We build custom software for independent insurance agencies that increases efficiency, improves margins, and helps your team write more business, without adding payroll.
Tell us the one workflow holding your agency back. We’ll build a working prototype that automates it, free, in 72 hours.
We take on 2 agency builds per month to maintain quality. Currently accepting new projects.
BUILT AROUND: APPLIED EPIC · HAWKSOFT · EZLYNX · AMS360 · IVANS · CARRIER PORTAL APIs · COMPARATIVE RATERS
These companies had the same problem you do: manual workflows eating margin, opportunities slipping through cracks, and growth capped by headcount. The industry was different. The fix is the same. Applied Epic, HawkSoft, EZLynx, IVANS, carrier portals, comparative raters, renewal cycles, we speak insurance.
See Full Case Studies →Premium growth is decelerating. Retention is the new battleground. In a stabilizing market, your margins depend entirely on how efficiently you operate. When we built a system for a commercial leasing firm, their analysts went from processing one deal at a time to handling 4.5× the volume with the same team. The pattern is always the same: your people spend hours on work that software handles in seconds. Encodex doesn’t replace your people, it multiplies them.
$45K–$70K salary + benefits + training. 40 hrs/week. One person’s workload. 3–6 months to productivity. Makes human errors. Scales by hiring again.
From $2.5K one-time. Handles entire workflows. 24/7/365. Already built to scale. 5–13 weeks to launch. Fewer manual errors and missed handoffs. Compounds in value every year.
→ A leasing firm: $308K/yr in avoided hiring costs (13-week build)
→ A travel company: $105K/yr in eliminated labor costs (10-week build)
→ A health-tech startup: $396K/yr in retained revenue (16-week build)
→ A sales team: $231K/yr in recovered productivity (7-week build)
That’s not a cost. That’s the highest-ROI investment in your agency.
Every system below is anchored in something we’ve already shipped. Different industry. Same class of problem. Every build includes a real-time performance dashboard.
Done:Doubled inquiry volume (+110%) and cut response time 65% for an edtravel company, unlocking a $2M/yr pipeline.
For you:Every lead captured, scored, and followed up in minutes. No more leads dying in inboxes.
Done:Cut a leasing firm’s per-deal processing from 45 minutes to under 6, 4.5× throughput, same team.
For you:Data entered once, quoted across every carrier. Producers sell instead of type.
Done:Cut a health-tech startup’s churn by 41%, recovering $396K/yr in revenue walking out the door.
For you:Automated outreach before expiration. Premium spike alerts. Cross-sell triggers. Retention on autopilot.
Done:Took a DOOH company’s booking from 5–7 days to under 60 seconds, opening a $462K/yr revenue stream.
For you:Insureds self-serve certificates, claims, and ID cards 24/7. CSRs handle revenue work.
Off-the-shelf tools force your agency to adapt to the software. We build software around the way your agency already works. No rip-and-replace of your AMS. No paying for 6 disconnected tools that don’t talk. No per-seat pricing that punishes you for growing.
You already paid for Applied Epic. For HawkSoft. For EZLynx. The problem isn’t your tools, it’s that they don’t talk to each other. We connect everything into one workflow. No new software to learn. No data migration. Just your existing stack, finally working together.
✓ Applied Epic ✓ HawkSoft ✓ EZLynx ✓ AMS360 / Vertafore
✓ EZLynx ✓ TurboRater ✓ ITC Comparative Rater
✓ Direct carrier portal APIs ✓ IVANS download integration ✓ Real-time policy data sync
✓ QuickBooks / QuickBooks Online ✓ Google Workspace / Microsoft 365 ✓ Any system with an API or data export
We’ve done this before: connected 13 distributor formats into one pipeline, bridged 5 messaging platforms into one dashboard, integrated AI processing into legacy document workflows. We don’t replace your systems, we make them work together.
We’ll Prototype the Integration for Free →Before you sign anything or spend a dollar, you’ll see your automation running with your data, your workflows, your carriers.
9 production systems shipped. $3.8M+ in documented annual impact. Build times from 5 to 22 weeks. We’ll share the full case studies on a call.
AMS integrations, carrier portals, comparative raters, renewal cycles. We understand the systems, workflows, and operational realities of insurance agencies.
We design for the people actually doing the work. Adoption is part of the design, not an afterthought.
Don’t love the prototype? Keep it, owe us nothing. You only pay after you’ve seen proof it works.
Book a free 30-minute Growth Audit. We’ll identify the single highest-ROI automation in your agency and build a working prototype in 72 hours. No contracts. No commitments. Just proof it works.
GET MY FREE PROTOTYPE →