Deployments
Agencies we've rebuilt from the ground up
Ten real deployments across independent P&C agencies, commercial lines brokers, and personal lines agencies.
Independent P&C Agency
Coastal Family Insurance
Replaced manual carrier quoting with a unified multi-carrier flow.
31%
faster quote turnaround
6
carriers connected
0
rekeyed applications
Commercial Lines Agency
Harborline Commercial Insurance
Deployed renewal automation that cut policy lapses significantly.
0
missed renewals
22%
retention lift
340+
policies tracked
Personal Lines Agency
Sunset Ridge Insurance Group
Built commission reconciliation across 8 carrier statements monthly.
8
carriers reconciled
0
commission disputes
9 days
faster payout
Claims-Heavy Coastal Agency
Gulfview Insurance Partners
Deployed instant FNOL routing ahead of hurricane season claims volume.
100%
claims routed instantly
0
lost FNOL reports
600+
claims processed
Multi-Producer Agency
Meridian Insurance Advisors
Built a unified CRM pipeline across 6 producers sharing a client book.
6
producers on system
0
leads lost in handoff
28%
faster lead conversion
Bonds & Specialty Lines
Ironline Surety & Bonds
Deployed policy document generation for a high-volume bonds agency.
100%
certificates generated on demand
17%
faster bond issuance
0
document errors
Franchise — Multi-Region Agency
Peninsula Insurance Group
Deployed the full platform across 4 regional offices with unified reporting.
4
offices on one platform
$14M+
premium under management
24%
admin hours reduced
Auto Insurance Specialist
Speedway Auto Insurance
Built instant multi-carrier quoting for a high-volume auto insurance storefront.
42%
faster binding
1,200+
policies bound annually
4.8/5
client rating
Life & Health Agency
Wellspring Life & Health
Deployed a client household view unifying life, health, and annuity policies.
100%
households unified
19%
lift in cross-sell rate
0
duplicate client records
New Deployment — Onboarding
Lakeshore Insurance Advisors
Currently onboarding a 3-producer agency onto quoting and policy management ahead of Q3 launch.
3
producers onboarding
2
capabilities in rollout
Q3
go-live target