Insurance
Custom Software for Insurance
Simple solutions for complex problems. We specialize in moving aging Microsoft Access databases and spreadsheet sprawl to modern cloud systems, without breaking the workflow your team knows. Policies in one system, claims in another, renewals in someone's head.
Sound familiar?
Where independent agencies usually get stuck
- The real system is a spreadsheet emailed around with numbers in the filename
- Two people have to re-key the same order into two places
- Reporting means someone stays late with a pivot table
- The software you bought does 40% of the job and blocks the other 60%
What's included
What you actually get
- Business process review and documentation
- System blueprint with diagrams and user cases
- Prototype checkpoints before anything ships
- Cloud storage with desktop, tablet, and phone access
- Training and ongoing support
One system your team actually uses, on desktop, tablet, and phone.
Insurance
The systems we end up in
Most independent agencies are running some version of these four. Custom Software work usually starts by making them agree with each other.
Agency management and policy records
Carrier portals and downloads
Claims tracking and documentation
Renewal and commission reporting
What changes
- Renewals surface early instead of lapsing quietly
- Client history in one place when the phone rings
- Commission numbers that reconcile without a spreadsheet
How we work
Custom Software, cut into four pieces
Review
We sit with the people doing the work and document how it really runs, not how the org chart says it runs.
Blueprint
Diagrams, user cases, and a scope you approve before a line of code exists. No surprises in month three.
Prototype
You click a working version at every checkpoint. Wrong turns get caught while they are still cheap.
Launch and support
Migration, training, and ongoing help. You own the system, the data, and the documentation.
Proof
Work like this, written up
The business challenge, what we did, and what happened — in full, on the page.
United Bank
A bank with its own IT team, needing specialists on call for the web side. Seven years of scheduled maintenance, ad hoc escalation, and controlled updates.
7+ yrs continuous maintenance contract, still running
Website Redesign & MaintenanceUnited Bank
A bank website rebuilt from scratch on a secure CMS, documented thoroughly enough that staff with no web coding background now make their own content edits.
Website RedesignIntra-State Insurance Corporation
A years-old static HTML site with feathered image borders and a post-it yellow background, rebuilt around the agency’s people rather than its policies.
9 states of agency clients the new site serves
Get a clear read on your technology
Free audit: gaps, risks, and growth opportunities, in plain language. Yours to keep whatever you decide.
Get Free Audit →Where we work
Custom Software for Insurance, by market
Pick the market closest to you. Every one of them gets the same process, the same people, and the same phone number.
Mid-Ohio Valley
Southeast Ohio
Central Ohio
Upper Ohio Valley
West Virginia
Free audit
Let's get started
Tell us what is not working. Plain language is perfect — "our Access database is dying" tells us plenty.