We work with insurance brokers and MGAs. First we find out what the delays and unanswered calls actually cost you, then we build the systems that fix it and stay to run them.
A fixed-fee look at your numbers first. Results in ten business days, an answer tomorrow.
Brokers and MGAs share a condition: workload up, headcount frozen, tools already bought and quietly hated.
Angry renewal calls land on your people. The book quietly leaks. We build the systems that fix both.
for brokers →The submission pile grows faster than the desk. We build the triage that reads it first.
for MGAs →Adjacent firm, adjacent job? The list isn't a fence. Describe the job in three sentences and we'll say buildable or not.
Costs nothing to ask →We're not here to convince anyone the technology matters. You already decided that. Bring the job you want done and we'll tell you in one business day whether we can do it, what it takes, and when it runs.
Retainers, not projects. We design the system, build it, wire it into how your firm already works, and stay to run it. Every month you get a report with numbers on it. If the numbers stop justifying it, you should cancel.
Our founders closed buy-side M&A through these shops. The engineering bench ships from the rest.
Microsoft
FENIIX
Three sentences. We answer within one business day: buildable or not, what it takes, when it runs.
Wired into the tools your firm already runs. Your data doesn't leave your walls. No new logins for your team to learn.
Monthly retainer, monthly report with numbers. The report tells you when to stop.
Client PII, PHI where it applies, policy and account data: processed inside systems you control, under zero-retention terms. Never used to train anything.
Not a deck. Not a dashboard login. One page, numbers on it, the same day every month. This is the format; the numbers will be yours.
Renewal proposal drafts wired into the AMS. Loss-run ordering live for two carriers.
Bind-versus-quote discrepancy check, first pass against October binds.
A monthly retainer, scoped before anything starts. No build fees, no surprise invoices, no hourly billing. Engagements start at $10,000/mo. If that's more than the job is worth, we'll say so on the first call. Engagements open with a fixed-fee look at your own numbers: we go through your book, your submission pile, or your client files, and show you what the gaps cost. Ten business days, credited in full against the first month. For scale: one reclaimed producer day a week is worth more than the retainer.
First system live in six weeks, tuned after that. Six-month minimum so we can stand behind the numbers, then month-to-month.
In systems you control. Models run under zero-retention agreements: processed, never stored, never trained on. Every engagement, no exceptions.
Zero-retention model configuration, isolated environments scoped to the engagement, named-access-only, destroyed with a certificate at offboarding. We'll sign your engagement letter's confidentiality terms. And yes, we've heard of 7216.
Good. We're not either of those. We ship working systems and stay to run them. Your IT department has a full-time job already and your consultants leave with a deck. We leave with the thing running.
Nothing about how it works. You need to know the job. That's the whole engagement from your side: three sentences, one call, then a monthly report.
A fixed-fee look at your numbers first: ten business days, credited in full if you continue. Rather talk first? Book a call, straight answer within one business day.