The Efficiency Audit™

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We analyze 75 critical touchpoints in your tech, workflows, and team to show you exactly where time and money are slipping through the cracks—and how to fix it.

The Efficiency Audit™ is a high-impact, tech-focused assessment for insurance agencies of all kinds—independent, captive, or hybrid. It’s designed to uncover workflow gaps, underutilized software, and manual processes that waste time and money—then provide a clear path forward.

You’ll walk away with a customized report:

A 10–15 page document that outlines exactly where your agency can improve, how much time and money you’re leaving on the table, and—most importantly—how to fix it.

• ✔️ Deep Dive Core Efficiency Intake Survey
• ✔️ Staff time-use survey
• ✔️ 90 Minute Deep Dive call (live + recorded)
• ✔️ Full tech + staffing analysis
• ✔️ Technology Software efficiency ratings
• ✔️ ROI estimates by department
• ✔️ 10–15 page Efficiency Blueprint 
• ✔️ 45 Minute Wind Down Call to review BluePrint
• ✔️ $499 credit toward your first custom automation build

The Efficiency Audit™ is built for insurance agencies—independent, captive, or hybrid—who are ready to stop guessing and start optimizing.

If any of this sounds familiar, it’s time to audit:

• You’re drowning in manual work
• You’re paying for tools no one’s using
• Your CRM and AMS aren’t talking
• Your team wastes hours on avoidable tasks
• Leads keep slipping through the cracks
• You’re not sure if your tech and data are secure
• You’ve invested in CRMs, AMSs, VOIP, quoting tools—but aren’t seeing ROI
• You want to grow without adding more headcount
• You know things feel clunky, but don’t know where to start

The full Efficiency Audit™ is one time cost of $1499.
Move forward with a custom automation project and get $499 credited toward your build.

👉 You’ll have a detailed, actionable roadmap—whether you work with us or not.