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Personal-lines & small-business insurance agencies

Route coverage reviews and policy-service requests to the right person.

Better fit. Lower total cost.

We can build an agency website and service workspace for personal-lines and small-business inquiries, renewal preparation and everyday policy requests.

Example customer journey

A thoughtful introduction

  1. 01Choose a coverage review or policy service
  2. 02Share the basic request details
  3. 03Reach the responsible adviser
Proposed workflow

Website and software

What we can build

01 / WEBSITE

Separate shopping for coverage from servicing a policy.

Explain the lines of business, service states and carrier relationships your agency confirms. Give new review requests, existing-policy questions and claims contact information distinct starting points.

02 / SOFTWARE

Keep the request, documents and adviser assignment together.

Track review dates, requested information, assigned advisers and service-request status. Staff can see what has been received and what needs a response before handing the matter to the person responsible.

03 / REPLACEMENT

Subscriptions to review

These are candidates for a custom replacement, if you currently pay for them:

  • Agency website and request-form subscriptions
  • Renewal and customer follow-up tools
  • Service inbox and agency administration software

Cheaper and better

Lower service costs. A clear owner for every request.

Combine coverage-review forms, renewal reminders and the service inbox at a lower total cost than separate subscriptions. Staff see the adviser responsible, documents received and next action for each open request.

Compare the full cost: Augmere’s price, migration, hosting, support and any services you retain. Count staff time saved separately from subscription savings.

How we compare price and performance

Compare your options

Get a better setup.
Pay less for it.

Send your website, an agency quote or the software you pay for. We’ll compare the complete cost and the improvements a custom build can deliver.

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