Industries / Insurance agencies / Commercial lines
Commercial insurance automation: submissions, loss runs and COIs, handled
Opens Google Calendar to pick a time. We meet on Google Meet or in person.
Commercial lines work is document-heavy. Every renewal and new submission needs loss runs, applications, schedules and supplementals gathered from the client and prior carriers. Account managers spend more time collecting paper than advising clients.
You already have the tools. You just haven't had time to build them out. I do it for you.
Opens Google Calendar to pick a time. We meet on Google Meet or in person.
Where the time goes
What slows the office down
Example first projects
Automations built inside your tools
Tools I work inside
Applied EpicAMS360VertaforeMicrosoft 365DocuSignYour carrier portals
Contractor clients and certificates
Agencies that write contractors know certificates of insurance are a daily flood: every general contractor, property manager and municipality wants one. A structured request form and drafted certificates turn a constant interruption into a short review queue.
The CSR still verifies each certificate against the policy before it goes out.
Better submissions, better responses
Underwriters respond faster to complete, consistent submissions. Standardizing the packet doesn't change the advice your team gives; it changes how much time they spend assembling it and how often a market comes back asking for something that was missing.
Data handling
What stays where
Account data stays in your AMS and document storage. Automations follow your agency's privacy procedures and GLBA obligations, and anything sent to clients or markets is reviewed by your licensed staff. I don't provide coverage or legal advice.
We can meet in person in the Treasure Valley or over video, whichever suits you. Remote projects for Idaho businesses work just as well. Nearby: Boise, Meridian, Nampa, statewide.
Time back, not revenue promises. The systems I build are designed to save your team real hours on the work we automate. I don't guarantee specific revenue or lead numbers.
No compliance guarantees. I don't provide legal, tax, regulatory, licensing or data-privacy advice or certification.
Results come from willingness to innovate. The businesses that win are the ones ready to adopt new tools and change how work gets done.
FAQ
Commercial lines questions
Can automation complete applications?
It can prefill them from your account record for review. A licensed person checks and submits.
Does this work for small commercial accounts?
Yes, and small accounts often benefit most, because the margin on each one can't absorb hours of paperwork.
How do we start?
Book a 15-minute call. We'll pick the document workflow that's costing your team the most time.
Commercial lines: tell me what's slowing your team down.
Opens Google Calendar to pick a time. We meet on Google Meet or in person.
Start with a 15-minute discovery call. No prep, no pitch deck.