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Insurance technology solutions

About

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

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.

Get In Touch

Interested in custom automation solutions for your insurance agency?

Contact Me