Desaflow

Your agency is losing $50K/year to clients you already won

Lapsed policies. Missed endorsement windows. Renewals that slip through the cracks. It adds up to $50K or more in commission you earned but never collected. We build the systems that recover it.

Get a Free Audit

The revenue you're not capturing

Lapsed policy recovery
0%
Industry average lapse rate. Every lapsed client is 3-5x annual commission walking out the door. Automated re-engagement catches them before they're gone.
Endorsement upsell triggers
0
Life events your AMS already tracks but nobody acts on. New home, new vehicle, business expansion. Each one is a coverage gap and a missed endorsement.
Renewal follow-up gap
0%
Renewals that get a single touch or none. Automated multi-touch sequences at 90, 60, 30 days keep retention above 95%.

What changes

Y
Your CSR · 8:15 AM40 COI requests from this week
AI
Desaflow · 8:15 AM40 certificates issued, verified, emailed. 3 flagged for review.
Next batch...

8 hours back per CSR, per week

COIs, endorsement processing, billing lookups. The tasks your CSRs repeat 40 times a week now run automatically. Your team handles exceptions only.

14
Tasks
📄
📊
📅
🔍

Handle double the volume without hiring

A new CSR takes 6 months and costs $15-22K before they're productive. Automation takes 2 weeks and scales with your book of business.

COI processing12 min → 2 min
Manual hours/week-28h
Data re-keyingeliminated
Annual savings$42K+

Your AMS stays. Everything else gets faster.

AMS360. Applied Epic. HawkSoft. EZLynx. We plug into what you already use. No migration. No retraining. No new login for your team.

auditcostssavings
1agency_size: 12 staff
2csr_count: 5
3manual_hours: "2,400/yr"
4automatable: "62%"
5annual_savings: "$84,000"

See your ROI before you spend a dollar

Every task timed, costed, and ranked by impact. You see the full audit before we build anything. No surprises.

How it works

📄
📊
📅
🔍
📈
📝
01

Map

We document every repetitive task in your agency. How long each one takes. What it costs. Who does it. You'll see the full picture down to the dollar.

workflowconfigdeploy
1trigger:
2  event: "new_coi_request"
3  extract: "cert_data"
4  verify: "coverage"
5  output: "ams + email"
02

Build

Custom automation on your tools, for your workflows. COIs, endorsements, data entry, renewals. First automation live in 2 weeks.

COI processing speed+340%
Manual hours saved-28h/wk
Error rate-94%
03

Run

We don't hand off and vanish. Your automations are monitored, updated, and scaled as your book grows. You get a partner, not a project.

The numbers

CSR time spent on tasks
that don't need a license
0%
Certificates, data entry, billing lookups, endorsement re-keying. More than half the day is manual processing, not client service.
Automatable tasks found
in a single P&C agency
0
COIs, endorsements, data entry, billing, renewals, loss runs, ID cards, suspense, AR, cancellations, doc routing, premium finance, policy checking, FNOL.
Cost of manual work
per CSR, per year
$0K
Based on $85K fully loaded CSR cost at 50-60% automatable task time. Multiply by your CSR count.

What this looks like

Based on a 12-person P&C agency. Real industry data. Real task timing.

COI Issuance
Today: 12 min per cert · 40/week · ~$32K/year in labor
After: Under 2 min. Auto-pulled from AMS, verified, emailed to holder.
Endorsement Processing
Today: Re-keyed into 3 systems · 30 min per endorsement
After: Extracted from carrier PDF, validated, filed in AMS. Zero re-keying.
Billing Inquiries
Today: "Where's my bill?" 20x/day · Licensed CSR tied up on routine questions
After: Common questions handled automatically. CSR focuses on real problems.
Policy Data Entry
Today: 2+ hours per new submission · Same data entered in 3 places
After: Extracted, validated, loaded into AMS. Human reviews exceptions only.
2,400
hours recovered / year
$84K
annual savings
459%
year 1 ROI
~2 mo
payback period

Numbers based on BLS salary data ($85K fully loaded CSR), industry task timing research, and Desaflow pricing ($18K/year).

AM

Who built this

I'm Aibek. I build AI operations infrastructure for insurance agencies. The kind that actually replaces manual work instead of adding another dashboard nobody checks.

I spent the last year studying how independent agencies operate. From forums where owners vent about AMS360 lag. From CSR job postings listing 14 tasks done by hand every day. From the math that nobody tracks because "it's just part of the job."

That math adds up to $42K per person per year in work a computer should handle. I build the computer part.

Free Ops Audit

Answer a few questions about your agency. You'll get a personalized report showing which tasks are automatable, what they cost you, and where to start.

Every task timed, costed, and ranked by impact.

Prefer email?
aibek@desaflow.com

Your personalized report arrives within 24 hours.

By submitting, you agree to receive your Ops Audit and potential follow-up from Desaflow. We don't share your data.

Frequently asked questions

If a CSR can follow a checklist to do it, AI can do it. We handle the repetitive, rule-based tasks. Your team keeps doing what actually requires a license and judgment.
First automation live in 2 weeks. Full implementation in 2-4 weeks. We start with the highest-impact, lowest-complexity tasks so you see results fast.
No. We plug into Applied Epic, AMS360, HawkSoft, EZLynx, and others. No migration. No retraining. Your team keeps using what they already know.
Projects start at $2,000-5,000 depending on scope. But consider: at $42K per CSR per year in automatable labor, one automation that saves your team 8 hours a week pays for itself in 2 months.
No. It replaces the work they hate doing. Copy-paste, re-keying, routine processing. Your CSRs get to do what you actually hired them for: serving clients and writing business.
We don't disappear. Every build includes monitoring and optimization. When Travelers changes their PDF format or your volume spikes in March, we're on it.

Your CSRs were hired to
serve clients

Free them to do it. Book a call and we'll map your operations, identify the automatable tasks, and show you exactly what they cost you today.

Or email directly: aibek@desaflow.com