Results

Agencies Like Yours Are Already Running on Automation. Here's What Changed.

Real numbers from real agencies. Not projections, not estimates.

By the Numbers

Key Metrics

58+

Hours Saved Monthly

Per agency, on average. Redirected to selling and client service.

200%

First-Year ROI

Most agencies recoup their investment within the first six months.

2h → 10min

Quote Turnaround

What used to take 2 hours of portal entry now runs in under 10 minutes.

$60K

Position Equivalent

The equivalent of a full-time hire's worth of quoting work, recovered without hiring.

Case Studies

Real Agencies. Real Workflows. Real Results.

800+ Minutes of Portal Work, Eliminated

Independent P&C agency · NowCerts · 8-12 carrier appointments

800+ minutes daily on quoting-related data entry. Over 13 hours of portal work every day. Each carrier took 15-20 minutes, done sequentially, one portal at a time.

13 hours → under 1 hour8-12 carriers automated$60K position equivalent recovered

Captive to Independent, Without a Back Office

Former captive agent · Transitioning to independent · No established staff

No back-office infrastructure. No portal experience across multiple carriers. No staff to hire. Needed to quote across carriers from day one.

Operational from day oneZero hires neededFocused on retention, not data entry

75% Reduction in Renewal Processing

Growing independent agency · 50+ renewals monthly · Considered hiring a VA

90-day renewal cycle creating a permanent backlog. Each renewal required 1.5-2 hours of manual processing. Peak months meant 15-20 per day. Considered a virtual assistant. They could handle 4-6 per day.

75% time reductionFull week → few hours of reviewCross-sell opportunities identified

See how this would work for your agency.

Our Approach

How We Get These Numbers

Custom-Built Workflows

Every automation is built for your agency: your carriers, your AMS, your lines of business.

Ongoing Monitoring

We watch every run. If a carrier portal changes, we update your automation before it breaks.

Human-in-the-Loop

Automation handles data entry. Your team handles decisions. Nothing is submitted without review.

Dedicated Support

Real people. Not chatbots. Not ticket queues.

Is It Right for You?

Who Gets the Most from Automation

  • Agencies quoting across 8+ carrier portals
  • Teams doing 3,000+ keystrokes per day on carrier portals
  • Agencies processing 50+ renewals monthly
  • Agencies using comparative raters but still entering data in portals
  • Former captive agents transitioning to independent
See pricing for your volume →See how onboarding works →

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.