STRATA inside P&C Insurance Agencies
STRATA inside P&C Insurance Agencies. The five things costing you that cost independent agencies recoverable commission every month.
Tools we work with: AMS360, Applied Epic, HawkSoft, EZLynx
About STRATA
STRATA installs AI inside the business you already built. We work inside your existing tools (CRM, AMS, PMS, scheduling). The customers you paid for, working for you again. The hours your team lost, given back. The Revenue Audit is $5,000 to $25,000, sized to the recoverable number we find in your data.
What's costing you right now
The specific things leaking revenue in your operation.
- 01
Inbound calls unanswered after hours
Your prospect calls Tuesday at 6:12 p.m. The CSR shift ended at 5:30. The call rolls to voicemail. By Wednesday morning, the prospect has already quoted with a competing agency that picked up at 6:13. The Speed-to-Lead gap is a known commission leak; it is not a marketing problem and it is not a phone-system problem. It is an operational gap and it has a number.
- 02
Lapsed policies sitting unworked in the AMS
Renewals that fired at day 45 and never got a touch. Cross-sell opportunities that aged out. Former clients whose carriers non-renewed two years ago and were never re-quoted. The dormant slice of your book is recoverable commission that is currently subsidizing the competitor who reactivated them first.
- 03
Manual document intake at fourteen minutes per file
ACORD forms, dec pages, loss runs, carrier appointments. The CSR opens the PDF, transcribes to the AMS, files the original, updates the activity log. Fourteen minutes per file is a typical baseline; some agencies are higher. Document Processing closes this loop without changing the CSR workflow or the AMS of record.
- 04
Reactivation campaigns that were planned and never ran
Every agency we have audited has the strategic plan on file. Quarterly winback to lapsed personal lines. Annual review for the high-premium book. Carrier-specific cross-sell sequences. The plan exists. The intention exists. The execution gap is what STRATA installs against.
- 05
Internal reporting compiled by hand from AMS plus carrier portals
Monday morning, the producer or owner pulls the production report from the AMS, the loss-ratio report from each carrier portal, and stitches the carrier statements against the AMS commission ledger. Two hours per week, every week. The Internal Reporting layer eliminates this without ripping the AMS out.
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue from your p&c insurance agencies operation. The audit runs $5,000 to $25,000 depending on the depth of your business; our fee is sized to the number we find.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A diagnosis named in plain English, specific to your business.
- 03A reference conversation with another owner who has been through this.
- 04A fee sized to the number we found, or an honest answer about why this is not for you.
What we install
Six systems. Installed in sequence inside the tools you already use.
Layer 1
Revenue Recovery
Turn customers you already paid for into active revenue.
The database you already built, working for you again. No new ad spend, no new acquisition cost.
Layer 1
Speed-to-Lead
Your first call arrives before your competitor's. Every time.
The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.
Layer 2
Document Processing
Your team stops working through lunch.
Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.
Layer 3
Follow-Up Automation
Every lead followed up. Without you chasing your team.
The sequences you planned, but never executed at scale, run automatically against every contact.
Layer 4
Internal Reporting
Monday morning shouldn't cost you Sunday night.
Your Monday report compiled overnight. No more stitching numbers from five different tools every week.
Pre-entry
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.
Questions before you book
What owners in your industry ask first.
AMS360, Applied Epic, HawkSoft, and EZLynx are the four supported right now. Additional AMS support, including Nexsure and Newton, is scheduled against engagement demand. If your AMS is not on this list, ask on the audit call; we may already have integration patterns in flight.
Revenue Recovery is configured against an AMS export inside the first two weeks. Speed-to-Lead routing is live within the first thirty days. The visible commission event from reactivation lands inside the first sixty days for most agency books at $1M+ in revenue.
No. The integration lives between your AMS and the inbound channels. CSRs continue to work in the AMS of record. The system is what changes; the CSR-facing surface does not.
A book-of-business export from your AMS (sanitized of PII if you prefer), a recent commission statement from one or two carriers, and a count of inbound after-hours calls from your phone system if it is available. Fifteen minutes is enough to produce the figure.
STRATA says so on the call. We is not the right fit for every agency, and the honest answer is part of the work posture. The audit is paid; our fee is earned.
How we work
Three promises that govern every engagement.
The Performance Guarantee
If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.
An Honest Answer
If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.
Month-to-month
The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.
STRATA inside P&C Insurance Agencies
Your recoverable revenue is a specific number.
We calculate it from your p&c insurance agencies data in fifteen minutes.
Performance Guarantee. Honest answer on the call. Month-to-month.