Based in Wichita, KS(316) 778-4376 Book a Free Call
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Independent Insurance Agencies

Wichita, Kansas. I come to you across Wichita, Kansas City, and Oklahoma City, and work with businesses anywhere.

What I'd automate

20+ automations, each with a measurable result.

Certificate of Insurance (COI) self-service portal

Manual
  • Client emails CSR for COI
  • CSR manually fills, emails back, often multiple revisions
Automated
  • Portal lets client generate standard COIs themselves with rules baked in
On the table
  • 5 to 10 minute per COI request eliminated
  • High-volume agencies process 50+/week (estimated, AgentSync/Gravity Certs data)

Renewal review workflow

Manual
  • Renewal lists are pulled month-by-month from the AMS
  • Some clients fall through
Automated
  • Auto-task created 90/60/30 days out per policy
  • Rep, due date, status visible
On the table
$600 to $1,200/mo
  • About what you leave on the table when customers pick a competitor with more visible reviews, at around $600 each

Automated renewal communication for low-risk renewals

Manual
  • Every renewal gets a manual call from CSR
Automated
  • Low-risk renewals get an auto-sequence
  • Only flagged accounts get a human touch
On the table

eSign + payment integration on new business

Manual
  • App is emailed, printed, signed, scanned, emailed back
  • Sometimes 5+ days
Automated
  • ESign + ACH/credit card payment in one workflow
On the table
5 days
  • Bind-to-issue cycle drops from 5 days to <1 day

Cross-sell / account rounding triggers

Manual
  • Auto-only client is never offered umbrella or HO
Automated
  • Workflow flags monoline clients, sends cross-sell sequence
On the table
82%
  • Clients with 1 policy retain at 82%
  • With 3+ retain at 96% (Smart Choice)

Quote-comparison sheet auto-generation

Manual
  • Producer rebuilds carrier comparison in Excel for each prospect
Automated
  • Rater pulls quotes
  • Auto-builds branded comparison PDF
On the table
  • Saves 30 to 60 minutes per prospect

Birthday and policy-anniversary touches

Manual
  • No automated touchpoints
  • Client only hears from you at claim or bill
Automated
  • Birthday text + anniversary policy review offer
On the table
  • Retention rises measurably
  • Opens cross-sell conversations

NIGO (Not In Good Order) submission checklist

Manual
  • Producer sends incomplete commercial submission
  • Carrier kicks back
Automated
  • Pre-submission checklist enforces required docs/info before sending
On the table
35%
  • Reduces NIGO rate from ~35% to <10% (estimated)

Claim FNOL (first notice of loss) automation

Manual
  • Client calls agency in distress
  • CSR fills out carrier form manually
Automated
  • Online FNOL portal routes directly to carrier with policy + photo upload
On the table
  • Reduces FNOL handling from 30 min to <5 min
  • Better client experience in crisis

Endorsement request workflow

Manual
  • Client emails "add my daughter as driver" → manual back-and-forth
Automated
  • Endorsement self-service portal with carrier-routed submission
On the table
60 to 80%
  • Cuts endorsement processing 60 to 80%

Auto-billing / lapse prevention

Manual
  • Bill misses, policy cancels for non-payment, agency loses commission
Automated
  • ACH auto-pay + 10-day lapse warning sequence with one-tap pay
On the table
30 to 50%
  • Reduces cancellations 30 to 50%

Lead nurture for unsold quotes

Manual
  • Quoted prospect doesn't buy
  • Gets forgotten
Automated
  • 30/60/90 day re-engagement sequence
On the table
8 to 15%
  • Recovers 8 to 15% of cold quotes

Onboarding sequence for new clients

Manual
  • New client gets binder and disappears
Automated
  • Welcome sequence: portal login, ID card download, agency intro, "here's what to expect."
On the table
  • First-year retention lifts 5 to 10 points

Driver-add / vehicle-add SMS workflow

Manual
  • Customer calls during dinner-hour rush
Automated
  • Self-service text-based driver/vehicle add
On the table
  • Eliminates 5 to 10 inbound calls/week per CSR (estimated)

Document retrieval automation (declarations, ID cards)

Manual
  • Client emails: "Can you send me my dec page?" CSR pulls and sends
Automated
  • Client portal: login and pull
On the table
  • Saves 5 minutes per request, 30+/week per CSR

Carrier-rate-change notification

Manual
  • Client gets a 15% rate hike with no warning
Automated
  • Pre-renewal notice + side-by-side options
On the table
  • Converts a churn moment into a shopping conversation
  • Saves accounts

Renewal shopping (re-marketing)

Manual
  • Producer manually re-shops only the squeaky-wheel clients
Automated
  • Workflow auto-flags accounts with X% rate increase for re-shop
On the table
  • Saves clients money + agency saves the relationship

Loss-run request automation

Manual
  • Producer emails carrier requesting loss runs for commercial renewals
Automated
  • Automated loss-run request workflow tracks pending and chases the carrier
On the table
50%
  • Cuts renewal-prep time 50%+

Producer compensation reporting

Manual
  • Owner manually reconciles commission statements to producer pay
Automated
  • AMS-fed comp reports auto-generated
On the table
10 hours
  • Saves 5 to 10 hours/month of owner time

New-business referral tracking

Manual
  • "Refer a friend" promised verbally
  • Nothing tracked
Automated
  • Unique referral links + auto-thank-you with credit/gift card
On the table
3x
  • Referral volume typically 2 to 3x

Audit-prep automation for commercial accounts

Manual
  • Annual audit creates a 2-week scramble
Automated
  • Auto-monthly payroll / sales data collection drip
On the table
2 weeks
  • Audit becomes a 1-day task instead of 2 weeks

Producer pipeline / quote-to-close tracking

Manual
  • Pipeline tracked in a spreadsheet, half-updated
Automated
  • Quote stages flow from rater → AMS → automated reminders to producer
On the table
  • Close rates rise as cold quotes get worked

Ready to see what I'd build for your business?

Book a free 15-minute call by Zoom or phone.
No prep on your end, and at the very least you'll walk away with a few honest ideas for your business.

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