We build automation systems for independent P&C agencies that eliminate re-keying, capture every lead, and put renewals on autopilot.
Tell us the one task wasting your team's time. We'll build a working prototype that automates it — in 72 hours, free.
We take on 2 agency builds per month to maintain quality. Currently accepting new projects.
The average agency spends $140K–$280K/year on staff doing work that custom automation handles in seconds. An Encodex system costs less than one quarter of one CSR’s salary — and it works nights, weekends, and holidays.
$45K–$70K salary + benefits, training. Handles 1 person’s workload. Available 40 hrs/week. Scales by hiring again. 3–6 months to productivity. Makes errors (they’re human).
$14K–$30K (one-time). Handles entire workflow. Available 24/7/365. Already built to scale. 6–10 weeks to launch. No errors.
→ A lead capture system that never loses a quote request
→ Automated renewal outreach that recovers $180K+/year in lapsing commissions
→ A quoting workflow that eliminates re-keying across carrier portals
→ A real-time dashboard showing retention, production, and book performance
→ Integration with your existing AMS — Applied Epic, HawkSoft, or EZLynx
That’s not a cost. That’s the highest-ROI investment in your agency.
Your tools don’t talk to each other. We build the connective tissue.
Every lead captured, scored, and followed up automatically. No more leads dying in a shared inbox.
Data entered once, sent to every carrier simultaneously. 10 minutes per quote instead of 90.
Automated outreach 90 days out. Premium spike alerts. Cross-sell triggers. Retention by system, not by accident.
Insureds self-serve certificates, claims, and ID cards. You get a live dashboard for retention, production, and commissions.
Applied Epic, HawkSoft, EZLynx, carrier portals, QuickBooks, and more. We don’t replace your systems. We connect them.
Projected outcomes based on industry data. Your specific ROI projection is built during the free Profit Leak Analysis.
See Full Case Studies →The last thing you need is another system that doesn’t talk to the rest. We integrate with your existing stack — no rip-and-replace, no migration headaches. We don’t replace your AMS. We make it 10x more useful.
✓ 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 send working software, not proposals. Free prototype in 72 hours.
AMS, carrier portals, comparative raters, renewal cycles. You won’t teach us your industry.
If they can use email and click a button, they can use this.
One connected system instead of 6 SaaS subscriptions that don’t integrate.
Don’t love the prototype? Keep it, owe us nothing. You only pay after you’ve seen proof.
Book a free 30-minute Profit Leak Analysis. We build a working prototype in 72 hours. No contracts. No commitments. Just proof.
BUILD MY FREE PROTOTYPE →