Sound familiar?
What insurance agencies tell us before a project starts.
- Quote requests arrive by form, phone and email, and some get answered a day late.
- Renewal reminders depend on one person remembering.
- Policy documents come as PDFs and someone types the details into the system.
- Our agency management system and our CRM do not talk to each other.
- We cannot easily tell which leads turned into policies.
What we build
Each one is a working piece you can open and check when it's done.
Quote request intake
One form that collects what you need by line of business, creates the contact, assigns an agent and sends the client a clear reply.
CRM setup and lead pipelines GoHighLevel setupRenewal follow-up
A list of policies by renewal date, with reminders to the agent and a message to the client at set points before the date.
n8n, Make and Zapier automation CRM setup and lead pipelinesPolicy documents read automatically
Declarations pages and certificates read on arrival, with the key fields placed in a sheet or your system for a person to check.
PDF and document data extractionCertificate and document requests
Requests for certificates handled from a form, with the right document found, named and sent, and a record kept.
n8n, Make and Zapier automation API integrations and data syncLead source reporting
Leads, quotes and bound policies by source and by agent, so you can see which marketing is paying off.
Dashboards and reportingTexts and booking for client calls
Clients book a review call from a link, get reminders, and missed calls get a text back.
Booking and scheduling systemsInsurance software we work with: AgencyZoom, Applied Epic, HawkSoft, EZLynx, Ivans, Salesforce Financial Services Cloud.
And the general tools around it: HubSpot, GoHighLevel, Google Sheets, Twilio, Zapier, Make.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Renewal reminder sequence
Example: a small agency wants clients with a policy renewing in sixty days to get an email, a text at thirty, and a task for the agent at fourteen, all stopping once the renewal is confirmed.
CRM workflows, SMS, Google SheetsExample project
Declarations page to spreadsheet
Example: an agency receives declarations pages from carriers by email. Each one is read on arrival and the insured name, term and coverage limits go into a sheet for review.
Gmail, PDF extraction, Google SheetsExample project
Quote form by line of business
Example: a broker handling personal and commercial lines wants a single form that asks different questions by line and sends each request to the right agent.
Forms, CRM, round-robin assignmentQuestions people ask first
Can you connect to our agency management system?
If it has an API, an import or an export, yes. If it has none, we say so up front and plan around it.
Where do client documents go?
To the folders or systems you already use. We keep sensitive documents in places set up for them and send people links instead of copies.
Will it send things to clients without us seeing them?
Only what you approve. Anything that needs judgment goes to an agent first.
How do we start?
Tell us your management system and the task that slips most often. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com