What we're building next.
This is where we're headed, not a promise on dates. Priorities move based on what agencies actually ask for.
Packets
Ready-to-assign checklists for the processes agencies run every day.
New Employee Onboarding
Free on every plan. Paperwork, system access, licensing, and the first 30 days.
Producer-to-Service Account Handoff
What a service team needs before they can actually work an account.
Renewal Preparation and Client Review
Start the review, request updates, and document what happens next.
New Business Intake and Quote Preparation
Get the right information before a quote goes out, not after.
Employee Offboarding and Access Removal
Don't find out three weeks later someone still has access.
Binding Request Through Policy Delivery
From "bind it" to a delivered, reviewed policy.
Daily Work Queue and Overdue Review
Review what's open, whose it is, and what needs attention.
Claims Intake and Reporting Handoff
Capture the report and hand it off the right way, every time.
Role Training and Readiness
Assign role-specific training and document when someone is ready.
Quote Presentation and Follow-Up
Explain the proposal, log questions, track the outcome.
Pending Issuance and Discrepancy Follow-Up
Track missing documents or mismatches through to resolution.
Renewal Remarketing and Decision Follow-Up
Coordinate remarketing and track the client’s decision.
Claims Follow-Up and Escalation
Track outstanding communications and route concerns to the right person.
Book and Workload Transfer
Reassign open work when someone leaves or changes roles.
Incomplete Handoff Resolution
Flag what a handoff is missing and confirm the receiving person accepts it.
SOP Creation and Maintenance
Document a process, test it with staff, and keep it current.
Features
Ways to make the product itself more useful.
Recurring Packets
For things you need done every week, month, or quarter, without recreating it each time.
Manager approval steps
Require a manager to sign off before someone moves to the next step.
Document uploads on steps
Attach the actual file to a step instead of just checking a box.
AMS integration
We're keeping the first version simple on purpose. This is next after the core product is right.
Outlook and Gmail integration
See and act on Packet assignments from your inbox.
Start with what's ready today.
The Free plan includes the New Employee Onboarding Packet. No credit card required.
Get Started Free