The architecture
Every tool you pay for, routed through one brain.
Your
Salient System
Agency Management
HawkSoft · EzLynx · Epic
Gmail · Outlook · IMAP
Phone & SMS
RingCentral · Twilio
Intake Forms
ACORD · Carrier apps
Renewals
Calendar · Reminders
Carrier Intelligence
Appetite · Commissions
5-10×
More output, same hours
0
Dropped client communications
1
Source of truth — not 4+ tabs
The loop that runs while you sleep
From headcount in the door to commission in the bank.
Prospects enter, intake is captured, policies bind, your book compounds — continuously, automatically.
Step 01Prospect in
Web form, phone, referral — every head captured and qualified.
Step 02Info captured
Intake probed by AI. Fields structured. ACORDs auto-filled.
Step 03Policy underwritten
Carriers shopped, quotes returned, bind docs issued — live.
Step 04Firm earns more
Commissions reconciled, renewals queued, retention compounds.
Step 01Prospect in
Web form, phone, referral — every head captured and qualified.
Step 02Info captured
Intake probed by AI. Fields structured. ACORDs auto-filled.
Step 03Policy underwritten
Carriers shopped, quotes returned, bind docs issued — live.
Step 04Firm earns more
Commissions reconciled, renewals queued, retention compounds.
Five pillars. One agency.
Each runs 24/7, talks to the rest, and gets sharper every week.
Intake
Async forms + AI-guided qualification. Every prospect captured, probed, and structured before it hits your desk.
Form Processing
One intake fills 5-6 ACORDs and carrier apps. Re-typing client info across portals is over.
24/7 Client Updates
Status, policy questions, and FAQ — handled at 2am. Escalations route to your cell. Nothing dropped, ever.
Renewals
Policies tracked end-to-end. Renewal windows, missing docs, endorsements, and carrier shopping — automated.
Agency Intelligence
Commissions reconciled. Carrier appetite mapped. Book-of-business trends surfaced. Run your agency on data.
Built for your carriers
We wire it to your specific AMS, your email, your carriers, your forms. Not a generic SaaS — your system.
