
It Stops at the Licensing Line
You define what may go out unattended and what a licensed person must always touch. It drafts up to that line and hands over. It does not bind, quote or say what is covered.
Not Quite You?
The Same Engine, Configured Differently
Get Started
Keep the Book. Hand Over the Paperwork.
The agent does not sell insurance and is built not to. It exists so the part of the job that needs your license gets the part of the week currently going to service work.