We are an insurtech product engineering team that builds the automation and AI layer on top of your AMS, carrier portals, and claims systems. We run on top of your existing software without replacing the tools your teams already know.
Why agencies hire us as their insurtech engineering team
No replacement. No migration. No new logins for your CSRs.
Progressive, GEICO, State Farm, Allstate, Nationwide, Liberty Mutual, Travelers, American Family, Hartford, Farmers.
Independent agencies run on a dozen disconnected systems that were never designed to talk to each other. The waste lives in the manual handoffs — and that's exactly where automation and AI save the most time.
A new auto-and-home submission means your CSR logs into Progressive, GEICO, State Farm, and Nationwide — typing the same address, the same VIN, the same coverages into each one. Every quote starts from zero. Automation replays the data entry; AI fills the gaps when carrier UIs change.
Endorsements, dec pages, cancellation notices, audit forms — they land in your IVANS queue and your email all day. Without AI-powered document intelligence, someone has to open each PDF, identify the client, and file it in your AMS by hand.
More accounts means more service work — certificates of insurance, endorsement requests, renewal re-marketing. Your operations team grows linearly with your book. AI agents and workflow automation give that hour back to every CSR, every day.
We don't sell a product. We engineer the connecting layer your team needs — automations and AI agents — built on top of the AMS, raters, carrier portals, and inboxes you already use.
30 minutes on a video call. Show us a recent week. Our engineers identify the 3–5 highest-leverage workflows for your agency specifically: portal entry, IVANS filing, certificate generation, renewal re-marketing, FNOL intake.
Your team keeps using the AMS, the rater, the carrier portals, the email — exactly as they do today. We build the layer underneath that moves data between them automatically, with AI handling document extraction, triage, and adaptive portal navigation.
One process, running against your real data. Your team sees hours come back to them within the first week — before the rest of the system is even built. Real ROI before you sign a long-term engagement.
FNOL this month. Endorsement processing next. Renewal autopilot the month after. You pay for what's live, and the ROI compounds as more AI agents and workflows come online.
Automated session management and data entry across 10+ carrier portals. Handles login, navigation, form-fill, and result extraction — even when carriers change their UI. Combines RPA for portal navigation with AI for adaptive element detection.
Bi-directional sync with Applied Epic, AMS360, HawkSoft, EZLynx, and QQ Catalyst. Client records, policy data, and activity logs stay in sync with carrier systems via ACORD-compliant data exchange.
Automatically receive, parse, classify, and file IVANS downloads and carrier E-Docs using AI-powered OCR. Documents are matched to client records and stored in your AMS with full audit trail.
Submit risk data to multiple carriers simultaneously and receive structured rate comparisons. ACORD-formatted submissions ensure data consistency across carriers. Results feed directly into your quoting workflow.
Monitor upcoming renewals, pull current carrier pricing, flag accounts needing re-marketing, and trigger renewal workflows automatically — keeping your book retention high with proactive straight-through processing.
Multi-channel FNOL intake (web, mobile, chatbot, email, phone) with AI-powered triage. Claims are automatically classified, scored for complexity, and routed — low-complexity claims enter the STP pipeline instantly.
AI-enhanced OCR processes ACORD forms (125, 126, 130, 140 series), medical records, police reports, and contractor estimates. 95%+ extraction accuracy with human-in-the-loop validation for edge cases.
Every automated action is logged with timestamps, data snapshots, and carrier confirmations. Full audit trail for E&O protection, state compliance, SOC 2, and HIPAA requirements in health lines.
We don't sell software. We are an insurtech product engineering team that builds the automation and AI layer on top of the software you already pay for. Your CSRs keep working in Applied Epic, AMS360, HawkSoft, EZLynx, or QQ Catalyst — exactly as they do today. We engineer the connectors, AI agents, and workflows that sit underneath and do the manual work automatically.
If you already have an AMS, the last thing your team needs is another login.
AI shows up in three concrete places: document intelligence (our OCR reads ACORD forms, medical records, police reports, and dec pages with 95%+ accuracy, classifies them, and files them in your AMS); claims triage (AI scores incoming FNOLs by complexity and fraud risk, sending low-complexity claims straight to STP and routing the rest to the right adjuster); and adaptive portal navigation (when a carrier changes their UI overnight, AI-powered element detection keeps the automation running without a developer touching anything).
It's not AI for the sake of AI. Each agent has a specific manual task it eliminates.
No. That's the entire point — we don't replace anything. We sit between your AMS (Applied Epic, AMS360, HawkSoft, EZLynx, QQ Catalyst, etc.) and the carriers, raters, and document systems your team already uses. Your CSRs keep working in the tools they know. We handle the manual work that happens between them.
Most agencies see their first live workflow within 48–72 hours of kickoff. We start with the highest-impact manual process — usually comparative quoting, IVANS filing, or certificate generation — and deploy real automation against your real carrier portals and AMS data. You see hours come back to your team in the first week.
Full system deployment across all modules typically takes 4–8 weeks. There is no multi-month implementation project or big-bang cutover.
Engagement is modular. You pay for the workflows you turn on. Most agencies start with 2–3 workflows in the first quarter, with monthly investment in the range of a single mid-level CSR hire — and immediate productivity gains across the whole team. We give you a fixed quote per workflow after the free audit.
Where carriers offer APIs (IVANS, ACORD XML/JSON, REST endpoints), we connect natively. Where they only offer a web portal, we use intelligent RPA combined with AI-powered element detection. We've automated Progressive, GEICO, State Farm, Allstate, Nationwide, Liberty Mutual, Travelers, American Family, Hartford, Farmers, and a long tail of regionals.
Every automated action is logged with timestamps, data snapshots, and carrier confirmations. You have a full audit trail for E&O protection, state compliance, SOC 2, and HIPAA in health lines. Data stays in your AMS and your carrier systems — we don't store client PII. The audit trail actually reduces your E&O exposure compared to manual CSR work, because every step is timestamped and reproducible.
30 minutes on a video call. We watch a CSR walk through a typical week. We identify the 3–5 highest-leverage workflows for your agency specifically, estimate hours-saved-per-month for each, and give you a fixed quote for the top one. No commitment — many agencies use the audit findings to build a business case internally before they decide to move forward.

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