revenue / employee, top agencies
Big "I" · Reagan 2025
🟧 For independent insurance agencies
The back-office partner built
The back-office partner built
only for independent agencies — starting with COIs.
The same consultancy method, applied to the agency back-office: we diagnose, build, and run — starting with COIs, then submissions, renewals, and AR — so you can write more business without hiring. Wholesale distribution is our primary focus; agencies are our expansion vertical.
01The problem, in your words
01
Re-keying the same submission into five carrier portals.
02
COI requests piling up in the shared inbox.
03
Policy-checking line by line.
04
Renewals as a fire drill.
05
E&O exposure from manual errors.
06
Can't write more without hiring.
02The wedge: AI COI & submission processing [VERIFY]
Read it. Validate it.
Land it clean.
We automate COI generation and policy checking against your AMS, and stop the re-keying of submissions across carrier portals — with a licensed eye on the judgment calls. Capacity to write more, without adding a CSR.
Watch it work, step by step →$228,321
hours/wk
freed on the in-scope book
[VERIFY]
more
policies, same team
capacity framing
~minutes
COI turnaround vs EOD
[VERIFY]
Independent agencies run strong margins on recurring commission income (Big "I"/Reagan Consulting 2025 Best Practices Study) — but dense COI, ACORD, and submission work caps growth. Negodiuk (the competitor) doesn't serve insurance — it's an open lane.Vendor/industry-reported where noted. We replace these with your own audited before/after on engagement #1.
03No translation layer
We speak your systems
out of the box.
Built around how you actually run — not how software vendors wish you did. We adapt to your system of record; we don't ask you to rip and replace it.
Applied EpicEZLynxVertafore AMS360HawkSoftNexsure
Where we reach you: Big "I" (IIABA) · SIAA · Keystone · ISU · Smart Choice [VERIFY channel fit]
[PLACEHOLDER]
Case study · structured for when it's real
[Named independent agency]
Situation → the wedge → before/after (COI turnaround, hours/week freed, capacity to write more) → owner quote. Names withheld by default; references on request. Populated after engagement #1's audited baseline.
See your number.
Two minutes to a bottom-up estimate. Then we verify it on a real sample and tie our fee to hitting it. No fit, no fee.