Insurance Automation Services

Three tiers of automation matched to where your agency is today — and where you want to be.

Tier 1

IT Management & Security

Managed infrastructure for insurance agencies. We handle your hosting, endpoint security, monitoring, and backups so your team can focus on clients instead of troubleshooting IT issues.

  • Managed hosting and server monitoring
  • Endpoint security and patch management
  • Email support and ticket resolution
  • Monthly health reports and alerts
  • Up to 3 AI monitoring agents

Tier 2

AI Workflow Automation

Autonomous agents that handle the repetitive work dragging down your agency — renewal tracking, carrier portal data entry, premium change monitoring, and client communications. Built for agencies running on Guidewire, Applied, or similar carrier systems.

  • Renewal workflow automation
  • Carrier portal data sync and monitoring
  • Premium change tracking with exception alerts
  • Automated client communications
  • Up to 10 specialized AI agents
  • Weekly reporting and custom integrations

Tier 3

Operational Audit & Implementation

Full-scope engagement: we map every workflow in your agency, identify where manual processes waste the most time, and deploy a custom automation suite. From carrier integrations to compliance tracking to revenue operations.

  • Comprehensive process audit
  • Custom agent architecture design
  • Carrier portal integration (Guidewire, Applied, etc.)
  • Implementation, deployment, and training
  • Unlimited AI agents
  • Ongoing optimization and monitoring