InsurTech Partners

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We help InsurTech vendors turn features into real-world results by guiding agencies through onboarding, workflow integration, and consistent platform use.

• 🚀 Onboarding + Training – We get your clients up and running, fast
• 🔗 Workflow Integration – We embed your product into their daily systems
• 📊 Usage Optimization – We improve retention with real adoption support

• ✔️ Client onboarding + walkthroughs
• ✔️ Feature implementation + guided builds
• ✔️ Zapier / automation integrations
• ✔️ CRM/AMS system embedding
• ✔️ White-labeled agency support
• ✔️ In-app workflow strategy
• ✔️ Post-sale adoption reinforcement
• ✔️ API middleware integration builds

You didn’t build your platform to sit unused. We help your agency clients implement it fully, integrate it into their existing workflows, and keep using it long after onboarding.

By focusing on user adoption, we turn your product into a vital part of their day—not just another login they forget.

Results We Deliver:

| 🟩 | Higher client retention rates |
| 🟩 | Increased platform usage |
| 🟩 | Reduced support tickets and churn |
| 🟩 | Faster time-to-value after purchase |
| 🟩 | Stronger agency loyalty and renewals |

• Agencies stop getting lost after they buy—onboarding becomes clear, fast, and personalized
• Your platform isn’t just “enabled”—it’s embedded in their daily workflow
• Manual processes are replaced with automation tied directly to your product
• Features finally get used the way your product team intended
• Support tickets drop because agencies know exactly how to use the system
• Usage stats go up. Adoption rates increase. Churn goes down.
• Instead of chasing renewals, your clients are building processes that depend on your platform
• Your software becomes the system they can’t imagine running without

You built the tech. We’ll help make it stick.
Whether you need a plug-and-play onboarding partner or a full integration builder, we’re ready to roll.