If your account managers spend more time syncing tools than talking to clients, you have a "Data Shuffle" problem. Here is how AI automates the glue between your website and your AMS.
Automate My SystemsMost agencies lose 15-20 hours per week per account manager on "low value" administrative tasks.
Lead comes in → Email sits in inbox → Manual entry 4 hours later.
Agent calls lead → Forgets to log activity → No one knows where the lead stands.
Owner wants report → AM spends 2 hours pulling CSVs from 3 tools.
Workflow Result:
Spent on data entry per lead
Activity logging across all channels
Sales & conversion reporting
We layer AI on top of your existing Agency Management System.
AI-powered extraction from ACORD 25/28 and 125 forms. Leads are instantly pushed into your AMS (Applied, AMS360, HawkSoft) without any human intervention.
Automatically reconcile carrier commission statements against your AMS records. Every outbound SMS, email, and follow-up is also logged for a perfect audit trail.
Automatically pull policy documents from carrier portals and handle Certificate of Insurance (COI) requests instantly via automated document management.
Get weekly reports on lead sources, agent performance, and close rates delivered to your inbox every Monday morning. Zero manual data pulling required.
Adjust the sliders to see how much revenue is "hidden" in your manual work.
That's $0 in "Hidden" profit every year.
Based on industry standard 75% automation potential and instant response conversion rates.
Schedule a consultation to discuss your automation roadmap.
Get a custom automation roadmap for your agency.
No spam. Just technical breakdowns of how we recover revenue and automate operations for elite agencies.
Zentrixsoft
Expertly trained, battle-tested, elite consultancy on demand
+92 333 4814702
nauman@zentrixsoft.com
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Serving High-Growth Agencies In:
Scottsdale, Phoenix, Mesa, Tempe, Chandler, and the greater Arizona area. | Operating Nationwide across the USA.