Quote comparisons put together for you
Drop in the carrier quotes for a client. The program pulls premium, limits, deductibles and effective dates into one comparison in your agency's format. Your producer checks it and adds the advice.
For independent insurance agencies around Charlotte
Your account managers should be talking to clients, not retyping dec pages.
Carrier documents arrive as PDFs. Someone at your agency reads each one and types it into your management system, a comparison sheet or a spreadsheet. I build the program that does the reading and typing, and your team checks it.
Josh BertrandFounder, Alfred Sites · Custom programs and AI · Workflow AdvisorCharlotte, NC
The paperwork
Where the hours go at an agency
Every carrier lays out its documents its own way. A good account manager knows where each one hides the premium, the limits and the effective date. That knowledge is valuable. Spending it on typing isn't.
- What comes in
Declarations pages, renewals and endorsements
Gets typed intoPolicy details in your agency management system
- What comes in
Quotes from several carriers for one client
Gets typed intoA side by side comparison your producer builds by hand
- What comes in
Carrier commission statements
Gets typed intoA spreadsheet someone checks against what the agency expected
Add loss runs at renewal time, and the same few people spend their day copying numbers from one screen to another.
What I build
What I build for insurance agencies
Three examples. Yours gets built around your forms and your system.
Commission statements checked against your book
Each carrier's statement is read into one sheet and lined up against the policies you wrote. Anything missing or different from what you expected lands on a short list for a person, instead of hiding in a stack of PDFs.
Dec pages and loss runs in one layout
New dec pages and renewals come out as one row per policy: named insured, carrier, policy number, term and premium. Loss runs from different carriers come out in one layout, ready for the renewal conversation.
Proof and who you'd work with
Something I've built, and the person who built it.
The closest thing I've built
A workers' comp medical bill review company hired me because someone on their team keyed invoice PDFs into an Excel sheet by hand, every week. I built a program that reads the PDFs and builds that sheet in the layout they already used. I had a first working version on their own invoices in about a day. The version they use now checks each invoice's line items against its printed total, and a person reviews the ones that don't match.
A commission statement is the same kind of problem: a PDF laid out by someone else, and a spreadsheet that has to match it.
I don't name that client here.
Josh BertrandFounder, Alfred Sites · Custom programs and AI · Workflow Advisor
I build these programs myself, and you deal with me the whole way. I'm based in Charlotte and glad to come to your office.
I also run Alfred, my own platform for websites and booking. Clients include Outer Realm Comics and Carolina Cuts, a Charlotte barbershop.
How working with me goes
It starts with a free 15-minute call.
A free 15-minute call.
Tell me which paperwork eats the most hours. We'll know fast if it's worth a closer look.
A walkthrough.
You show me a real batch of carrier documents and where they get typed. You get a written quote before any paid work starts.
The first fix, on your real files.
It runs side by side with the old way until your team trusts it.
Ongoing help only if you need it.
A new form or a new way of working. You deal with me for all of it.
FAQ
What an agency should ask me
Can it go straight into our agency management system?
Maybe. Some systems take imports and some don't. To start, the program fills the sheet your team already uses. After I see your system, I'll tell you plainly what's possible.
Every carrier's form is different. Does that break it?
That's why the work is slow by hand, and it's the first thing I test. We start with the carriers you see most. It's built to send a layout it doesn't recognize to a person instead of guessing.
Our files are full of client information. How do you handle it?
Before I build, we agree in writing on what the program keeps, where it runs and who sees it. I build faster with AI tools, and sample files may go through them, so we can start with redacted copies. I don't hold a SOC 2 report, and I won't imply otherwise.
Will my team have to learn new software?
Not much. Most of what I build fills a sheet or a list your team already knows how to read.
Other kinds of offices
Same problem, different paperwork.
Josh Bertrand
Founder, Alfred Sites · Custom programs and AI · Workflow Advisor
Bring me the carrier paperwork your team dreads.
Fifteen minutes is enough to know. If it isn't worth building, I'll tell you.
Rather talk now? Call or text (315) 807-3292