How It Works
Live Automation in 30 Days. No IT Department Required.
Most agencies are live in four weeks. Here's what happens from day one.
The Process
Four Weeks to Live Automation
Every engagement follows the same four steps, from connection to production in 30 days.
Connect & Configure
We connect to your AMS (Applied Epic, HawkSoft, EZLynx, AMS360, NowCerts, QQ Catalyst, AgencyZoom, and more) and carrier portals. You share credentials securely. We handle the rest.
Build & Map
We map your quoting workflows: which carriers, which lines, which data fields. Every agency is different, so every build is custom.
Test & Validate
We run your actual renewal and new business data through the system. You review output side-by-side with manual quotes to verify accuracy.
Go Live & Optimize
Automation goes live. We monitor every run, catch errors before you do, and tune performance as carrier portals change.
Zero IT Burden
No IT Department Required
We handle the technical side so you can focus on your clients.
No servers to manage
RPA Studio runs in the cloud. Nothing to install.
No code to write
We build your workflows. You approve them.
No IT tickets
We handle carrier portal changes, MFA prompts, and browser updates.
No integration projects
We connect to your AMS directly. No middleware, no API keys.
After Go-Live
We Don’t Disappear After Launch
Ongoing support, monitoring, and expansion, as long as you need it.
Ongoing Monitoring
Every automation run is tracked. If something breaks, we fix it, often before you notice.
Carrier Portal Updates
When carriers change their portals (and they do), we update your automations.
Workflow Expansion
Start with renewals, then add new business quoting, intake processing, or COI issuance.
Dedicated Support
You get a real person. Not a ticket queue.
FAQ
Common Questions
Is this another portal I have to learn?
No. RPA Studio works inside your existing AMS and carrier portals. There's nothing new for your team to learn. No new login, no new interface, no context switching.
What happens when a carrier changes their portal?
Our AI detects portal changes and adapts automatically. No developer needed, no downtime, no IT tickets. This is the #1 reason agencies choose us over generic RPA tools.
Can I trust AI with my quoting?
Every quote goes through validation checks and lands in your team's queue for review. Nothing is submitted to a carrier without human approval. Automation handles the data entry. Your team handles the decisions.
What AMS systems do you support?
Applied Epic, HawkSoft, EZLynx, AMS360, NowCerts, QQ Catalyst, AgencyZoom, and more. If you use it, we probably support it.
Do I need to give you my carrier portal passwords?
Yes, but they're stored with AES-256 encryption and accessed only by our automation system, never by humans.
How quickly do you adapt when carriers update their portals?
Usually within hours. Our AI monitors for changes continuously and adapts automatically. You don't need to do anything.
Can I start with just one workflow?
Absolutely. Most agencies start with renewal quoting and expand from there.
What if the automation makes an error?
Every run includes validation checks. Errors are flagged for human review before anything is submitted.
How long does onboarding take?
Most agencies are live within 30 days. Complex setups with many carriers may take slightly longer.
Is there a long-term contract?
No. Month-to-month after your initial setup period.
Ready?
15 minutes to see if this fits your agency.
No pressure. No pitch deck. Just a quick look at your quoting flow and whether RPA Studio is a fit for it.
Month-to-month. No contract. About 30 seconds to book.