The AI partner for independent
insurance agencies.
Grow your agency. Not your paperwork.
We take renewal prep, quote entry, and follow-ups off your team's desk, working inside the AMS, rater, and carrier portals you already use.
Five kinds of work we take off your desk.
Renewals pile up, and re-shops start too late.
Today. Your team pulls each renewal from the carrier portal, checks the AMS, and chases missing documents, one account at a time.
- Pull the renewal
- Flag increases and gaps
- Draft the next step
What Devlos does. We pull the renewal and current policy, flag rate increases and missing documents, and line up the accounts worth re-shopping.
What your team receives. A review-ready file for each account manager, with the next step already drafted.
Example workflows. We scope the setup around your agency's tools.
- No new software. We work inside the AMS, rater, and carrier portals you already use.
- Your team signs off. Nothing goes to a client or a carrier without their review.
- One workflow first. We start with the work costing your agency the most time.
Our process
Every engagement starts with a current-state assessment.
We map how work moves through the AMS, the rater, the portals, and the list in someone's head.
- Missing documents
- Repeat entry
- Follow-up tasks
Current-state assessment
We sit with your team and map how work actually moves through renewals, quoting, and service, and mark where it stalls.
- A map with the hold-ups marked
- A ranked plan for what to fix first
- What your AMS, rater, and carrier downloads already handle, so we don't rebuild it
You keep the maps.
Example deliverables, built around your agency.
What's taking up
your team's time?
Tell us on a free 30-minute call. We learn how your agency runs and where work stalls, and you leave knowing whether we can help. We cover pricing on the call.
What happens on the call?
Thirty minutes on video. You tell us what takes up your team's time. We ask how work moves through the AMS, the rater, and the carrier portals. You leave knowing whether an assessment makes sense.
What is the assessment?
We sit with your team and map how work moves. You get a current-state map with the hold-ups marked and a ranked plan for what to fix first. You keep the maps.
What does it cost?
Cost depends on the workflows in scope. We cover it on the call.