Automation for the insurance industry and beyond
AI-powered systems for independent agencies with 3 to 20 staff. Designed by a licensed insurance producer with claims and policy-servicing experience.
A $750 Diagnostic, fully credited toward your build.
Works with Microsoft 365 and your agency management system. Se habla español.
The owner's week
Certificates of insurance prepared and sent by hand, one at a time.
Renewals worked late because nobody saw them coming.
Calls chasing payments, renewals and missing documents.
Hours reconciling each carrier's commission statement.
Solutions
Proven in real operations and adapted to your office, inside your own systems.
Every Monday, the renewals report reviews a full book and separates what is past due, due in 30 days and due in 60. Figure from live operations.
Builds and sends certificates straight from the email request. Your team approves only the special cases.
See sampleEvery week, upcoming expirations ranked and assigned to whoever works them.
See samplePayment, registration and renewal reminders by WhatsApp, text and email.
See sampleReconciles commission statements against what you expected and flags only the differences.
See sampleDemos
A certificate request lands in the inbox and goes out sent and filed, without anyone retyping a field.
Sent and filed · 9:42 AM
For information only. Does not change the policy terms.
Calculator
An estimate with your numbers. In the Diagnostic we measure it against your real workflows.
hours a month on repetitive tasks (est.)
a year in your team's time (est.)
Start here
How we work
A 2–3 hour session to map your workflows and, within two weeks, a report on what to automate first and what it saves you. Credited toward your build.
Fixed price per automation, installed in 2–6 weeks on your Microsoft 365, with training for your team. Agency Package: three automations for $6,500.
Monitoring, adjustments and support so everything keeps working when your workflows or carriers change.
Launch pricing in US dollars, subject to each project’s scope. Third-party licenses not included.
Designed by a licensed insurance producer with hands-on experience in claims, policy servicing, certificates and carrier relationships.
In insurance since 2016
Security & data handling
If you want to replace your agency management system, buy off-the-shelf software with no support, or automate without anyone in your office reviewing what matters, we're not the right fit. We work with agencies that want to keep their tools and lose the repetitive work.
FAQ
More questions? Write to hola@liftwayconsulting.com or call (787) 397-2667.
No. We connect to the one you use. During the Diagnostic we confirm what access your system allows before we quote.
In your Microsoft 365 and your agency system. Liftway doesn't keep databases of your clients.
The Diagnostic estimates the hours before you invest in a build. If the savings don't justify the cost, we tell you and we don't sell it.
Every system ships with documentation and runbooks. Your configuration is yours, and another technician can pick it up.
Your team. Routine work flows on its own; anything that needs judgment goes to someone in your office first.
