AI-powered insurance agency automations that capture every lead, track every renewal, and free your producers to sell — not do admin.
"A shaman sees what others can't. We diagnose the invisible bottlenecks draining your agency's time and revenue — then eliminate them with automation."
Leads fall through the cracks. Leads come in from your website, carriers, and referrals — but follow-up takes hours and prospects go cold before a producer can reach them.
Renewal tracking is a spreadsheet nightmare. Policies lapse because nobody caught the date, or the date was lost in an email thread.
Your producers are admins, not salespeople. They spend 40% of their time on admin instead of selling — answering emails, pulling reports, updating records.
Commission data is everywhere. Commission data lives in 5 different carrier portals. Reconciliation is a monthly nightmare that eats entire days.
Client experience is inconsistent. Some clients get great service. Others fall through the cracks. Your agency's reputation depends on consistency you can't manually scale.
Average agency with 10 producers loses 15+ hours per week to manual admin. At $75/hour loaded cost, that's $58,500/year in wasted capacity.
Our automations recover 80% of that time in the first 90 days. Your investment pays for itself in weeks.
We map every workflow in your agency, identify where you're bleeding time and money, and deliver a prioritized automation roadmap with ROI projections.
We design and deploy 3–5 custom automations for your agency. Lead routing, follow-up sequences, renewal alerts, commission tracking, client onboarding.
Your automation team on demand. Ongoing optimization, new automations monthly, system monitoring, and strategic advisory. We become your agency's operations engine.
Yes. We follow insurance industry data handling best practices and work within your existing systems' security frameworks. We never store policyholder data on external servers. Your data stays in your AMS where it belongs.
We didn't Google "insurance automation" yesterday. We bring 15+ years of industry experience and deep understanding of agency operations.
We don't hand you a Zapier account and disappear. We design, build, test, deploy, and support. We're accountable for results.
Not generic automation templates. Our automations are built for insurance workflows: renewals, commissions, carrier integrations, E&O compliance.
This isn't a one-time build. We monitor, optimize, and evolve your automations as your business grows.
New lead capture → instant CRM entry + producer assignment + follow-up sequence
Automated quote follow-up (email + SMS drip campaigns)
Policy renewal tracking & 90/60/30-day alerts
Commission reconciliation across carrier portals
Client onboarding workflows (welcome emails, doc collection, policy delivery)
Cross-sell/upsell identification and outreach triggers
Claims status update notifications to clients
Carrier appointment and licensing reminders
Review request automation after policy binding
E&O compliance documentation workflows
30-minute discovery call. We learn your tech stack, workflows, and where time disappears.
Our team designs and deploys custom automations using your existing tools (Applied Epic, HawkSoft, EZLynx, AMS360, Salesforce, and more).
Leads get followed up in minutes, not days. Renewals never slip. Your producers sell instead of admin.
Dave Corey spent 15+ years in the insurance industry, most recently as President & Broker at Berkshire Hathaway HomeState. He saw firsthand how manual workflows cost agencies hundreds of hours a year. Agency Shaman exists to fix that — with AI automations built by someone who actually understands the business.
We respect your privacy. We never share your information with third parties.
How we handle data: When you contact us or request our services, we collect your name, email, and agency information. This data is used only to communicate with you about Agency Shaman services and is never shared, sold, or used for marketing to third parties.
Client data security: We follow insurance industry data handling best practices. We work within your existing systems' security frameworks and never store policyholder data on external servers. Your client data stays in your agency management system where it belongs.
Integrations: Our integrations connect securely to your existing tools (AMS, CRM, email, etc.) using API keys and OAuth. We do not access or store your data beyond what is required to operate the specific automation.
Questions? Contact us at hello@agencyshaman.com with any privacy concerns.