Agency tools built for your book of business, not someone else's
Insurance agency management systems are bloated and generic. Custom Apps give you exactly what your agency needs: streamlined interfaces, smart workflows, and integrations with your carriers and tools.
What this looks like
What we build
Agency dashboard tracking production, retention, and pipeline
Client portal for policy documents, claims status, and communication
Quote comparison tool pulling from multiple carrier APIs
Commission reconciliation and tracking application
Results
What you can expect
Agency performance visible at a glance across all lines
Clients self-serve for documents and status, reducing inbound calls
Quotes compared across carriers in minutes, not hours
Commission discrepancies caught automatically
Automations
Specific automations
AI Chatbot Development
Custom chatbots that handle customer questions and route complex issues to your team
Learn more →AI Research Assistant
AI that gathers and synthesizes information from multiple sources on demand
Learn more →AI Writing Assistant
Custom AI writing tools trained on your brand voice and content standards
Learn more →GPT/Claude API Integration
Connect powerful AI models directly into your business applications
Learn more →AI Copilot Development
Custom AI assistants embedded in your workflows to help employees work faster
Learn more →The engagement
What the engagement looks like
Timeline
Support included
What's included
- Custom build
- Full documentation
- Team training
- Integration with your tools
Ready to automate?
Let's talk about custom apps for insurance agencies for your business.