Custom software starts with the Software Plan at CAD 500, before tax: a map of your job and a fixed price for building it. Mapping the job here first is free, and every price is agreed in writing before any work begins.

What happens after I write?

Your message goes to Shrish. We talk about the job, then you get a written agreement saying what you get, what is not included, when it is ready and the price. Nothing is charged until you say yes.

Does this decide which policy to place?

No. It handles intake, completeness checks and renewal follow-up. The placement decision and the choice of markets stay with you, the licensed broker. The software is designed to organise the work, not to advise the client.

Can it handle the submission formats we receive?

The AI step is built to read PDFs and emails, and we test it on the submissions you actually receive when we map the job together. The reminders are set up for your lines and carriers at the same time.

All industries

Insurance brokers

Faster quotes, and renewals tracked before they lapse.

Software can watch renewal dates and check that submissions are complete before quoting starts.

Two things quietly cost a brokerage money: slow quotes and missed renewals. Both follow the same steps every time: take the submission, check it is complete, watch the renewal date and follow up on a schedule. We can build software that does those steps, with AI reading the unstructured submissions, while the placement decision stays with you.

Map my workflow Or write to Shrish

How the job runs once it is built.

An example version, step by step. Of the 7 steps, software does 5 steps, AI reads or drafts 1, and a person decides 1. We map your own version with you before anything is built.

1Take the quote requestSoftware does it
2Check the submission is completeSoftware does it
3Read PDF and email submissionsAI reads or drafts it
4Watch every renewal and expiry dateSoftware does it
5Send the renewal follow-ups on scheduleSoftware does it
6Update the CRM and the policy recordSoftware does it
7Decide on placement and marketsA person decides

Your week, before and after.

Today

Renewals slipping past their date because follow-up depends on memory.
Typing details from PDF and email submissions into the quoting system.
Incomplete submissions going back and forth before a quote can start.
No steady follow-up, so warm renewals go cold.

What it is built to do

Renewals show up on your list well before they lapse.
Quoting starts with a complete submission, not a round of emails.
Follow-ups go out on a schedule, not from memory.
Your hours go to placement, not to typing.

Common questions.

What owners ask first, answered plainly.

What does it cost?: Custom software starts with the Software Plan at CAD 500, before tax: a map of your job and a fixed price for building it. Mapping the job here first is free, and every price is agreed in writing before any work begins. See every software price
What happens after I write?: Your message goes to Shrish. We talk about the job, then you get a written agreement saying what you get, what is not included, when it is ready and the price. Nothing is charged until you say yes.
Does this decide which policy to place?: No. It handles intake, completeness checks and renewal follow-up. The placement decision and the choice of markets stay with you, the licensed broker. The software is designed to organise the work, not to advise the client.
Can it handle the submission formats we receive?: The AI step is built to read PDFs and emails, and we test it on the submissions you actually receive when we map the job together. The reminders are set up for your lines and carriers at the same time.

Other kinds of business

See it on your own version of this job.

Map it for free, with no call and no sign-up. Or write to Shrish.

Map my workflow Write to Shrish