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Professional Services

Automation for insurance agencies.

An agency's revenue is renewals, and renewals are lost to inattention rather than price. A Convoy CIS makes sure every renewal, certificate and endorsement is worked on time, without adding headcount.

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01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a insurance agencies operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Renewals worked in the last week because nothing surfaced them earlier
  • Certificates of insurance issued by hand, one request at a time
  • Endorsement requests lost between the client and the carrier
  • Quote comparisons rebuilt manually across carriers
  • Claims status chased by the client rather than reported by the agency
02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Renewal pipeline

Every policy surfaced well before renewal with the prep already staged.

02

Certificates

COI requests fulfilled from the policy record automatically.

03

Endorsements

Requests tracked from client to carrier to confirmation.

04

Claims follow-through

Status tracked and communicated without the client having to ask.

03 / The dashboard

This is how your board could look.

A command view built for Insurance Agencies. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

Insurance Agencies
As of --:--:-- Illustrative
Panels
Open items 18 awaiting action +12
Cleared today 42 no human touch -4
Needs command 3 escalated to you +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:41 INTAKE New records captured and routed to the right owner.
06:38 DOCS Documents generated from one source record.
06:35 FOLLOW-UP Overdue items surfaced with outreach drafted.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

Applied Epic AMS360 HawkSoft Microsoft 365 DocuSign Twilio

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

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We use this only to prepare your recon. We do not sell or share it.