INDUSTRIES / PROFESSIONAL SERVICES
Insurance playbook.
Health, auto, home, life, and commercial agencies need quote-to-bind workflows and clean carrier integrations.
AT A GLANCE
- 4 core services
- 7 supported platforms
- One operating model, tuned per shop
01 / 02
Common services we offer
The work that typically lands in scope when we start with a insurance business.
- 01
Agency management
Centralized policy, client, and commission data with carrier downloads.
- 02
Quote & rating automation
Multi-carrier comparative rating wired into the AMS.
- 03
Document intake
ACORD form ingestion and OCR into the policy record.
- 04
E-sign & client portals
Self-serve cert requests and signed applications.
02 / 02
Popular platforms we support
We work with the tools your team already runs — and we're vendor-honest about what fits.
- Applied Epic
- AMS360
- EZLynx
- HawkSoft
- QQCatalyst
- PL Rating
- Salesforce Financial Services Cloud
ALSO IN PROFESSIONAL SERVICES
Legal Services
Matter management, e-signature, and conflict-checking workflows for law firms, paralegals, and mediators.
Financial Services
Hardened endpoints, MFA, and audit trails for banking back-office, accounting, tax prep, and advisory firms.
Consulting
Lightweight ops stacks, client portals, and knowledge bases for management, strategy, HR, and ops consultancies.
Real Estate
Agent on/offboarding, MLS plumbing, and CRM glue for brokerages, property management, and appraisal firms.