AI-Native Technology Consulting

Let AI do
carrier portal submissions.while your team
focuses on what matters.

Decades of deep engineering experience. End-to-end AI systems built into how your brokerage already operates.

75% reduction in manual document handling — without changing how your team works.

Book a Free Brokerage AI Discovery Call See how it works

80%

Average task time reduction across engagements

30d

First measurable outcomes delivered within 30 days

100%

Team adoption - built into tools your team already uses

0Downtime

Downtime. Phased rollout - your business never stops.

Taking on 3 new engagements this quarter - discovery calls open

Experience earned in complex environments

The problem

Your producers are spending half their day on carrier portals instead of client relationships.

The 2026 Best Practices Study from the Big "I" found a clear performance divide: brokerages that invested in AI are outperforming those that didn't — with producers under 35 using AI tools maintaining book sizes averaging $168,000 larger than peers without access. The gap isn't talent. It's operational capacity. Your best producers are buried in submission work that agents shouldn't be doing at all.

The tools to change this exist. The problem is that nobody has built them into how your brokerage actually operates.

01 — The Submission Problem

Your team re-enters the same client data into 6–8 carrier portals for every new account.

One client. Eight portals. Eight manual form fills. Same data, entered eight times, with eight slightly different formats. Then you wait. Then you follow up. Then you compare the results in a spreadsheet. This is where most of your producers' time goes.

02 — The Comparison Problem

Quote comparison is a judgment call buried under a data retrieval task.

Comparing carrier proposals requires reading dense PDFs, extracting the relevant terms, and mapping them against the client's specific needs. Your producers are spending hours on the retrieval. The actual comparison — the part that requires expertise — takes minutes. AI should be doing the first part.

03 — The Renewal Problem

Renewal season is the same manual work as new business, every single year.

Your renewal process is virtually identical to your new business process — same data, same portals, same follow-ups. Yet it's being executed manually year after year. The firms pulling ahead have automated renewals entirely, freeing producers to focus on upsell and retention.

"84% of brokerages over $100M in revenue have already invested in AI — compared to 60% of firms in the $25–100M range."

That gap is widening, not closing. Larger firms are integrating AI into core workflows and achieving measurable ROI. Mid-market brokerages — the ones with the most to gain — are still evaluating. The window to build a real operational advantage is right now, before the tools your competitors are building become table stakes.

How we work

From client intake to bound policy — the submission and comparison work runs on AI. Your producers handle the relationships.

Every engagement starts with understanding your business from the inside - your processes, your tools, your team. Then we build phase by phase, so you see real outcomes fast without betting the whole operation on a single rollout.

Phase 01

Days 1 - 5

Discover

We map your submission workflow, carrier portal landscape, renewal cycle, and client communication flow. We identify where your producers' time is going — and which 75% of it can be automated without removing human judgment from the process.

Deep-dive interviews with your team

End-to-end process mapping

Prioritised opportunity identification

Phased AI strategy with clear ROI targets

Phase 02

Phased Rollout

Build

Single source of truth for client data. Autonomous carrier portal submission via APIs or sandboxed browser automation — no producer touches a portal. Intelligent quote comparison with PDF citation: "Choose carrier B — page 3 of their quote states X, which matches your client's requirement Y." Connected to your existing CRM and Google Workspace.

Custom AI agents, not off-the-shelf

Embedded into tools you already use

Deterministic pipelines where possible

Human approval on every AI output

Phase 03

Ongoing

Evolve

The system learns which carriers perform best for which client profiles. Renewal automation triggers on schedule. Real-time carrier API integrations where available. Every comparison gets sharper as the system ingests more data.

User testing and rapid iteration

Learns from approvals and rejections

Continuous new data ingestion

Real-time integrations with live data

Work

Built, shipped,
measured.

Healthcare Technology

BrainCompass by Intelliscape

Built a platform automating a complex multi-step clinical workflow — same browser automation and multi-source data integration architecture we use for carrier portal submission systems.

View project

Research-backed impact

“AI-powered claims and document automation has reduced manual document handling by 75% across leading brokerages — from 80% of processing time to just 20%.”

Source: Datagrid AI Agent Insurance Statistics, 2026

Open slot

Insurance brokerage engagement in scoping.

Automated carrier portal submission, quote retrieval, and AI-powered comparison with cited excerpts. Case study publishing H2 2026.

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Engineering depth

We don't advise on tech.
We build it.

AI & Agents

LLM Fine-tuningRAG PipelinesAgent OrchestrationGuardrailsOpenAIAnthropicLlamaLangChainVector DBs

Cloud & Infrastructure

AWSGCPAzureKubernetesDockerTerraformMicroservicesServerless

Engineering

PythonJavaNode.jsReactFastAPIREST / GraphQLPostgreSQLRedis

Security & Compliance

HIPAASOC 2On-Prem AIData GovernanceEncryptionAccess ControlAudit Logs

Data & Analytics

Data PipelinesETLKafkaSparkSnowflakeBigQuerydbtAirflow

Integrations

Google WorkspaceMicrosoft 365SalesforceHubSpotSlackEHR SystemsBrowser AgentsCustom APIs

MLOps & Deployment

Model DeploymentHybrid CloudCI/CDMonitoringA/B TestingModel VersioningRollbacks

Workflow Integration

Zero New ToolsExisting UIGmail AgentsDocs AgentsCRM AgentsVoice AgentsWeb Scrapers

The team

Builders who've been on
both sides of the table.

Vaarun Sinha

AI & Product Engineering

A serial builder with multiple startups shipped and deep, hands-on AI and agent engineering experience. Has seen the gap firsthand - mid-market companies with real AI budgets and no trusted partner to actually build what they need. Combines startup execution speed with production-grade engineering standards.

AI AgentsLLM EngineeringStartupsFull StackProduct

Vinod Sharma

Enterprise Architecture & Cloud

30+ years inside the world's most demanding technology environments - IBM, Morgan Stanley, PepsiCo, Northwestern Mutual, Bank of Tokyo Mitsubishi. Knows what breaks at scale, what decisions age badly, and what it takes to build systems that last. Brings enterprise-grade architecture thinking to every engagement.

IBMMorgan StanleyCloud ArchitectureEnterprise Systems30+ Years

Our guarantee

You don't commit until
you've seen it work.

Proof of concept first. Payment later.

Every engagement starts with a focused proof of concept - we take one real problem from your business and solve it. If you're not satisfied, we return the consulting fee. No conditions. No questions.

You see real results before committing to a full engagement

Unsatisfied with the POC? Full refund, no questions asked

Phased rollout - you control the pace and the risk

First outcomes visible within 30 days of engagement start

We don't give you a deck and disappear.

We're engineers. We stay in the build until the system is running, adopted, and improving. Strategy without execution is just a slide.

Your data stays yours, always.

All data governed in-house. Hybrid architecture - your sensitive information never leaves your control, even when runtime is in the cloud.

No adoption risk.

We build into tools your team already uses. If they use Gmail, the AI agent uses Gmail. Zero new software. Zero resistance to change.

Ready to see what AI can take off your producers' plates?

We'll map one workflow in your brokerage — new business submission, quote comparison, or renewal automation — and show you exactly how we'd automate it. You see results before you commit.

Free 30-min discovery call

We map one process and show you the opportunity

Proof of concept first

We solve one real problem before you commit

Satisfaction guaranteed

Not satisfied with the POC? Full refund, no questions

Book Your Free Discovery Call

Let AI docarrier portal submissions.while your teamfocuses on what matters.