Insurance Agencies
The forms are the business, and the forms are the bottleneck
Agencies drown in structured paper: applications, dec pages, loss runs, ACORD forms, carrier reports. It is all information that exists in a document and needs to be in a system. We have shipped production extraction on exactly this class of paperwork.
What we hear from independent agencies and agents
- Dec pages and loss runs are read and re-keyed by staff
- Renewals are tracked in a spreadsheet with manual reminders
- Comparing carrier quotes is a manual side-by-side
- Certificates of insurance are issued by hand, urgently, constantly
- Producer time goes to admin instead of selling
Software we work alongside
What we would build
Document intake and extraction
Dec pages, loss runs, and carrier reports parsed into structured fields with reconciliation checks before anything is written to the AMS.
→ Hours per policy on complex commercial lines
Renewal orchestration
Automatic renewal timeline with data-gathering requests sent to the insured and progress visible to the producer.
→ Higher retention, less scramble in the last two weeks
Quote comparison sheets
Multiple carrier quotes normalized into one client-ready comparison document.
→ Turns an afternoon into a few minutes
Services that apply here