Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post → How We Help
What we deliver for insurance firms.
Producer platform built right
Full producer hierarchy modeling with overrides, splits, commission structures, licensing tracking, and the workflows for onboarding, transferring, and offboarding producers.
Quote-to-bind automation
Integrated quote-to-bind workflows across multiple carriers and rating engines, with proper data validation, e-signature integration, and policy delivery.
Salesforce FSC Insurance customization
Financial Services Cloud configured for insurance, policy data model, household and business unit modeling, claims integration, and renewal workflow automation.
AI underwriting and submission triage
Production AI agents handling submission intake, risk factor extraction, and underwriter routing, built to actually run in production with proper governance.
Claims management platform
End-to-end claims workflow from FNOL through resolution, adjuster routing, payment integration, litigation tracking, and SLA management.
AI-augmented loss-run processing
Claude-powered extraction and structuring of loss runs from multiple carrier formats into a clean underwriting-ready dataset.
Common Challenges
What we see in insurance.
The technology and process challenges that come up in nearly every engagement we run in this industry.
Producer hierarchy and commission complexity
Agencies, sub-agencies, producer types, split commissions, override commissions, carrier-specific calculations. The hierarchy needs to be in the platform, not in a spreadsheet.
Submission and quote-to-bind friction
When brokers and agents need to submit, quote, bind, and issue policies across multiple carriers and rating engines, the integration work is significant, and often poorly done.
Compliance and licensing tracking
Producer licensing by state, by line of business, with expiry tracking and renewal workflows is the kind of operational work that breaks every five years if not built properly.
Carrier and rating engine integration
Every carrier API is different. Maintaining stable integration across 5+ carriers takes intentional architecture, not glue code.
Claims handling complexity
Claims involve multi-party workflows, FNOL intake, adjuster assignment, payment processing, and litigation tracking, most CRM implementations leave claims as an afterthought.
Loss runs and underwriting data quality
Underwriting decisions depend on clean loss-run data that arrives in dozens of formats. Cleaning and structuring it is unglamorous, critical work.
Regulatory & Compliance Matters
What we navigate in insurance.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
State Producer Licensing
Tracking producer licenses by state, line of business, and renewal cycle, with active enforcement built into workflow.
NAIC Market Conduct Standards
Documentation of sales practices, complaint handling, and replacement transactions that holds up to market conduct exam.
Surplus Lines Tax & Filings
State-specific surplus lines tax calculations and stamping office filings automated within the policy lifecycle.
HIPAA (Health Insurance Lines)
PHI handling, audit logging, and minimum necessary access controls for any health insurance workflows.
GLBA Safeguards Rule
Information security program evidence, vendor diligence, and customer information protection workflows.
IRS 1099 / Tax Reporting
Producer compensation tax reporting and broker 1099 generation tied directly to commission systems.
Signature Service Categories
The major insurance practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
Producer & Distribution Platforms
Agency hierarchy modeling, commission systems, producer portals, and licensing infrastructure.
Underwriting & Submission Workflows
Submission intake, triage, underwriter productivity tools, and rating engine integrations.
Claims Management
End-to-end claims platforms covering FNOL, adjustment, payment, and litigation tracking.
Policy Administration Integration
Salesforce-to-PAS integration patterns for unified customer 360 across the policy lifecycle.
AI for Insurance Operations
Document AI for submissions and claims, underwriting triage, fraud detection support, and customer service automation.
Other Platforms
The technology stack we typically deploy here.
Salesforce FSC Insurance
Producer Lifecycle Management
Applied Epic / AMS360 integrations
Vertafore
DocuSign for policy documents
Anthropic Claude for AI
Salesforce Agentforce
Guidewire / Duck Creek integrations
Claims management platforms
Sapiens / Insurity
Rating engines (ITC, EZLynx)
AI document processing
Tableau for loss-ratio analytics
Integration Ecosystem
The platforms we connect to in insurance.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Salesforce Financial Services Cloud (Insurance)
Applied Epic
AMS360
Vertafore
EZLynx
PL Rater / Comparative Raters
Duck Creek Policy
Guidewire PolicyCenter
Origami Risk
Insurity / Sapiens
Snapsheet / Mitchell
CCC Intelligent Solutions
NIPR (licensing)
NICB (claims/fraud)
DocuSign for Insurance
AgencyBloc
HawkSoft
Bridge / Bold Penguin
How Clients Engage Us
Four ways to work with us on insurance initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Discovery & Strategy
Insurance-specific diagnostic engagements assessing CRM, distribution, claims, and underwriting workflows.
Fixed-Scope Implementation
Defined projects covering FSC Insurance, producer portals, claims platforms, or specific integrations.
Managed Services
Ongoing platform administration, enhancement, and 24/7 support for production insurance systems.
Fractional Insurance Technology Leadership
Senior insurance domain + technology leadership for carriers, MGAs, and agencies between full-time CTO hires.
Outcomes We Deliver
The metrics we actually move for insurance clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Submission to quote time
Reduced
Quote to bind ratio
Increased
FNOL to assignment time
Reduced
Commission disputes per month
Reduced
Producer license lapses
Reduce to zero
Loss-run intake processing
Reduced
Signature Frameworks
Proprietary methodologies for insurance work.
Every engagement leverages reusable assets, frameworks, blueprints, and diagnostics built up over hundreds of client projects.
Producer Hierarchy Modeling™
A structured approach to designing producer-agency-sub-agency hierarchy in Salesforce that survives M&A, splits, and commission disputes.
Quote-to-Bind Acceleration
A reference architecture for connecting raters, carrier APIs, and bind workflows that compresses submission cycles dramatically.
Claims Operating System
Our framework for FNOL, triage, assignment, payment, and litigation tracking, built for carriers, TPAs, and large agencies.
Loss-Run Normalization
A repeatable process and toolset for ingesting messy carrier loss-runs and producing clean, underwriting-grade data.
Featured Insight
Insight & analysis from our insurance team.
Practitioner-level analysis from the consultants delivering the work.
Revenue Operations
Our Capabilities
How we help insurance clients.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move insurance forward?
Free 30-minute strategy session with one of our consultants who knows your industry.
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