Building in production

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Insurance technology solutions

// about

Who I am

Insurance agent and developer building automation tools to eliminate manual work and improve operational efficiency.

Specializing in Florida insurance products with custom web-based solutions that streamline workflows, reduce errors, and save time.

Insurance Automation Workflow Optimization Firebase Cloudflare JavaScript Business Intelligence
// solutions

What I've built

Custom automation tools built to solve real insurance agency challenges

📊

Business Tracker

Automated policy recording and production tracking system with real-time Slack notifications

  • Eliminates manual data entry
  • Daily production summaries
  • Cross-sell opportunity alerts
  • Monthly goal tracking
Saves 2+ hours daily
💼

Quote Tracker

Prospect management system with automated follow-up reminders and seamless conversion to policies

  • Automated follow-up scheduling
  • One-click quote to policy conversion
  • Team collaboration features
  • Producer performance tracking
Zero missed follow-ups
💰

Commission Checker

Intelligent commission validation tool that catches errors and handles complex scenarios automatically

  • Statement reconciliation
  • Error detection & alerts
  • Handles cancellation/reinstatement pairs
  • Re-write policy logic
100% accuracy
📋

Guidelines Manager

Centralized underwriting guidelines database with instant search across all carriers

  • Quick guideline lookups
  • Carrier-specific rules
  • No more PDF hunting
  • Always up-to-date
Instant answers
🧮

Client-Facing Tools

Interactive calculators and assessment tools for client presentations and quotes

  • Deductible savings calculator
  • Florida asset protection calculator
  • Property insurance assessments
  • ACORD form auto-filler
Professional edge
💬

Slack Automation

Automated team notifications and reporting through Slack integration

  • Daily production reports
  • Weekly performance summaries
  • Cross-sell reminders
  • Quote follow-up alerts
Team alignment

These tools work together as an integrated system, eliminating manual processes and improving accuracy across the entire agency workflow.

// live sites

Websites I've Built

Production sites live in the insurance space today

// for agencies

Building for Other Agencies

Beyond agency websites, I build the behind-the-scenes automation that keeps agencies running — custom-fit to how each team already works.

🤖

Slack Bots

Custom bots that post production reports, cross-sell alerts, and follow-up reminders directly into your team's channels.

⚙️

Background Workers

Cloudflare Workers and scheduled jobs that reconcile commissions, sync data between systems, and run quietly in the background.

🧠

AI Agents

Purpose-built agents for underwriting lookups, quote intake, ACORD form filling, and other repetitive agency workflows.

🌐

Agency Websites

Fast, modern agency and lead-gen sites — built and launched the same way as the sites above.

// contact

Get In Touch

Interested in custom automation solutions for your insurance agency?

Contact Me