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Insurance brokers hand us their hardest problems.
Carrier updates, renewals, COIs, AMS hygiene — the work that eats your week. We run it with insurance-trained teams and production AI, measured on a live dashboard you can audit.
Broking is a relationship business.
So why does servicing run your day?
Servicing swallows selling time
Carrier updates, endorsements, certificates, e-sign chasing — producers spend their best hours on work that doesn’t bind business.
E&O exposure hides in the workflow
Unchecked policies, undocumented calls, missed non-renewal notices. Every manual handoff is a liability waiting for a claim.
Renewals leak revenue
Without 90-day renewal planning, remarketing, and payment follow-up, retention and cross-sell quietly erode every month.
Three levers. One outcome:
you sell, we run the rest.
Technology alone doesn’t fix broken operations, and outsourcing alone doesn’t scale. We deploy all three together — measured on a live dashboard.
AI Ops
Production AI on your agency’s real workflows — not slideware.
- Intelligent document processing for policies & ACORDs
- AI-assisted policy checking to cut E&O exposure
- Conversational AI for service & agent support
- Predictive analytics for retention & cross-sell
Workflow Automation
Your AMS, raters, and carrier portals — finally working as one system.
- AMS automation & data quality (EZLynx, ITC, carrier portals)
- Custom workflows mapped to how your agency actually works
- Task management with clear ownership & audit trails
- Operational dashboards — every activity visible
Servicing Outsourcing
Insurance-trained teams who own your back office end-to-end.
- Carrier updates — cancellations, non-renewals, claims, e-sign
- Insured requests — endorsements, certificates, COIs
- New business — quoting, policy checking, AMS entry
- Renewal prep — summaries, remarketing, 90-day planning
No black boxes. A process you can audit.
Understand precisely
We dive into your goals, book of business, and pain points — and map every workflow before touching anything.
Design the system
Custom workflows, automation targets, and team structure — designed around your AMS and carriers, not a template.
Deploy team + tech
Insurance-trained specialists and AI tooling go live together, with free onboarding and clear SLAs from day one.
Measure & improve
Live dashboards track every task. We review ROI with you and keep tuning — retention, bind ratio, hours saved.
Built by people who’ve run insurance,
not just talked about it.
20+ years in insurance & finance
Deep operational expertise across the insurance value chain, with partnerships spanning global firms like Marsh and Brown & Brown.
30+ years in technology, 15+ in insurance
Former Product Director for insurance SaaS platforms and AVP Architecture at an insurance consulting firm.
Operational transparency
Comprehensive dashboarding tracks every activity — you always know what’s being done, by whom, and why.
Process ownership
Our teams self-assign and own outcomes — not a ticket queue where your work is somebody’s maybe.
Insurance-native expertise
AMS platforms, raters, carrier portals, compliance — we speak your stack because we’ve implemented it.
Tech & tools included
Cutting-edge AI and automation come with the engagement — no separate software bill, no integration project.
Hear it from the agencies.
Assuretrac deeply understands the insurance tech ecosystem and insurance operations.
I was always busy with servicing. Assuretrac analyzed my workflows, identified the primary obstacles to productivity, and freed up my schedule to engage with new customers.
I wanted a virtual assistant but was skeptical about the coordination. Assuretrac made it seamless — I finally have time to sell again.
We build alongside the best.
Bring us your hardest problem.
A 30-minute conversation about your workflows — where the hours go, where the risk hides, and what we’d fix first.
Bring Us a Problem