When a rate goes up and nobody explains why before the bill, clients start comparing quotes. We build the systems that get ahead of renewals, follow up on quotes and handle the small requests, so your licensed people spend their time on advice.
Jay Awal · Founder and Systems ArchitectiMessage
Today 10:27
Example: a renewal is coming up
A rate increase lands, the client gets a bill, and the first conversation happens after they have started shopping.
A shopper gets a quote and goes quiet. Without steady follow-up, you find out at next renewal that they bought elsewhere.
Clients with only an auto policy stay that way, because nobody has time to ask about home, umbrella or the business.
Certificate requests, applications and signed forms all get handled one email at a time, and the CSR day disappears.
A good commercial CSR takes years to develop. When one leaves, their accounts and their workload land on everyone else.
Shoppers ask several agencies for quotes at once, and a request that sits until a producer is free falls behind.
It starts the renewal conversation before the bill does, then gets out of the way when a licensed person should step in. An example of the first system most agencies should look at. Your licensed team approves every message and decides when it steps in.
Set it to match your business. Nothing is saved or sent. Sales and hours are counted separately.
Sales at risk = leads a month × your close share × average value × 12 months × the share lost at your reply speed (0%, 30%, 55% or 70%, our planning assumptions). Busywork = 60% of your weekly hours at $35 an hour for 50 weeks. These are estimates, not promises.
Jay Awal has been the owner doing everything by hand at midnight. He started DispatchCo to build owner-run businesses the same kinds of systems his own businesses run on.
Clients hear from you before renewal, and a person handles the review.
Open quotes get a follow-up sequence that stops when someone replies.
Monoline clients get a light question your team approves.
Certificates and routine requests get collected and queued for your CSRs.
Agencies often run Applied Epic, EZLynx, HawkSoft or AMS360. We build around what you have and check how it connects before we quote.
Your producers and CSRs stay. The advice stays with licensed people.
It never recommends coverage or says what a policy covers. Those questions go to a licensed person.
It cannot bind, change or cancel a policy. It collects the request and routes it.
Automated texts need the right consent. We set up the wording and the record of it before anything sends.
Every system comes with training for the people who run it.
Know what to build first and what it's worth.
For owners who want to know where AI pays off first.
Credited toward your Deployment
Your first system running in 30 days.
For owners who want it built and running.
Scoped from your Blind Spot Audit
Your team builds its own agents on real work.
For teams that need to use AI every day.
Scoped from your Blind Spot Audit
No surprises. You see the full scope and price before any work starts.
Our published case study is a care agency, not an insurance business. The problem was the same: work sat waiting for someone to send the next step. We moved their forms online and built a back end that sends it on its own. Licensing went from about 6 months to under 90 days, depending on the state agency.
See the Caregiving Solutions build
10 questions. See your score and top 3 blind spots right away.
Start my audit30 minutes on Zoom. We go over your report, check the numbers and agree on the first fix.
Biggest blind spot first, with your people trained to run it. The next system follows by day 90.
For Deployment clients. The extra system is no bigger than the smallest one in your Deployment, and it's delivered within 30 days.
Clients hear from you before the bill does the talking.
You can see what is open and who is waiting.
Routine requests arrive complete and in one queue.
We keep it out of coverage advice for that reason. It follows up, collects details and routes to your licensed team. Run the final setup past your E&O carrier if you want it checked.
No. It takes the repeat requests off their plate, so they have time for the clients who need a real conversation.
It depends on what your carrier allows. Captive agents often have rules on outside tools and messaging, so check those first. We review them with you before we quote.
It only does what your rules allow, and your team can see and change everything. We test against your real situations before it goes live, and we watch it closely in the first weeks.
Often that is the fastest win, because those people already know you. We check what consent you have first. Where text consent is missing, we start with email.
You own every system, login and document. You see the work at a weekly check-in, and you can stop anytime and keep what is built. Deployment clients also get a written guarantee, measured against a baseline we both sign in week 1.
It depends on what we build, so we scope it from your Blind Spot Audit and a call. A 6-person shop and a 60-person company need different things. You see the full scope and price before any work starts.
We build it inside the software they already log into, write the playbooks with them and train them on their own real work. People use what they helped shape.
About 30 minutes a week to approve things and tell us what's off. You know your business, we know the build.
No. Blueprint, Deployment and Workshop are separate decisions. Stop after any of them and keep everything we made.
It comes with every Deployment. In week 1 we time the jobs we're automating with you and we both sign that number. At day 90 we time them again the same way. If your team isn't saving 10 hours a week, we build one more system free, no bigger than the smallest one in your Deployment, within 30 days. It applies when you've done your part: the week-1 timing, access within 5 business days, the weekly check-in, playbook approvals within 3 business days, and running the work through the systems.
The Blind Spot Audit shows where AI and systems would save you the most time and money. See your score and top 3 blind spots right away.
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