CRM & workflow automation for insurance agencies
Mopshy connects quote intake, producer routing, follow-up, document chasing, and reporting inside the tools your agency already owns, like AgencyZoom, so no quote or renewal slips.
No generic AI bundles. We map the workflow, build the system inside your existing tools, and measure what improves.
Commercial HVAC company? See the 30-day After-Hours Intake pilot
Workflow check
SampleWhere does your agency leak first?
Today
New quote requests sit in an inbox while the prospect talks to three other agencies.
Finished inside your CRM
Request captured
Web form, email, or call note
CRM record created
Structured fields, not a sticky note
Producer assigned
Owner and deadline set
Follow-up queued
Next action on the calendar
Free 30-minute call. We map this workflow and tell you if automation is worth it.
Illustrative workflow · no client metrics shown
Most agencies already own the CRM. What is missing is the workflow between the inbox and the producer.
Today: A quote request lands in a shared inbox.
With the workflow finished: It becomes a structured record in your CRM.
Today: Nobody is sure whose lead it is.
With the workflow finished: A producer is assigned, with a follow-up deadline.
Today: Follow-up waits for someone to remember.
With the workflow finished: Your approved follow-up goes out on schedule and is logged.
Today: Meanwhile, the prospect is talking to other agencies.
With the workflow finished: Unanswered quotes resurface until they close or die.
Illustrative workflow · no client metrics shown
Map this for your agencyBuilt end-to-end automation across lead capture, CRM tagging, and multi-carrier quote requests for a commercial trucking & fleet insurance broker.
32+
A-rated carriers integrated
Built the email, CRM, LMS, and LinkedIn growth engine for a GenAI bootcamp company in Alpharetta, GA — and trained their internal team to run it.
10K+
Registered users across programs
Website development and internal automation workflows for an ISO 27001 & SOC 2 certified enterprise software firm with 25+ years and 50+ countries of reach.
300+
Enterprise clients served by Vireonix
Client, founder-built, and illustrative work are labelled separately throughout the case-study library. Buyers should rely on the framing shown on each case study when evaluating evidence.
30 minutes on one broken workflow. You leave with it mapped, the bottleneck named, and a straight answer on whether automation is worth paying for.
What we will build, what it costs, and what done means, in writing before any work starts. No hourly drift.
We work inside AgencyZoom or your current CRM and your connected inboxes. You keep every account and your data.
Documentation and a walkthrough for your team, with optional ongoing support if the workflow needs it.
A single-workflow sprint starts at $2,500 per project. See published pricing
Book a callWe finish the workflows in AgencyZoom or your current CRM. No new platform for your team to learn.
Every follow-up is written and approved by you first, then sent on schedule and logged in the CRM.
Automation assigns the owner and the deadline. Your producers make the calls and the judgment.
We build in accounts you own and hand over documentation, so the system stays yours after launch.
“The goal is not to add more AI. It is to remove expensive friction from the way a business already works.”
Mopshy AI combines product thinking, operations experience, and hands-on automation delivery. We start with the workflow, the bottleneck, and the business metric before choosing technology.
Every engagement is scoped around measurable outcomes, client-owned accounts, and a documented handoff so the system remains useful after launch.
Manvendra Kumar
Founder, Mopshy AI
Product and operations leader focused on AI-enabled platforms, workflow automation, and systems that reduce manual work. Manvendra leads discovery and delivery for Mopshy engagements.
Scope, ownership, timelines, support, and where automation should — and should not — be used.
30 minutes with the founder. If automation is not the right answer, we will say so.
Not ready to talk? Map your agency's workflows in 2 minutes first.Choose a time that works for you
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