We review the repetitive administrative workflows in your insurance agency and deliver a practical report with time-recovery opportunities, tool recommendations, and a 30-day roadmap.
Typical time recovered
Your time investment
Report delivery
Fixed price, no surprises
Gathering client information and preparing quotes requires multiple touchpoints and manual data re-entry across carrier portals.
Renewal outreach is handled manually each cycle, pulling producer time away from new business development.
Endorsement and change requests are processed through email threads with no structured tracking or status visibility.
Policy documents, certificates of insurance, and ID cards are sent and stored manually with no consistent workflow.
Collecting application data, signatures, and supporting documents requires multiple back-and-forth exchanges per client.
First notice of loss and claims intake involves manual data collection and handoff with no standardized process.
The review focuses on one workflow at a time. These are the most common starting points for insurance agencies teams.
These patterns appear more often than most owners expect. Your specific findings will depend on your operations and tools.
$997 flat fee. Delivered in 5 business days. Full refund if we cannot identify at least 5 hours per week you can recover.
Most agencies start with the renewal outreach or certificate request workflow. Both typically surface 5 to 10 hours per week in recoverable time.