Certificates out before the caller hangs up.

Bevel watches your agency management system and routes quotes, renewals and certificates of insurance to the carrier the moment they are ready. No re-keying, no portal logins, no Friday backlog.

Start routing See the six operations
  • Works with the AMS you already have
  • Review mode for the first 25 runs of anything

Bevel

01

Quote request

from intake form

02

Renewal due

45 days out

03

COI request

parsed from email

04

Endorsement

to carrier portal

05

Payment posted

matched to policy

06

Certificate issued

9:42 AM CT

212 independent agencies across Iowa, Nebraska, Illinois and Indiana route their carrier work through Bevel

  • Ackerman Agency
  • Voss & Tillman
  • Thornbury Group
  • Ostrowski Insurance
  • Cedarhurst Risk
  • Pfeiffer & Ruhl

Six operations. Zero re-keying.

Each one is switched on per carrier and starts in review mode. The numbers are the same nodes on the sheet above.

See each one drawn out
01 Quote request
A submission from the website form or a producer’s inbox is rated with every appointed carrier and the comparison lands in the AMS.
02 Renewal due
Policies 45 days from expiry are pulled, re-rated and queued for the carrier with the current schedule attached.
03 COI request
A certificate holder’s email is parsed for the insured, the holder and the wording they need, then matched to the policy.
04 Endorsement
Vehicle, driver and location changes are keyed to the carrier portal once and the confirmation is filed back.
05 Payment posted
Down payments and installments are matched to the policy, receipted, and the trust ledger is updated.
06 Certificate issued
The ACORD 25 is generated, checked against the policy, e-signed and emailed to the holder, with a copy in the file.

Intake

Tue, Sep 8 · 14 new since 7:00 AM CT

  • COI for the Ankeny site

    j.medina@harlanbuilders.example

    City of Ankeny

    GL-20481-07

    Heartland Assurance

    Routed

  • BOP renewal · 45 days

    renewals@bevel

    Ostrowski Insurance

    BOP-4471-20

    Cornbelt Mutual

    Rated

  • Add a 2024 Freightliner

    dana@prairielinetrucking.example

    Prairieline Trucking

    CA-90310-02

    Ozark Casualty

    Needs review

  • New submission · roofing

    quotes@bevel

    Mattern Roofing

    Q-2026-0912

    3 carriers

    Rated

  • COI · additional insured

    ap@lindquistfoods.example

    Lindquist Foods

    GL-18822-11

    Heartland Assurance

    Routed

Showing 5 of 14 · 9 routed, 4 rated, 1 held for review

Parsed GL-20481-07 in 0.8s

One inbox becomes a routed queue.

Forward the agency inbox once. Bevel reads every request, finds the policy, picks the carrier and files the result back where your CSRs already look.

  • Certificate holders, limits and wording pulled from plain-English emails
  • Policy and carrier matched from the AMS, not guessed
  • Anything it is not sure about waits in Needs review, never in a carrier portal
How review mode works

Across 212 agencies · Jan 1 – Aug 31, 2026

What eight months of routing adds up to

11,406
certificates issued without a person touching them
52 sec
median time from a holder’s email to the certificate going out
38
carriers connected through their portals and APIs
2.6 hrs
saved per CSR per day, measured across 212 agencies

Live in two weeks, with your hands on it the whole way.

Nothing goes to a carrier until a person has approved that operation 25 times in a row. Then it goes every time.

Read the review-mode guide
  1. 01

    Connect the AMS

    Read-only at first. Bevel indexes policies, contacts and carrier logins in about twenty minutes, and nothing is sent anywhere.

    20 minutes

  2. 02

    Turn on one operation

    Start with certificates. Every run lands in review mode, where a CSR approves each one with a single click for the first 25.

    Day 1

  3. 03

    Take your hands off

    After 25 clean runs the operation goes live. Anything unusual — a holder Bevel has never seen, a limit above the policy — is held for a person and never sent.

    Week 2

Agencies that stopped typing into portals

Principals, owners and operations leads on the first season with their hands off.

Read their stories

Contractors used to call twice for the same certificate. Now the holder has it before they’ve put the phone down, and my CSRs are quoting instead of typing.

Morgan Ostrowski

Principal, Ostrowski Insurance, Cedar Rapids, IA

Renewals went from a wall of sticky notes to a list that empties itself. We rated 312 policies in August and touched 19.

Devin Thornbury

Operations lead, Thornbury Group, Omaha, NE

Review mode is what sold me. I watched it work for two weeks before I let it send a single thing to a carrier.

Casey Pfeiffer

Agency owner, Pfeiffer & Ruhl, Fort Wayne, IN

A small independent insurance agency office on a bright morning, an agent at her desk
Ostrowski Insurance, Cedar Rapids — a Tuesday in review mode.

Priced by the office, not the operation.

Every plan starts with fourteen days free and no card. Switch operations on one at a time; the price does not move.

  • Solo

    One office, up to three users.

    $149 per month

    • 400 operations a month
    • Certificates and renewals
    • 4 carrier connections
    • Email support, same day

  • Agency

    Most agencies

    Up to twelve users, every operation.

    $349 per month

    • Unlimited operations
    • All six operations
    • 12 carrier connections
    • Review mode with approvals
    • Phone support, 7 AM–7 PM CT

  • Group

    Multi-office, up to forty users.

    $890 per month

    • Everything in Agency
    • Every appointed carrier
    • Office-level trust ledgers
    • Dedicated onboarding
    • Audit export for E&O

Prices in US dollars, billed monthly. Annual billing takes two months off.

Compare every plan

Put the sheet to work on Monday.

Connect the AMS this afternoon, watch review mode for two weeks, and stop typing into portals.

Start routing Book a 20-minute walkthrough
Sheet
1 of 1
Revision
Sep 2026
Drawn by
Bevel
Checked by
A person, every time