Submission Packets
ACORDs, supplementals, and Indio forms — assembled carrier-ready and back on your desk to approve.
For independent insurance agencies
Your back office's hardest workflow. Off your team's plate. Delivered as finished work.
Submission packets, renewal prep, certificates, comparisons — done for you and returned as finished work you approve. AI-assisted, expert-run. Nothing for your team to install or learn.
Book a call with the founder
Thirty minutes with the founder — a straight conversation about where your service hours are going and which of that work could come off your team's plate. The call is free. If there's something worth doing, we'll tell you what it takes.
The problem
Your producers should be selling. Instead, they're doing this.
Re-keying the same risk into a dozen carrier portals. Chasing loss runs. Comparing quotes line by line at 9pm before a renewal. Building submission packets a carrier underwriter will skim in ninety seconds.
Every commercial agency knows the math: service capacity is a growth ceiling. And you can't hire your way out — experienced account managers are scarce, expensive, and retiring faster than they're replaced. The book keeps growing. The team doesn't.
What we take off your plate
Everything up to the bind.
The quote, the bind, and the relationship stay yours. Here's the work that doesn't have to. Start with one — we'd start you with submissions.
Renewal Prep
Expirations pulled, exposures updated, remarketing organized — ahead of the date, not the night before it.
Certificates
We read the contract and draft the certificate to match. You issue it.
Comparisons & Proposals
We build the comparison sheet and the proposal. You make the recommendation and you present it.
New Producer Support
You hired a producer in March. Their book lands on your service team in August.
AI implementation advisory
The menu above is the easy part.
AI Implementation Diagnostic
Before you hand over any of the work above, someone has to decide which of it should go — and which should never leave a licensed human. That's a piece of work in its own right, and it's where every engagement starts.
Every AI fix you've been pitched was a guess about how your agency runs, made by someone who never looked at it. The vendors keep calling, your peers keep claiming they've solved something, and nobody has opened your actual week.
You get: a written read on your own operation — where the service hours land, workflow by workflow; which of that work is a real candidate to come off your team's plate; which of it has to stay with a licensed human; and where we'd tell you not to spend a dollar on software at all.
It starts with a free call. If the work is there, the diagnostic is the first paid step, and the services above follow from what it finds.
We sell the work in the menu above, so we're not a disinterested party — better to say that than pretend. The read you get back names the work we'd tell you to keep in-house, and the parts where we'd tell you not to spend a dollar at all. Including on us.
How it works
One workflow. Finished work. Then we earn the next one.
We start with a conversation.
Thirty minutes on the phone about how your agency actually runs. The call is free, and it's the only step with nothing attached to it.
We look at the work.
The diagnostic — a written read on where the service hours land and which of it can come off the plate. A paid engagement, scoped and agreed before it starts.
We set up one workflow and run it.
Pick one from the menu above; we scope it narrow on purpose. Not software you adopt — a service that shows up, inside your existing process (your AMS, carrier portals, ACORDs), using AI where it's reliable and expertise where it isn't.
You get finished work back.
Completed submission packets, comparison sheets, renewal summaries — reviewed and approved by you before anything reaches a carrier or client. Your sign-off stays exactly where it is today.
What you get
Three things you can count on.
Finished work, not another platform.
No logins, no seats, no training rollout, no migration. You've survived enough software rollouts. We deliver outcomes.
Your sign-off doesn't move.
We do everything up to the bind. Nothing client- or carrier-facing goes out without your review, and your approval sits exactly where it does today.
Deliberately small.
We take on a limited number of agencies at a time, one workflow each. It's how we keep quality high while we're this hands-on.
There's no team to onboard, no seat to manage, no one who quits mid-renewal. Work goes in, finished work comes back.
Start small
One workflow. No lock-in.
One workflow, defined scope, and a price we agree before anything starts. You review every deliverable. If the quality isn't there, you stop — no contract lock-in, no software to rip out, and no team of yours left holding it. Add a second workflow when the first one has earned it, and not before.
Your information is handled confidentially and used only to perform the work.
The discovery call
Start by looking at the work.
Thirty minutes on the phone with the founder. The call is free, and there's nothing to prepare.
Everyone is telling you AI will fix your service load. Nobody has looked at your service load.
So start there. Thirty minutes walking through a normal week — what your account managers actually touch, and how often. By the end of the call you'll have our honest read on which of that work could come off your team's plate, which of it has to stay with a licensed human, and whether a full diagnostic is worth doing at all.
The call costs nothing. If we think the answer is that you don't need us, that's what you'll hear.
We reply within one business day with times. No newsletter, no drip sequence. You'll leave the call knowing what we'd recommend and what it would cost — no proposal cycle.