Stop Losing Renewals to Slow Response Times
We automate your quote intake, renewal reminders, and claims processing so your producers can focus on closing, not data entry.
The modern insurance agency is often bogged down by the 'swivel chair' effect—manually moving data between carrier portals, rating engines like EZLynx, and agency management systems like Applied Epic or AMS360. With agencies losing up to 25% of renewal revenue to competitors who simply respond faster, manual processing is no longer a viable business model. Most CSRs spend 40% of their day on low-value administrative tasks like COI delivery and basic policy change requests.
Read Laboratories bridges these gaps by implementing intelligent automation that connects your tech stack. By automating the First Notice of Loss (FNOL) and the 90-day renewal sequence, we ensure your agency maintains a high-touch feel without the high-overhead cost. We focus on eliminating the friction between your lead sources and your AMS, ensuring data integrity and E&O compliance at every step.
Problems We Solve
High Quote Request Friction
Stop letting leads die in your inbox. We automate the extraction of lead data from web forms and PDF applications, pushing them directly into Hawksoft or AgencyZoom for immediate producer assignment.
Renewal Revenue Leakage
Automated 90, 60, and 30-day renewal sequences ensure every client is touched before the expiration date, preventing last-minute shopping and increasing retention by up to 15%.
Manual COI Bottlenecks
Commercial lines often stall due to Certificate of Insurance requests. We build workflows that allow clients to trigger COI delivery through a secure portal, fulfilling the request in seconds without CSR intervention.
Inconsistent Cross-Selling
Identify 'monoline' customers automatically. Our systems scan your book of business in InsuredMine or AMS360 to trigger automated multi-policy discount campaigns when a client only has one line of coverage.
Carrier Communication Silos
We automate the scraping and filing of commission statements and policy documents from carrier portals, organizing them into your central repository without manual downloads.
What You Get
AMS & CRM Sync
Bi-directional data synchronization between Applied Epic, AMS360, and front-end CRMs like AgencyZoom.
Automated Claims Intake
Digital FNOL forms that automatically create activities in your AMS and notify the assigned adjuster via Slack or Email.
Renewal Outreach Bots
Personalized SMS and email sequences that confirm client details and update risk profiles before the renewal window opens.
E&O Compliant Logging
Every automated interaction is timestamped and logged directly into the client record to maintain a perfect audit trail.
Commission Reconciliation
Automated tools to compare carrier commission statements against expected agency revenue to catch underpayments.
What It Costs
Setup
$2,000 - $5,000
Monthly
$300 - $600
ROI Example
By recovering just two mid-sized commercial renewals per year through automated follow-up, the system pays for itself. Most agencies see a 20% increase in CSR capacity within 90 days.
Frequently Asked Questions
Does this work with Applied Epic or AMS360?
Yes. We specialize in building custom API connectors and RPA (Robotic Process Automation) workflows that interact with major Agency Management Systems, even those with limited native integrations.
How do you handle E&O compliance?
Every automation we build includes a 'human-in-the-loop' option for final approval and creates a permanent note in the client's file, ensuring your agency stays compliant with state regulations and E&O requirements.
Will this replace my CSRs?
No. It replaces the 'busy work' your CSRs hate. By automating data entry and COI delivery, your staff can spend more time on complex coverage analysis and building client relationships.
Can you automate carrier portal logins?
Yes, we use secure RPA tools to log into carrier portals, retrieve policy documents, and upload them to your internal system, eliminating hours of manual downloading every week.
How long does the setup take?
A typical insurance workflow implementation takes 4 to 6 weeks, including a discovery phase, development, and staff training to ensure high adoption rates.
What if we use a niche rater like EZLynx?
We integrate with EZLynx to ensure that when a quote is generated, the prospect data is automatically pushed to your CRM and follow-up sequences are triggered based on the quote status.
Ready to Automate Your Agency?
Book a free 15-minute workflow audit to see how much time your team can save.
Serving Insurance Agencies nationwide. Based in Westlake Village, CA.