How we operate
At brokerage houses, we identify recurring tasks and perform them on your behalf by selecting the most suitable software solution for your specific needs.
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To do that, we take the time to listen to you and carefully analyze how you accomplish your daily tasks. Then, we identify which steps are worth automating—typically those that are repetitive, time-consuming, or prone to error.
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As experts in software configuration, we ensure seamless integration of our automation tools with your existing systems. Once everything is up and running, you can focus on what you do best: providing your clients with the best coverage.
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Our Main Services
Designed to streamline complex operations, our advanced automation technologies free up your time to focus on strategy and business growth.
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Commercial billing
When it’s time for a renewal, we take care of the paperwork. We can create the transaction, generate the bill, and send it to your client automatically.
Renewal validator
For long-term policies that haven’t been updated, we carefully retrieve the most current policy information and send a verification questionnaire to the client to confirm that everything is still accurate.
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Requoter
Rather than simply renewing the same policy, this tool performs a fresh requote to identify premiums that better align with the client’s preferences, such as price, coverage, and more. The client can then decide whether to keep their current policy or switch to a new one.
Intelligent note taker
For phone calls, we can automatically transcribe the conversation and generate a summary note based on the reason of the call—ready to be added directly into your system.
Tailored for Your Business
In the post-deployment period, our engineers will maintain the tailored solution's efficiency and functionality. This involves enhancing performances, addressing latest issues found after updating systems, and ensuring new scalability needs.