AI Operations for Insurance Agencies

We replace your
manual workflows
and run them for you.

Independent P&C agencies spend 25–30 hours a week on work that should be automated. We build the systems and manage them every month — no IT department required.

See if you qualify → 9 questions · No call required · Response within 24 hrs
36,000 independent agencies in the US
25–30hrs per week lost to manual admin
66% haven't adopted AI as of 2026

The Problem

Your agency is doing
$15/hr work at every level.

The same five workflows are eating your team's time every single week. They've been doing it this way for years because nobody built them anything better.

01

Intake & quoting data

Every new client requires someone to manually collect, enter, and route the same information — every single time.

02

Certificate requests

18 minutes per certificate. 40 requests a week. That's 12 hours your best CSR spends on something a system can do in 90 seconds.

03

Renewal sequencing

Renewals fall through the cracks because the follow-up process lives in someone's head, not in a system that runs automatically.

04

New client onboarding

Welcome emails, document collection, account setup — all done manually when a client signs. Every time.

05

Lead follow-up

Leads go cold because nobody has time to follow up consistently. The pipeline leaks and nobody knows exactly where.

06

No visibility

You don't have a clear picture of your pipeline, your MRR, or which workflows are breaking — unless you log into four different tools and piece it together yourself.

The Solution

We build the systems.
Then we run them.

SwiftOps maps your operations, builds AI-powered workflows, and manages them monthly. You get time back. Your team does real work.

  • No corporate IT requiredBuilt for independent agencies with no internal tech support.
  • Works with your AMSEZLynx, Applied Epic, HawkSoft, Vertafore — we connect to what you already use.
  • Fully managed monthlyWe don't hand you a system and disappear. We run it, monitor it, and improve it every month.
  • No calls requiredThe entire process — from application to proposal to onboarding — runs async.

What happens when a lead comes in

Form submitted Instant
Lead scored 0–100 Automated
CRM contact created Automated
Personalized email sent Automated
Logged to dashboard Automated
Owner review 2 hrs/week

Zero human involvement in steps 1–5.

How It Works

From application to
running system in 3 weeks.

No discovery calls. No lengthy onboarding. You fill out a form, we do the work.

01

Audit + Build

We map your current operations, identify the highest-leverage automation opportunities, and build your core workflows. Delivered in 2–3 weeks with full documentation.

$4,500 – $7,500 one-time

02

Monthly Retainer

We manage your systems every month. Monitoring, optimization, new workflow additions, and a monthly report showing exactly what your automation is doing for you.

$1,500 – $2,500/month

03

You get time back

Your team stops doing $15/hr work. Your best people focus on clients, relationships, and growth. The systems run quietly in the background — every day, every week.

20+ hours recovered per week

Ready to stop doing
this manually?

Fill out a 9-question form. We'll tell you within 24 hours whether we're a fit — no call required.

See if you qualify →

Independent P&C agencies · 10–75 staff · EZLynx, Applied Epic, HawkSoft, or Vertafore