Built around your workflowStop rebuilding
submissions
by hand.
We build connected workflows that take incoming documents, check the details, and move approved information into your existing systems. Less retyping. Fewer manual handoffs.
20-minute phone conversation · with AustinBuilt around your existing workflow. Integrations assessed together.
Proposed workflow. Connections assessed with your team.
Commercial quoting
starts in pieces.
An application in one email. Loss runs somewhere else. Exposure schedules in a spreadsheet. Your team checks the same details and builds another packet by hand.
We design and implement the complete administrative workflow: receive documents, extract and check information, prepare approved updates, and coordinate the work that remains. Start with submissions or renewals, then assess other document-heavy processes.
From paperwork to
your existing systems.
Receive PDFs, scans, emails, applications, spreadsheets, and loss runs through authorized channels. Use text extraction, OCR, and AI where appropriate, then cross-check details against documents and available agency records.
Map approved information into the right fields in supported systems. Where direct updates aren’t available, prepare an import-ready file or a staff review queue. Track missing documents, follow-up drafts, update failures, and who approved each change.
The goal: fewer administrative hours, less repetitive entry, and fewer manual handoffs. Each solution is built around your agency’s software, permitted access, vendor APIs, and approval requirements.
From incoming files
to approved updates.
Explore four steps in a fictional renewal workflow, including a simulated staff approval and system update.
One account. Three sources.
A custom workflow can gather authorized documents, extract information, and preserve the source of each detail.
These sample values are displayed as written. No AI is extracting this example.
Put your own
numbers to it.
Estimate the staff capacity a connected process could free up. Use the same scope for both times: include document handling, system entry, and follow-up work you want to compare, plus checking and correcting the assisted output. Count each task once.
Potential staff capacity recovered
60 files × (30 − 10) minutes ÷ 60
Assumptions, not measured results or guaranteed cash savings. Software, implementation, training, and ongoing costs are not included.
Find the bottleneck
worth fixing.
You don’t need to arrive with a software specification. Bring one task your team repeats.
- 01
Walk through the work
Discuss how files arrive, what your team checks, and where time disappears.
- 02
Check what can connect
Review your systems, access permissions, and staff approval points before proposing an integration.
- 03
Scope a useful first step
Agree on a focused pilot, its cost, and how to measure time and quality before expanding.
Custom software.
A team you can reach.
We build websites, business software, AI assistants, and automation around how people work. StonegateOS shows our approach to connected operations; it is an internal engineering case study, not an insurance client result.
Explore our engineering work
YOUR POINT OF CONTACTAustin Dugger
Development / Sales · Tailored Agents
Twenty minutes.
One useful
conversation.
Book a phone review with Austin. Tell us what your agency handles and where submissions, renewals, or account updates get stuck.
A 20-minute review, with room between calls.
We reserve 30 minutes on the calendar. Times are Eastern; we’ll call the number you provide.
No documents needed to book. Please leave private client, policy, and financial information out of this form and chat.
Review your workflow with Austin
Start with a question.
Does this replace our agency software?
We build around the tools you use. Depending on compatibility, vendor APIs, permitted access, and agency approval, a solution can apply approved updates to supported systems or prepare import-ready files and a review queue. We assess access before promising any connection.
Will AI send submissions or make insurance decisions?
We can automate administrative steps and apply approved updates where authorized connections support them. Your staff retain oversight of consequential changes and carrier submissions; licensed staff remain responsible for insurance decisions. The example below simulates an internal account update only. It sends nothing to a client or carrier.
What will it cost?
Scope and pricing depend on your workflow, systems, and volume. We discuss those during the review before proposing paid work.
Is the example processing real documents?
No. It is an interactive illustration using synthetic, prewritten information. It shows the experience we could build; it does not run live extraction or connect to a carrier or agency system.
Tailored Agents AI
Our AI assistant, here to help.AI can make mistakes. Confirm details with our team. Please leave out sensitive information. Messages are processed by OpenAI; chat alone does not submit a request or book a meeting.