Custom software development for insurance agencies.
Quote intake, renewal tracking, policy documents, AI that reads dec pages and loss runs, or anything your agency management system cannot do.
What we build for insurance agencies
Tools for your team, apps for your clients, add-ons to the software you already use, or something new. Bring us any idea, or a problem your team runs into every day.
- A renewal tracker from 90 days out to bound
- Quote intake that fills every carrier application from one form
- AI that reads dec pages and loss runs into your system
- A portal where clients request certificates themselves
- Commission reconciliation across carriers
- Producer dashboards for pipeline and retention
Something else in mind? Tell us on a call.
Questions about custom software for insurance agencies
Can it work with Applied Epic, HawkSoft or EZLynx?
Where the system offers an API or exports, yes. Many agencies keep their management system as the record and build the workflow it lacks around it.
What do insurance agencies ask us to build?
Renewal trackers, quote intake forms that fill carrier applications, certificate request portals, commission reconciliation and producer dashboards.
Can AI read declarations pages and loss runs?
Yes, as a first pass. It pulls coverages, limits, premiums and claims into fields, and a person confirms anything it is unsure of.
Can clients request certificates themselves?
Yes. A portal lets clients request certificates and see their policies, and your team approves with one click.
Can you track commissions across carriers?
Yes: expected against received for every policy, by carrier and producer, so missing payments stand out.