FOR INDEPENDENT COMMERCIAL INSURANCE AGENCIES

Your team knows insurance.
The chasing shouldn't be the job.

I build systems that sort incoming requests, pull details out of documents, track what's missing before renewal, and prepare routine replies for review. Your licensed people spend less time copying, pasting and chasing, and more time on the work that needs them.

Book a free 15-minute callSee what I build

Fixed scope and agreed tests before anything is built.

ILLUSTRATIVE EXAMPLE
Inbox · 7:42 AM
Need a COI for the Friday job ASAP

Hey, GC needs a certificate before we start. Contract attached, they want to be additional insured...

subcontract_agreement.pdf
Certificate requestDue Fri
Insured
Client on file
Holder
GC from contract
Requested requirement
Additional insured
Needs verification
Owner
Account manager
Source: contract p. 4, §11 · Draft reply ready for review
THE REAL PROBLEM

Your team isn't slow. They're doing the same work twice.

If any of these sound familiar, it's taking hours your best people should spend on clients and new business.

01

Re-typing PDFs

Details from applications, contracts and loss runs keyed in by hand.

02

Chasing renewal info

Email after email to get one payroll number before the deadline.

03

The inbox is the to-do list

Requests live in someone’s email until someone remembers them.

04

The same reply, rewritten

Routine answers typed from scratch, again and again.

WHAT I BUILD

Starting points, not a menu.

These are the kinds of systems I build. Our conversation decides which problem is worth fixing first. I check your tools, access and process before quoting, so you know it's feasible before you pay anything.

Requests organized

Today: buried in shared inboxes.

After: emailed requests and attachments become tasks with an owner, a due date and a next step.

Information ready for review

Today: someone reads the PDF and re-types it.

After: relevant details are pulled out for your team to check, with the source page one click away.

Renewals kept moving

Today: missing items tracked in heads and spreadsheets.

After: what’s missing is tracked per account, and approved reminders follow your process.

Drafts prepared

Today: the same reply, typed from scratch.

After: routine responses are drafted and waiting. The right person reviews and sends.

Also: follow-up on opportunities you already haveSystems that help your team follow up on open quotes, renewals and past clients, with messages prepared for your review.
THE COST OF DOING NOTHING

What is the manual work costing you?

We work it out together on the call, with your numbers. If the math doesn't justify a build, I'll say so.

  • Hours a week your team spends on the task
  • × what those hours cost you
  • × 52 weeks
  • = the yearly cost, before a single late renewal or missed certificate
THE OFFER

One agreed workflow. Everything it takes to work.

  • ✓
    Workflow mapping session
    How the work actually moves today, with the people who do it.
  • ✓
    Written scope
    The workflow, the connections, what’s out of scope, the timeline and the price, in writing.
  • ✓
    Acceptance tests you approve
    The pass/fail checks that define “done,” agreed before the build starts.
  • ✓
    The build
    Around the tools you already use, with a person approving anything that leaves the agency.
  • ✓
    Testing with your team
    Run on representative examples until every agreed test passes.
  • ✓
    Training and a one-page SOP
    So the people who use it know how it works and what to check.
  • ✓
    Defect coverage after handoff
    A fix period for anything in scope, written into your agreement. Ongoing support is optional and separate.
FOCUSED BUILD
$3,000–$5,000

Indicative range. Your fixed price is set in the written scope. Smaller fixes are quoted separately. Software subscriptions and ongoing support are separate.

  • To start50%
  • When every agreed test passes50%
Book a free 15-minute call
WHO DOES WHAT

What I need from your team, and what I handle.

Your team

  • ✓Shows me the current process
  • ✓Provides agreed access and representative examples
  • ✓Approves the workflow and the messages
  • ✓Has the right person at testing and training

Me

  • ✓Designs the workflow around how you work
  • ✓Builds and connects it, within the agreed scope
  • ✓Runs the testing and fixes what fails
  • ✓Documents it, trains your team and coordinates handoff
HOW IT WORKS

Four steps. Agreed before anything is built.

Step 1

A 15-minute call

What does your team keep copying, chasing or putting together by hand?

Step 2

Feasibility and scope

I check your tools, access and process, then put one workflow, a fixed price and the tests in writing.

Step 3

Build and test

On the timeline in your scope. You see it working on representative examples before handoff.

Step 4

Handoff

Training, the SOP, and the system running in your agency.

WHO YOU'D WORK WITH

I'm Derrick. You'll deal with me, start to finish.

I spent nearly four years selling to local business owners, and I build systems for my own business. I start with how your agency actually works, not with software.

If the fix is a setting in a tool you already pay for, I'll show you where it is. If it needs a build, you'll get a fixed price and agreed tests before any work starts.

QUESTIONS OWNERS ASK

Straight answers.

Will this work with our management system?

I build around the tools you already use. I check what’s possible during scoping, and if a connection isn’t, you’ll know before you pay.

Can you help with follow-up?

Yes. I can build systems that help your team follow up on open quotes, renewals and past clients, with messages prepared for your review.

What happens after handoff?

Anything in scope that breaks during the fix period in your agreement, I fix. Ongoing support is optional and priced separately.

What if it doesn’t pass testing?

I fix it. The tests we agree on up front decide what “working” means.

FIFTEEN MINUTES. ONE QUESTION.

What does your team keep copying, chasing or putting together by hand?

Tell me, and I'll tell you whether it's worth fixing, roughly what it would take, and whether you even need me.

Book a free 15-minute call