A new client gets keyed into the AMS, then three carrier portals, then a spreadsheet. Renewals and COIs run on memory and sticky notes. Quoting is copy-paste across carrier sites. The book keeps growing — and the service side keeps drowning in re-entry that nobody has time to fix.
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The producers write the business. The friction is in everything that happens after the sale.
No rip-and-replace of your AMS — just the specific fixes that stop the re-keying and the missed renewals.
We spend 45 minutes on how a policy actually moves — how a client becomes a quote, gets bound across carriers, lands in the AMS, and comes up for renewal — and where the same details get typed again and again. I listen for the repetitive and the manual, especially the gaps between the AMS and the carrier portals.
A few days later you get a short, plain-English report: what’s costing the service team time, what fixes each thing, what it runs a month, and where to start. Most of it is connecting the AMS and tools you already pay for — one intake that pushes everywhere, automatic renewal and COI reminders, quoting that stops being copy-paste. Some of it I can build once and hand you with no new subscription. The report is yours either way.
It usually pencils out fast: keying one new client into the AMS and three carrier portals runs about 10 minutes, and that's before the quotes you don't win — which got typed too. Across a week it's most of a day. We work it out from your real numbers on the call — the tools to stop it usually run around $60 a month, before anything custom gets built.
An illustrative example — not a specific client.
Take an 11-person P&C agency. Every new client gets typed into the AMS and then three carrier portals by hand — and every quote that doesn't close got typed too. Add the un-won quotes and it's a stack of hours nobody bills for.
→ One intake that pushes to the AMS, plus automatic renewal and COI reminders. The double-entry stops and renewals stop slipping. No new subscription.
Book a time, walk me through how a policy moves through your agency, and get back a plan to get the service team's hours back — whether or not you ever hire me again.
Book the audit — $999