We help insurance carriers modernize customer journeys, optimize distribution technology, and leverage AI—with deep domain expertise and proven ROI.
Schedule Your Carrier Strategy SessionMounting pressure to deliver seamless experiences while managing complex distribution, legacy systems, and competitive threats.
Comprehensive solutions built on 25+ years of insurance technology expertise
Starting at $50K
Transform every touchpoint from quote to claims into competitive advantage.
Typical Results: 30-50% reduction in quote abandonment, 20-40% improvement in retention, $1M+ annual savings
Starting at $40K
Turn agent technology from cost center to competitive advantage.
Typical Results: 50-80% increase in portal adoption, 40-60% faster quotes, improved agency appointments
Starting at $60K
Practical AI implementation with governance frameworks for regulated industries.
Typical Results: $500K-$2M operational savings identified, 40-70% reduction in manual processing
Starting at $75K
Comprehensive modernization strategy balancing innovation with operational stability.
Typical Results: Clear roadmap with prioritized initiatives, risk mitigation, executive buy-in
$12K-$20K/month
Executive leadership for transformation initiatives—without full-time commitment.
Engagement: Typically 2-5 days per month, 6-12 month commitments
A growing regional carrier with 2,500+ independent agents struggled with 18% portal adoption despite significant technology investment. Agents preferred competitors with "easier" systems, leading to declining submissions and premium.
Investment: $55K consulting + $180K implementation
No learning curve. We understand loss ratios, combined ratios, distribution strategy, and regulatory complexity because we've lived it for 25+ years.
No commission relationships with technology vendors. Our recommendations are based solely on your needs—not our financial incentives.
We don't just hand you a deck. We partner through implementation—from vendor selection to change management to measuring outcomes.
Every recommendation backed by financial projections and business case analysis. We focus on premium growth, combined ratio improvement, and CAC reduction.
Schedule a complimentary carrier strategy session to discuss your specific challenges—whether agent portal adoption, policyholder experience, AI strategy, or digital transformation.
Schedule Your Strategy SessionOr call Daniel Barnaby directly: (804) 391-0882