A new client gets keyed into the AMS, then three carrier portals, then a spreadsheet. Renewals and COIs run on memory and sticky notes. Quoting is copy-paste across carrier sites. The book keeps growing — and the service side keeps drowning in re-entry that nobody has time to fix.
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The producers write the business. The friction is in everything that happens after the sale.
No rip-and-replace of your AMS — just the specific fixes that stop the re-keying and the missed renewals.
We spend 45 minutes on how a policy actually moves — how a client becomes a quote, gets bound across carriers, lands in the AMS, and comes up for renewal — and where the same details get typed again and again. I listen for the repetitive and the manual, especially the gaps between the AMS and the carrier portals.
A few days later you get a short, plain-English report: what’s costing the service team time, what fixes each thing, what it runs a month, and where to start. Most of it is connecting the AMS and tools you already pay for — one intake that pushes everywhere, automatic renewal and COI reminders, quoting that stops being copy-paste. Some of it I can build once and hand you with no new subscription. The report is yours either way.
It usually pencils out fast: keying one new client into the AMS and three carrier portals runs about 10 minutes, and that's before the quotes you don't win — which got typed too. Across a week it's most of a day. We work it out from your real numbers on the call — the tools to stop it usually run around $60 a month, before anything custom gets built.
An illustrative example — not a specific client.
Take an 11-person P&C agency. Every new client gets typed into the AMS and then three carrier portals by hand — and every quote that doesn't close got typed too. Add the un-won quotes and it's a stack of hours nobody bills for.
→ One intake that pushes to the AMS, plus automatic renewal and COI reminders. The double-entry stops and renewals stop slipping. No new subscription.
southbend.tech · South Bend, IN · info@southbend.tech
Yes. southbend.tech is based in South Bend and works with businesses across Michiana, including Mishawaka, Elkhart, Granger, Niles, and nearby Indiana and Michigan communities.
The $999 audit starts with a plain-English report, but the same South Bend developer can also build the automations, integrations, and small internal tools the report recommends.
southbend.tech serves South Bend and Michiana businesses. The contact email is info@southbend.tech.
Book a time, walk me through how a policy moves through your agency, and get back a plan to get the service team's hours back — whether or not you ever hire me again.
Book the audit — $999