The end of manual paperwork
for modern insurance agencies.
We build bespoke AI systems that read your ACORD forms, dec pages, and certificates — and place the data exactly where it belongs. Quietly. Flawlessly.
Insured: Castellan Mfg
Carrier: Travelers
Policy: CGL-RI-774
Your most expensive employee is data entry.
Every certificate keyed by hand, every dec page re-typed — skilled people doing work a machine should never have left to them.
lost weekly per CSR to repetitive document and data-entry work.
in annual salary absorbed by work AI handles in seconds.
new hires required — it runs inside the systems you already own.
A finished system. Delivered, not rented.
You are not handed software to learn. You are handed an outcome — built around one workflow and installed into your agency.
Diagnose
A focused pilot identifies the single costliest manual workflow in your agency and proves the system on your own documents.
Build
We engineer the automation and integrate it into your management system and inbox — Applied Epic, EZLynx, AMS360, HawkSoft.
Maintain
Your team is trained, the system goes live in weeks, and we refine it as carriers and forms change — so it simply keeps working.
Watch a document become clean data.
Drop in any insurance document and the engine reads it the way your best CSR would — only in seconds, without a single keystroke. This is the same technology we install inside your agency.
Considered pricing for serious agencies.
Begin with a low-risk pilot, or commission a full build. Every engagement is scoped and priced before a dollar is committed.
A measured first step. We prove the system on your documents before any larger commitment.
- ✦Assessment of your costliest workflow
- ✦Working demo on your real documents
- ✦Fixed quote for the full build
- ✦Fee credited toward your build
One complete workflow, automated end to end and installed into the tools your agency runs on.
- ✦Everything in Pilot
- ✦Full automation built & integrated
- ✦Live within weeks, not months
- ✦Team training & documentation
- ✦30 days of post-launch refinement
For larger agencies automating multiple workflows or several offices under one program.
- ✦Multiple workflows automated
- ✦Priority engineering schedule
- ✦A dedicated point of contact
- ✦Considered volume pricing
Every build can be kept in perfect condition with ongoing care — managed service from $4,000 / month.
Built for those who cannot afford a leak.
Your data stays yours
Documents are processed to extract data — never stored, never used to train models. Handling terms agreed in writing.
Human judgment retained
Every extraction carries a confidence score and flags anything uncertain. We remove the typing, never the oversight.
Built around your systems
Nothing is replaced. The automation feeds the management system you already trust, quietly, in the background.
See it run on your own documents.
A private, twenty-minute consultation. We examine one workflow, demonstrate what becomes possible, and provide a fixed quote. No pressure, no obligation.