Insurance agencies & MGAs
Built inside a working agency. For yours.
The founder runs an independent agency and an MGA. The systems below were built there first, measured there first, and only then offered to anyone else.
- Agency management systems
- Nexsure
- Keap and other CRMs
- Microsoft 365 mailboxes
- Phone systems and call recordings
- Carrier portals
- Canopy Connect
Problem first. Status honest.
Each line says whether we have built and measured it in our own agency, run it as a pilot, or would build it for you. We never present the last group as results.
Service and admin automation
| Area | The problem | What we build | Our status |
|---|---|---|---|
| Certificates of insurance | Certificates hold up a client’s job site, and every manual one interrupts someone. | Turnaround and rework measured around the certificate tool you already use. | Measured |
| Quote intake | Prospects re-keyed from forms and emails into the agency system. | Intake written into the agency system end to end and read back to confirm. | Built · paused |
| Shared inbox | The service mailbox eats a morning before real work starts. | Sorting, flagging and filing drafts, with a person approving what gets filed. | Built · paused |
| Missed calls | A missed caller often buys from whoever answers next. | Missed-call reporting and an AI receptionist that rings a person first, then texts back. | Pilot |
| Carrier appetite | Submissions bounce because nobody remembered the guideline. | A searchable guideline assistant that cites the page it used. | We build this |
Call review and coaching
| Area | The problem | What we build | Our status |
|---|---|---|---|
| Calls and coaching | Coaching by anecdote; a manager hears a handful of calls. | A weekly audit per person: recorded calls transcribed and scored against that person’s own script, with coaching drafted for the manager to edit and send. | Running |
Lead capture and follow-up
| Area | The problem | What we build | Our status |
|---|---|---|---|
| New leads | Web and ad leads wait until someone notices them. | Each lead lands in the CRM with an owner, a task and an instant alert to the person who calls back. | Running |
| CRM follow-up | Dial lists that never get shorter; leads called twice or never. | Call outcomes that act on the CRM: tags, stages, and contacts leaving the lists once worked. | Running |
Renewals, retention and cross-sell
| Area | The problem | What we build | Our status |
|---|---|---|---|
| Weekly book board | The owner cannot see the book moving until the month closes. | New, lost and renewing business by carrier, line and client, rebuilt every week. | Running |
| Renewals | Renewals reviewed late, or not at all, are how a book shrinks quietly. | A renewal worklist that sorts every term into re-shop, review, accept or chase, well before it renews. | Built · paused |
| Retention by household | You find out a household left when the renewal does not come back. | Retention by policy, household and year over year, with an at-risk list. | We build this |
| Cross-sell | Monoline households nobody asks about the next policy. | A household view with a next-best-policy list for producers. | We build this |
Adding life insurance
The founder also runs a life insurance agency and, in the states where it is licensed, partners with P&C agencies that want to offer life insurance to the households they already insure. That is a different business, licensed separately; one short owner-to-owner call can cover both the AI work and the life side. Book a 20-minute agency-owner intro.
Certificates: a tool we chose, then measured.
We rebuilt 12,108 emails into 621 certificate requests. Requests handled by the tool had a median of 6 minutes from request to certificate, against 42 minutes on the manual path, and 1.1% needed rework, against 5.8%.
The certificate tool is a vendor's. The measurement is ours, and it is what we bring to your agency. The manual path includes the unusual requests the tool does not handle, so this is not a like-for-like speed test. Read the agency case study.
Our agency also uses an outside AI vendor for its main phone line and its certificates. That vendor publishes its own figures for our agency; we report only what we measured ourselves.
- Present a price to a client, bind or change coverage
- Give coverage advice to a client
- Send a message whose wording a person has not approved
- Use one client's data for another purpose
Read next
Straight answers.
Can AI work with our agency management system?
Yes, and it does not need to replace it. We connect through whatever your system allows, from a proper API to a reconciled export. We have written records into an agency system end to end.
Will AI quote, bind or give coverage advice?
AI can run a rate for a licensed person to review. It never presents a price to a client, binds, changes coverage or gives advice: a licensed person does.
What do you need from us to start?
A conversation about where time and money go, then read-only access to the data that shows it: an export, a mailbox, a call log.
Is our client data used for anything else?
No. It is used only for your engagement, and our standard is that it stays in accounts you own. It is never given to any insurance business for its own use, including the founder’s agency, and never used to sell you insurance.
Do you work with agencies outside Illinois?
Yes. The work is remote, and our own agency is in Illinois, where the systems were built first.
Do you train our team and support it afterwards?
Yes. Every deployment includes training for the people who use it and written runbooks. Monitoring, maintenance and a monthly report are a monthly plan.
Find the one leak worth fixing first in your agency.
A free 45-minute discovery call on Zoom with Vytas Skapcevicius, the founder. Four questions about your agency, no pitch deck. You leave knowing whether there is something worth measuring.