The Hidden Cost of Manual Work in Your Agency

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.

The Math Is Simple

15+

Hours per week recovered in automation

$58.5K

Annual cost of wasted capacity

80%

Time savings in first 90 days

3–5x

ROI in year one

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.

Our Service Packages

Automation Audit

$2,500

We map every workflow in your agency, identify where you're bleeding time and money, and deliver a prioritized automation roadmap with ROI projections.

Comprehensive workflow analysis
ROI projections for each automation
Prioritized implementation roadmap
1-week turnaround

Core Build

$5,000–$12,000

We design and deploy 3–5 custom automations for your agency. Lead routing, follow-up sequences, renewal alerts, commission tracking, client onboarding.

3–5 custom automations
Lead routing & follow-up
Renewal tracking & alerts
30 days of support & training

Growth Retainer

$8,000–$15,000/mo

Your automation team on demand. Ongoing optimization, new automations monthly, system monitoring, and strategic advisory. We become your agency's operations engine.

New automations monthly
Ongoing optimization
System monitoring & support
Strategic advisory

Is our client data secure?

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.

Why Agency Shaman?

We're Not a Freelancer

We didn't Google "insurance automation" yesterday. We bring 15+ years of industry experience and deep understanding of agency operations.

End-to-End Ownership

We don't hand you a Zapier account and disappear. We design, build, test, deploy, and support. We're accountable for results.

Insurance-Specific Playbooks

Not generic automation templates. Our automations are built for insurance workflows: renewals, commissions, carrier integrations, E&O compliance.

Ongoing Support & Optimization

This isn't a one-time build. We monitor, optimize, and evolve your automations as your business grows.

What We Automate

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

How It Works

Tell Us What's Broken

30-minute discovery call. We learn your tech stack, workflows, and where time disappears.

We Build It

Our team designs and deploys custom automations using your existing tools (Applied Epic, HawkSoft, EZLynx, AMS360, Salesforce, and more).

Your Agency Runs Faster

Leads get followed up in minutes, not days. Renewals never slip. Your producers sell instead of admin.

Built by an Entrepreneur Who Knows Insurance Inside and Out

Dave Corey, Founder & CEO

Dave Corey is a seasoned entrepreneur and business leader with over 15 years of success in the insurance and real estate industries. As President & Broker of a Berkshire Hathaway HomeServices brokerage, he built and scaled a thriving real estate operation across multiple offices in Southern California — overseeing hundreds of agents, managing millions in transactions, and driving double-digit growth year after year.

Dave also founded and operates a successful escrow company, giving him deep expertise across the full transaction lifecycle. His track record of building profitable businesses from the ground up taught him one thing: the biggest bottleneck in any service business is manual, repetitive work that keeps talented people from doing what they do best.

That insight led him to launch Agency Shaman. Dave now designs and deploys custom automations that eliminate the busywork choking independent insurance agencies — lead follow-up, renewal tracking, commission reconciliation, and more. He brings real operational experience to every engagement, so every workflow is built by someone who has actually sat in your chair.

Get Your Free Automation Readiness Checklist

Discover exactly where your agency is leaving time and money on the table. Our 10-point checklist helps you identify which workflows to automate first — and how much you could save.

10 automation checkpoints
Self-scoring system
Personalized recommendations
Clear next steps

Frequently Asked Questions

What management systems do you integrate with?

We work with all major agency management systems: Applied Epic, HawkSoft, EZLynx, AMS360, and more. We also integrate with CRMs like Salesforce, HubSpot, AgencyZoom, and InsuredMine. If your system has an API or can send/receive data, we can automate it.

How long until we see results?

Most agencies see measurable time savings within 2 weeks of the first automation going live. Lead follow-up speed typically improves from hours to minutes on day one.

Do we need technical staff?

Not at all. We handle everything — design, build, testing, deployment, and training. Your team just keeps doing what they do, but faster. We'll make sure everyone knows how to use the new automations.

What's the ROI?

Our average agency client recovers 15+ hours per week of producer and CSR time. At typical loaded labor costs, that's $50K–$100K+ per year in recovered capacity — plus the revenue from leads that no longer fall through the cracks.

Will this work for a small agency?

Absolutely. We've designed our packages specifically for independent agencies with 5–50 employees. You don't need enterprise budgets to get enterprise-level automation. In fact, small agencies often see the fastest ROI because the time savings hit your bottom line immediately.

What if we already use Zapier or Make?

We often improve upon existing Zapier/Make automations by optimizing workflows, fixing broken integrations, and adding functionality your team didn't know was possible. We can also take ownership of your existing automations and maintain them as part of a retainer.

Privacy Policy & Data Handling

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.

Your Agency Is Losing $50K+ a Year to Manual Follow-Up