Back-office automation for independent insurance agencies
Give your agency its admin hours back.
Agentiks automates the certificates, renewals and re-keying that eat your service team's week. We start with a free 30-minute call to find where your team's hours go.
Built with a commercial lines insurance specialist (CRIS, CLCS).
What we do
We take the repetitive work off your desk and keep your people in charge of it.
Most agencies run on an agency management system, a dozen carrier portals, email, PDFs and spreadsheets that don't talk to each other. We build small, dependable automations that move the work between them, so your staff review and approve instead of re-typing.
We start with your week
We don't arrive with a product to sell. We ask where the hours go, do the math with you, and only build what pays for itself.
We work with what you have
No new platform to adopt. We work around your existing software, inboxes and forms, and your team keeps the tools they know.
You know the price first
Every build has a fixed price agreed before we start. Ongoing support is one flat monthly fee, with no usage bills.
Who it's for
Independent property and casualty agencies with too much paperwork.
Where agency hours go
The tasks we most often automate first.
- Certificates of insuranceTurn an emailed request into a ready-to-send certificate for your review.
- RenewalsTrack what's coming up, send reminders, and chase missing information.
- Service inboxSort and route incoming requests so nothing sits unanswered.
- Commission reconciliationMatch carrier statements against what you expected to be paid.
- Service deskTake routine calls such as certificate requests and policy-status checks, and hand everything else to your team.
How it works
Four steps, and you can stop after any of them.
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Free assessment
30 minutes · free
You walk us through a normal week. We add up the time each task takes, out loud, so you see where the hours go.
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Automation audit
Fixed fee · credited to your build
We map your workflows in detail and hand you a written plan: what to automate, in what order, and what each piece will save.
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Build
Fixed price per project
We build and test each automation with your team, then switch it on once they're comfortable with it.
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Support
Flat monthly fee
We monitor, fix and adjust as your work changes, and add the next automation when you're ready.
Who we are
An engineering executive and an insurance professional.
Tarek Osman
Engineering and delivery
Tarek is an engineering executive with 16 years of experience leading teams in healthcare, fintech and other regulated industries, at companies including Mastercard and Capital One. He designs and builds every Agentiks automation.
LinkedIn
Abdallah Ahmed
Go-to-market
Abdallah is a commercial property and casualty insurance professional who holds the CRIS (Construction Risk and Insurance Specialist) and CLCS (Commercial Lines Coverage Specialist) designations. He leads go-to-market for Agentiks, including every client assessment.
LinkedInBased in McLean, Virginia. We work with businesses across the Washington, DC area in person and anywhere else remotely.
Questions
Common questions
Do we have to switch software?
No. We build around the systems you already use. Where a system has no way in, we work from the emails, PDFs and exports it already produces.
Will this replace my staff?
The goal is to take the re-typing and chasing off their plate so they can spend time on clients. Automations draft and prepare; your people review and decide.
What happens on the free assessment?
A 30-minute video or phone call. You describe a typical week, we estimate the hours for each task with you, and you leave with a short list of what's worth automating. There's no obligation to go further.
How do you handle our data?
We only access the systems a build needs, with accounts you control and can revoke.
Find the hours hiding in your week.
Book a free 30-minute assessment. Bring a rough sense of what your team does each day, and we'll do the math together.