For Independent Commercial-Lines Agencies
Your renewals are running on memory. Your COIs are running on overtime.
A fixed-price assessment that maps where manual servicing work is costing your agency real money: renewals, certificate requests, follow-up, and reporting. Built around the AMS you already own. We do not replace your AMS.
Industry benchmarks estimate roughly 34 hours per week of manual servicing work per agency.
Renewals on memory
Renewal prep starts when someone remembers, not when a system triggers it.
The COI treadmill
Certificate requests near 28 per week per commercial CSR at 8 to 15 minutes each.
Servicing buried in inboxes
Status lives in whoever answered the email.
No visibility
Principals cannot see workload, turnaround, or margin per account.