A client calls at 6:30pm and hits voicemail. Where do they call second?

The angry calls land on your people. The leaks land on your book

A hard market your CSRs didn't cause, after-hours calls nobody counts, and renewals that quietly lapse. None of it shows up on a report until your best CSR quits and the book is worth less than you thought. Here is where we start.

Where we'd start

Brokerages leak in the same two places first: the phones, and the book itself. So that's where we start. Not with a platform, not with a roadmap. With the systems that pay for the rest.

The book mine. The records are already in your AMS: accounts with a commercial policy but no benefits, a P&C policy but no life, a renewal that quietly lapsed last quarter. We build the system that finds them and runs the outreach that converts them. On a typical book that's six figures of premium you already own but haven't written. Most owners find out what the book was worth the day they try to sell it.

The phone. Inbound quote requests answered in seconds, around the clock, in your shop's voice. The 6:30pm call gets a human-sounding answer, a message taken, and a callback scheduled, not voicemail. Your CSRs stop absorbing the angry renewal calls stacked on top of eight hours of clerical work, because the clerical work is done.

Once those two run, the rest of this page is paid for.

Start with the numbers

The Book Mine. Ten business days, two numbers: the recoverable premium sitting unwritten in your AMS, and the service leak from calls that went unanswered. A fixed fee, credited in full against the first retainer month if you continue. Under ten thousand dollars of found annual revenue and you pay nothing.

Then the rest of the shop

Growth

Mine the book for unwritten lines and run the outreach that converts them.
Answer inbound quote requests in seconds instead of two days.
Flag accounts likely to lapse before the renewal date passes.

Producer capacity

Cut submission prep from hours to minutes so producers quote more accounts.
Build renewal proposals automatically from expiring versus new terms.
Order and summarize loss runs without an account manager in the loop.

Clean operations

Check bound policies against quotes before a discrepancy becomes an E&O claim.
Issue certificates without an account manager touching them.
Clean and household the AMS data so everything above actually works.
Onboard acquired agencies onto one process instead of six.

Your job not on the list? Good. The list is where we usually start, not where we stop. Tell us the job in three sentences and we'll come back with a straight answer: buildable or not.

What we find in a typical engagement

The same four leaks, in nearly every book we open.

21x

The phone

The odds of qualifying an inbound lead fall twenty-one-fold when the first response slips from five minutes to thirty. The two-day callback isn't slow service, it's a lost account.

The book mine

Multi-line clients renew at roughly twice the rate of single-line clients. The unwritten second policy is the one that keeps the first.

~30%

The householding

Contact data in a typical book decays by about a third each year.

1 in 3

The lapse flag

A record share of commercial customers shopped their renewal last cycle. Accounts about to lapse almost never announce it.

Built and run, on retainer

Your data doesn't leave your walls. No new logins for your team to learn.

Integrations include but aren’t limited to: Applied Epic · AMS360 · HawkSoft · EZLynx · Outlook

Field notes on the same problems: certificate of insurance tracking · what your book is worth · commission reconciliation · choosing an AMS · loss runs

Monthly retainer, monthly report with numbers. If the numbers stop justifying it, you should cancel. We'll say so first.

What the retainer covers: both starting systems, then whatever the book surfaces next, one line at a time. At one unwritten commercial policy a week, the commission alone clears the retainer. At two, it's the best spend on the page.

412outreach sent 17policies bound from mined lines 98.2%quotes answered under 60 sec $214,000premium written, mined

Sample metrics. Yours arrive in the first report.

Find out what it's costing you

See what it costs →

The Book Mine: fixed fee, ten business days, credited in full if you continue. Rather talk first? Book a call, straight answer within one business day.