Every account, renewal and claim, on one system
Certificates are wanted by 7 a.m., renewals hide in a report, and claims arrive by phone at the worst moment. Bring the work around your agency management system into one place you own, and put AI teammates on it.
A good agency, held together by its account managers
Most agencies your size run on an agency management system, a phone system and account managers who remember every client’s quirks. It works until a renewal reaches the client a week before it expires.
- Certificates on someone else’s clockA contractor needs a certificate naming the project owner before the crew starts at 7 a.m. Service drops everything, forty times a day.
- Renewals surface too lateThe carrier’s renewal arrives thirty days out at 18% more. There is no time left to market it, so the client takes it or the agency scrambles.
- Every submission typed againPayroll, vehicle schedules and loss runs get keyed into a different carrier portal for each quote, and one wrong exposure comes back as a bad quote.
- Commissions nobody reconcilesThirty-eight carriers pay on their own schedules and formats. A missing commission can sit for months before anyone sees it.
- Microsoft 365 Business Standard
- RingCentral Core
- HubSpot Sales Hub Professional
- Zoom Workplace Pro
- Zendesk Suite Team
- Calendly Teams
- Otter Business
- Mailchimp Standard
- QuickBooks Online Advanced
- Power BI Pro
$92,714$0 a year, at list price, for Prentiss’s 10 subscriptions
Prentiss Insurance GroupKansas City, MissouriPrentiss insures 1,900 Kansas City businesses, from contractors to dental practices, and runs the employee benefits for 240 of them.
Harold Prentiss opened a one-room agency near 18th and Vine in 1959, writing home and auto for his neighbours. His son Lowell built the commercial and benefits books. Curtis, Harold’s grandson, runs 120 people from the Crossroads now, on an agency management system that holds the policies and ten subscriptions that hold everything else.
- 120
- people
- 3
- generations
- 1,900
- business clients
- 38
- carriers
Curtis Prentiss President and CEODesigns Prentiss’s system with OpenLazarus in the film below.
Prentiss Insurance Group is an invented example, not a client: a company like the ones we build for, made up to show how one would run on OpenLazarus. Its people, numbers and photographs are illustrative.
What Prentiss runs on it
The modules carry their names, not ours. The AI teammates prepare the work around every policy, and a licensed agent makes every coverage decision.
- PoliciesEvery policy from the agency management system, with its renewal date and owner
- ServiceCertificates, ID cards and endorsement requests, each with an owner and a deadline
- Accounts1,900 businesses, their policies, people and history in one place
- New businessEvery prospect from first call to bound, by producer
- PhoneEight lines for service and claims, shared with Omar
- TranscriptsEvery client call written up and filed on the account
- Commissions38 carriers’ statements matched to what each policy should pay
- ReportsRetention, new business and commission by producer
Sam OkaforAIService deskIssued 64 certificates and 9 auto ID cards before the service desk opened
Grace LindqvistAIRenewalsGathered exposures for 23 January renewals and flagged 4 increases over 10%
Omar HaddadAIClaims lineTook 3 claims overnight and reported each to its carrier by 6:30
Inés DuarteAICommissionsMatched 11 carrier statements and found $6,140 in commissions still owed
Companies like Prentiss usually start with Sam, Grace and Omar.
What it could change in a year
An illustrative estimate for Prentiss, worked from its example numbers: the subscriptions it would stop paying for, the hours its people would get back, and the renewals that reach the client in time to choose.
- $28,600
- a year it would keep after paying for Lazarus, its server, eight phone lines and an engineer’s time
- 5,600
- hours a year it would give back to service, the account managers and accounting
- 94%
- of renewals in front of the client 45 days before they expire, up from 58%
Example figures for an invented company. The savings and hours are worked out from its example tools and plan at list prices; the third figure is an illustrative goal, not a measured result.
Run your agency on a system you own
Tell OpenLazarus how your agency works, from the first submission to the last commission statement. You’ll see your system take shape in the conversation.
We already have an agency management system. Do we replace it?
No. It stays the book of record for policies, carriers and agency accounting. Lazarus reads from it and writes back activities, certificates and notes, so the work around it lives in one place.
Will the AI bind coverage or give clients advice?
No. Teammates prepare the work: they gather exposures, compare carrier quotes, issue certificates the policy already supports and take down claims. Binding, coverage changes and advice stay with a licensed agent, and any request that touches coverage waits for one.
What about client data and our E&O exposure?
Your system runs on a server that belongs to your agency. Every action a teammate takes is logged on the account with who, what and when, and every call can be written up and filed, which is the record your E&O carrier hopes you keep.
Who decides what the AI is allowed to do?
You do, per teammate: what they handle on their own, and what they ask first, such as sending an account to market or writing off a commission difference over $250. Your account managers see every action.
How long does it take to set up?
The design takes one conversation with OpenLazarus, like the one in the film. Our engineers then connect your agency management system, carrier downloads and phone lines, usually within a few weeks for an agency Prentiss’s size.