Built for an independent agency
You write policies. The certificates are what eat the day.
A certificate is requested, someone stops what they are doing, pulls the policy, types the holder, sends it, logs it. It is not the writing that costs you — it is the interruptions around it.
Assess — what we look at first
The certificate request that arrives at 4:55 PM
A contractor client needs proof of coverage for a job starting tomorrow. The work itself is short. The cost is everything that stopped while it happened. That interruption pattern is the first thing we look at in an agency.
Build — in this order
Three workflows first. Yours would look like this.
Prices and timelines are the published ones from our service catalog — the same figures on /services/, as of September 2026. Nothing on this page is a placeholder. Anything larger than a listed offer is scoped after intake.
One workflow, guaranteed to save 10 hours a week, or you don’t pay. We’ll build one workflow automation that saves your team at least 10 hours per week. If it doesn’t hit that benchmark, you get 100% of the build fee back. Zero ambiguity.
Nothing binds, nothing goes to a carrier, and no premium moves without a licensed person saying so. Every action leaves a plain-language record of what ran and who approved it.
Book 15 minutesWe find where the hours go. If it isn’t there, we say so.