Software for insurance agencies
Custom internal tool for insurance agencies
If you run a one-person insurance broker covering home and auto, you've probably seen it: quote requests go cold while you gather the details. This custom internal tool takes that job off your plate. A small web app that replaces the spreadsheet your team has outgrown.
The problems it takes off your list
Quote requests go cold while you gather the details. Nobody at a one-person insurance broker covering home and auto signed up for that part of the job, and the custom internal tool handles it.
What it looks like in practice
Say you run a one-person insurance broker covering home and auto. The sheet that tracks policies has grown to twelve tabs and breaks when two people edit it. It becomes a small app with a form, a list and a history of who changed what.
How it works for insurance agencies
Step by step, this is what the custom internal tool does with your policyholders.
- We map what the spreadsheet does today.
- I build a simple app with the right screens.
- Data moves over from Google Sheets.
- Permissions and history are added.
- Your team gets logins and a walkthrough.
Tools it connects to
You keep working in AgencyZoom and Google Sheets. The custom internal tool sits alongside, built with Next.js, Supabase and n8n.
Questions from insurance agencies
Does the custom internal tool work with AgencyZoom?
Often, yes. Before building the custom internal tool I check your AgencyZoom account and plan, because some features depend on API access. If there's a gap for your insurance setup, you'll know before you pay anything.
How is policyholder data handled?
For the custom internal tool, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The custom internal tool sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your insurance business?
Tell me how your insurance business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built