The Problem
Your team is buried in paperwork that never ends.
COI Processing
Staff manually reads certificates of insurance, types data into your AMS, and chases missing docs. Every. Single. Day.
Policy Renewals
Renewal reminders slip through the cracks. Your team scrambles to catch expirations instead of proactively reaching out.
Claims Intake
First notice of loss comes in by email, phone, and fax. Someone has to manually enter it all before anything moves forward.
Compliance Docs
Endorsements, dec pages, and audit requests pile up. Your team spends hours verifying coverage details across systems.
spent processing a single COI manually
of policies lapse due to missed renewal follow-ups
spent on staff doing work AI handles in seconds
Services
AI built for how insurance agencies actually work.
Documents
COI & Document Processing
Certificates of insurance extracted, verified against policy requirements, and entered into your AMS automatically. Missing coverage flagged instantly.
Renewals
Policy & Renewal Management
Automated renewal reminders, expiration tracking, and re-marketing workflows. Your producers focus on selling, not chasing paperwork.
Communication
Claims & Communication
First notice of loss intake automated from any channel. Status updates sent to clients automatically. Your team handles exceptions, not data entry.
Process
How it works
Free Consultation
We walk through your current workflows. Your AMS (Applied, Hawksoft, AMS360), how COIs come in, how renewals get tracked. I find the biggest time sinks.
Custom Build
I build AI automation that plugs into your existing systems. No rip-and-replace. Everything works with the tools your team already knows.
Launch & Support
Your team starts using it immediately. I train your CSRs and producers, handle the tech, and tune the system as your agency grows.
About
Built by a developer who understands business.
I'm Colleen Schnettler, a software developer, founder, and speaker at conferences like RailsConf and MicroConf. I've built and launched multiple SaaS products, so I understand what it's like to run a business where every hour counts.
I started building AI automation systems for my own businesses and saw how much time they saved. Now I build them for other small businesses like insurance agencies, service companies, and professional firms. Anyone drowning in admin work that a smart system could handle.
I'm based in San Diego. I work directly with you. No agency, no middleman, no offshore team. Just someone who can build the thing and explain it in plain English.