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.
Workflow Control View
SampleExample automation
Workflow steps
Lead intake captured
01Website form → structured record
CRM record updated
02Contact + source + workflow context
Owner notified
03Human ownership assigned
Follow-up queued
04Next action scheduled
Illustrative workflow · no client metrics shown
What we build for U.S. businesses
Built 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.
We start with the business problem, design the end-to-end system, then choose the right models, integrations, and infrastructure behind the scenes. The result is one reliable operating system for the workflow — not a pile of tools your team has to manage.
More about usOutcome-first
Every engagement starts with a revenue or operating problem — not a tool.
Human-in-the-loop
Approvals before anything consequential goes live. No black boxes.
Built to fit
We work with the stack you already have and choose the technology behind the scenes.
We identify the workflow that matters, design the system around the business outcome, and handle the models, integrations, and infrastructure behind the scenes.
Capture, qualify, follow up, route, and book leads while keeping your CRM and sales team in sync.
Book a callWe start with the business outcome, then choose the right models, integrations, and infrastructure behind the scenes so the system fits how your team already works.
Models selected to fit the job
Works across the systems that already power your operations
Your stack is different? That is normal.
APIs, webhooks, databases, internal tools, and custom systems can be included in the architecture.
Platform names and logos are trademarks of their respective owners. Inclusion indicates integration familiarity and does not imply endorsement or partnership.
We've refined our approach to make AI automation simple, transparent, and tailored to your specific needs.
We start by understanding exactly how your team works today. Through workshops and process mapping, we identify bottlenecks and automation opportunities.
Our team designs custom automation workflows tailored to your processes, then builds and tests them in a controlled environment before integration.
We roll out your automation systems, monitor performance closely, and refine them based on real-world usage and feedback.
We build intelligent automation for sales, operations, support, and back-office workflows.
Quote follow-up, producer routing, document chasing, and renewal workflows inside the CRM your agency already runs, like AgencyZoom.
Stop losing leads to slow follow-ups. Automate intake, scheduling, and quoting so your techs stay billable.
Patient acquisition, reactivation campaigns, and AI receptionists that book chairs while you're operating.
Qualified case intake, document automation, and CRM workflows tuned for personal injury, family, and immigration.
Listing distribution, AI lead nurture across SMS + email, and showings booked straight into your calendar.
Automated lead capture, CRM tagging, and multi-carrier quote workflows for a trucking insurance broker.
Read the case studyEmail, CRM, LMS, and LinkedIn growth engine for a GenAI training company - plus training their team to run it.
Read the case studyAutomation, CRM, and website work, with team training on the tools.
The way to learn AI, like playing a game.
A two-sided home care marketplace running on the Mopshy stack - caregiver onboarding, client intake, notifications, and care coordination.
A B2B outreach venture reaching schools across North India, powered by the Mopshy stack.
Traditional DIY tools follow rigid rules. Mopshy AI adapts, learns, and handles the complexity of real business operations.
“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.
10 questions. A personalized score, profile, and a 90-day automation roadmap built for your business. No email required.
Free workflow review
Bring one process that is slow, repetitive, expensive, or leaking opportunities. We will map the current workflow, identify the bottleneck, and tell you whether automation is worth pursuing.
No obligation. If automation is not the right answer, we will say so.
