Insurance Brokers · AI Dev Team
Applied Epic, EZLynx, and the 60-Day Renewal Countdown Nobody's Automating
Insurance brokers run on paper that doesn't stay put — carrier PDFs, declarations pages, ACORD forms, and an AMS that was never built to talk to any of them. A Build Pod embeds with your agency for a subscription instead of a project fee, and spends the first sprint on whichever bottleneck costs you the most quote cycles: side-by-side carrier comparisons pulled straight from PDFs, a renewal pipeline that flags gaps at 60/30/15 days out, or appetite matching that routes submissions to the right markets without a producer chasing email threads.
What we build for Insurance Brokers
Side-by-side carrier quote comparison from PDF declarations pages
Extract limits, deductibles, and exclusions from carrier PDFs into one structured comparison sheet so producers can present options without manual re-keying.
Automated 60/30/15-day renewal countdown that drafts remarketing emails
Pull expiring policies straight from the AMS, flag coverage gaps before the renewal date, and draft remarketing outreach so nothing slips past the deadline.
Carrier appetite matching that routes submissions and tracks status
Match submission data to carrier appetite, send to the right markets via email or portal, and sync status back into the AMS automatically.
How a Build Pod fits
Most agencies don't need another point tool bolted onto Applied Epic or EZLynx — they need someone who'll sit inside the actual workflow: producers juggling multiple carrier portals, CSRs manually re-typing declarations pages, and renewal deadlines tracked in a spreadsheet nobody trusts. A Build Pod starts there, shipping a working comparison sheet or renewal tracker in the first sprint instead of a six-month platform build.
From there the engineers stay embedded, extending the same pipeline to appetite matching, carrier portal automation, or whatever the next bottleneck turns out to be — priced as one monthly subscription instead of a new SOW every time the agency needs something built.
Frequently asked questions
- What agency management systems do you integrate with?
- We build against whatever AMS your agency already runs — Applied Epic, EZLynx, HawkSoft, or another Vertafore product — plus the carrier portals and email flows your team touches daily.
- Is AI going to replace insurance brokers?
- No — the relationship and risk judgment stay with your producers. What a Build Pod removes is the manual work around that relationship: re-keying declarations pages, chasing renewal dates, and tracking submission status by hand.
- How long before we see a working comparison or renewal tool?
- Most agencies see a working first version — usually the highest-friction workflow, like carrier comparison or renewal tracking — within the first two to three weeks.
Ready to ship AI for insurance brokers?
A Build Pod gets working AI into your stack in 2–3 weeks. Month-to-month, cancel any time.
Talk to a Build Pod