The quote comes back
already on the account.

1. A quote lands in a portal, an email, or a PDF attachment, depending on the carrier.
2. Someone opens the AMS beside it and retypes the premium, limits, and policy number.
3. The PDF gets saved to a desktop folder, then attached to the account if there is time.
4. A digit gets transposed, and nobody finds out until the producer quotes off it.
5. Reporting runs off fields that are only as current as the last person who caught up.

• ✓Premiums, limits, and policy numbers written into the right AMS fields
• ✓Quote PDFs attached to the account, named the way your team names them
• ✓Carrier declinations recorded as declinations, not left as silence
• ✓Reporting that matches the portals because nothing is waiting to be typed

~6 hours saved · every week

Collection

Quotes are picked up wherever the carrier puts them: the portal, the shared inbox, the attachment. Each one is matched to the account and the submission it belongs to before anything is written.

Parsing

Premium, effective dates, limits, deductibles, policy number, and coverage notes are read out of the document. Carrier formats differ, so the parsing is built per carrier rather than assumed to be uniform.

Field mapping

Values land in the AMS fields your agency actually reports on, mapped once during the first week against your configuration: your custom fields, your activity codes, your naming.

Confidence checks

A premium that moved more than your threshold, dates that do not line up, a policy number that fails the carrier’s format: these stop and wait for a person instead of writing a wrong number into the file.

Documents and activity

The quote PDF is attached to the account and an activity is logged, so the file is complete and the next person can see where the number came from.

Monitoring

Carriers redesign portals and change document layouts. We catch the break from monitoring and push a fix, usually before anyone on your side notices.

What if the carrier has no API?

Most do not, which is the point. Where a carrier offers an API we use it. Where it does not, we work the portal deterministically the way your CSR does, and the sync-back looks identical from your side either way.

How do we know a wrong number will not get written into the file?

Anything outside the thresholds you set stops and waits for a person. A quote that is ten minutes late is cheap; a premium that is wrong in the AMS is not, so the system is built to hand off rather than guess.

Which AMS fields does it write to?

Yours. Custom fields, activity codes, and naming conventions get captured in a mapping layer in the first week, and the automation is built against your configuration rather than a reference install.

Do we have to change how our team works?

No. We sit on top of the AMS you already run (HawkSoft, NowCerts, AMS360, EZLynx, Applied Epic, QQCatalyst). The change your team notices is that the account is already updated when they open it.

How fast can we get started?

Send a Loom on Monday and you watch it run on this week’s real quotes that Friday. Month to month, you own everything, cancel anytime.

What does it cost?

It starts free: a 20-minute call and a written automation map of the 3 to 5 workflows worth automating first. Then a 14-day pilot for $2,499 one time: one workflow, fixed scope, live and used by your team by day 14, or you don’t pay. After that, $2,499 a month keeps it running (monitoring and fixes included) and adds one new automation each month; $4,499 a month runs two build lanes. Month to month, cancel anytime, no setup fees. No per-quote charges.

Bring the retyping between screens eating your week.

Twenty minutes, no deck. Show us the task, we tell you whether we can automate it and what it would cost. If the answer is no, we’ll tell you who can.