10x your quoting output with your current staff
Manual re-entry is operational drag. Your producers are stuck portal-hopping instead of selling. Eliminate the repeat work without adding headcount.
- Eliminate manual re-entry (no more repetitive clicking + typing)
- Execute consistent workflows (same‑day turnaround becomes standard)
- Free your team to sell (focus on judgment, not data entry)
Built for P&C agencies with 5+ staff members who want leverage: remove manual re-entry, keep judgment, and scale quoting without adding headcount.
Your team’s judgment is the asset. We remove the repeat work beneath it.
Watch it work in real-time
Fills in clicks and types just like your team would inside carrier portals and raters. So you don't have to do manual stepping every time.
The operational cost of manual quoting
Your high-value staff spends hours on low-value data entry.
Your producers should be underwriting and selling, not copy-pasting.
Inconsistent quoting workflows create E&O risk and management drag.
You know you could write more business if your process wasn't bottlenecked by clicking.
If you run a serious operation but your growth is capped by human limits — this page is for you.
The Invisible Full-Time Clicker
You are paying for judgment, but your team is stuck doing data entry. Here is the cost of that misalignment.
The Cost of Drag
This isn't just time lost. It's judgment wasted. Your best people are essentially doing the work of a data entry clerk for half their day.
Operational Discipline
- ✓Replace the "invisible full-time clicker" with a co-pilot
- ✓Execute consistent workflows every single time
- ✓Scale volume without adding headcount or management drag
Serious agencies win because they eliminate wasted motion.
When you remove the drag of manual entry, you aren't just faster—you run a cleaner, more profitable operation.
Your quoting co‑pilot
Your team stays in control. We automate the repeat work exactly the way your agency quotes today, and your staff reviews before anything goes out.
Staff collects info
Your team collects the information via intake form — the same way they do now.
Co‑pilot executes the workflow
Uses your existing data and runs your carrier portals and raters by clicking and typing like your team would. No coverage decisions. No client conversations.
Staff reviews and closes
Your staff reviews the output, applies judgment, fine-tunes with the client, and closes. Automation drafts; your standards decide.
The automation works on the tools you already use by doing the clicks a human would do.
Custom workflow automation for serious agencies
We work with a limited number of agencies each quarter because this is implementation work: we map your process, build automation to match it, and validate it on your systems.
This is for you if you:
- Run a P&C agency with 5+ staff members
- Treat operations as a competitive advantage
- Have volume and want leverage (not more headcount)
- Are willing to define the workflow you want executed
We are not a fit if:
- ×You are a solo producer with no support staff
- ×You want a magic button without defining the process
- ×You want it to make coverage decisions for you
- ×You are just "curious" (no operational bottleneck)
If you want this in the current quarter, book the fit call.
Frequently Asked Questions
Got questions? We've got answers.
This is not out-of-the-box software. We scope a workflow, map your quoting process, build automation to match it, and validate it in your environment. We improve reliability as we work with more agencies, but your workflow remains the source of truth.
Have a question we didn't answer? and ask us directly.
This is how modern agencies operate.
Stop managing clicks. Build leverage. We help build automation that matches your quoting process—carriers, raters, steps, and standards. Your staff reviews; your judgment stays in charge.
If you want this in the current quarter, book the fit call.