Free workflow review (30 minutes)
Bring one broken workflow. You leave with the workflow mapped, the bottleneck named, and a straight answer on whether automation is worth paying for.
● For independent insurance agencies
Finish the workflows your CRM started
We implement the quote intake, producer routing, follow-up, document chasing, and reporting workflows inside the CRM your agency already owns, like AgencyZoom, so new business stops depending on memory.
● Where agencies lose business
The gap is rarely the CRM. It is the unfinished workflow inside it
- New quote requests sit in an inbox while the prospect talks to three other agencies.
- Follow-up depends on each producer remembering to send it.
- Documents get chased by hand, by text, or not at all.
- Renewals sneak up because X-dates live in a spreadsheet.
- Nobody can see the whole pipeline without asking around.
Sample workflowSample
How a quote request moves after implementation:
- 01
Quote request captured
Web form, email, or call note becomes a CRM record
- 02
Producer assigned
Owner and follow-up deadline set by line and source
- 03
Follow-up sent
Your approved message, on schedule, logged automatically
- 04
Nothing slips
Unanswered quotes resurface until they close or die
Illustrative workflow · No client metrics shown
● What we implement
Six workflows, one connected system
Each piece is built inside the tools you already pay for and measured against a simple question: did a quote or renewal stop slipping?
- Quote intake: every web form, email, and call note becomes a structured record in your CRM, not a sticky note.
- Producer routing: each new lead gets an owner and a follow-up deadline, assigned by line, source, or round-robin.
- Follow-up sequences you approve: every message is written and approved by you first, then sent on schedule and logged in the CRM.
- Document chasing: outstanding-document requests with automatic reminders until the file is complete.
- Renewal workflows: outreach tasks created from X-dates, weeks before the renewal, not days after.
- Reporting: one view of quotes in, follow-ups out, and what is stuck where.
● How a project runs
Fixed scope, your tools, your data
Written fixed scope
What we will build, what it costs, and what done means, in writing before any work starts. No hourly drift.
Build inside your tools
We work inside your AgencyZoom or current CRM and your connected inboxes. You keep every account and every byte of data.
Handoff and support
Documentation and a walkthrough for your team, with optional ongoing support. Starting points are on the pricing page, from $2.5k for a single-workflow sprint.
What we will not do
- Replace your CRM or make you migrate your data.
- Send AI-written messages to your clients without your approval.
- Lock you in. Accounts, data, and documentation stay yours.
Book a free workflow review
No obligation. If automation is not the right answer, we will say so.
● FAQs
Questions agency owners ask
- Do we need to switch CRMs or migrate our data?
- No. We build inside the CRM your agency already owns, like AgencyZoom, and your connected inboxes. You keep every account and every byte of data.
- Who writes and sends the follow-up messages?
- Every message is written and approved by you first, then sent on schedule and logged in the CRM. Nothing goes to your clients without your approval.
- How does a project start?
- With a free 30-minute workflow review. You bring one broken workflow and leave with it mapped, the bottleneck named, and a straight answer on whether automation is worth paying for. If it is, the next step is a written fixed scope.
- What does it cost?
- Starting points are on the pricing page, from $2.5k for a single-workflow sprint. The written scope states what we will build, what it costs, and what done means before any work starts.
- Which workflows do you implement?
- Quote intake, producer routing, follow-up sequences, document chasing, renewal workflows built from X-dates, and reporting, inside the tools you already pay for.
- Who owns the system after handoff?
- You do. Accounts, data, and documentation stay yours, with a walkthrough for your team and optional ongoing support.
Starting points are on the pricing page, or see how a project runs.
Free workflow review
Find the workflow worth automating next
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.
Book a free workflow review
No obligation. If automation is not the right answer, we will say so.