Agencies

Agencies that stopped typing into portals.

Three of the 212 agencies routing their carrier work through Bevel, and the numbers their own management systems report.

See what it costs
A small independent insurance agency office on a bright morning, an agent at her desk Ostrowski Insurance Cedar Rapids, IA One office · 9 people Two calls for every certificate became none. Contractors used to phone Ostrowski Insurance twice for the same certificate: once to ask, once to ask where it was. Six months into Bevel, the holder has it before the first call ends. 52 sec median from a holder’s email to the certificate going out 1,912 certificates issued since March without a person touching them 11 hrs a week back across three CSR desks Read the story Two colleagues talking across a desk in the Thornbury Group office in downtown Omaha Thornbury Group Omaha, NE Three offices · 31 people 312 renewals rated in August. People touched 19. Thornbury Group ran renewals off a wall of sticky notes in each of its three offices. Now the list empties itself 45 days out, and the operations lead reads exceptions instead of chasing dates. 312 renewals re-rated in August across three offices 19 of them needed a person, each for a stated reason 45 days before expiry that every insured now hears from the agency Read the story The two partners of Pfeiffer & Ruhl at the front counter of their Fort Wayne office Pfeiffer & Ruhl Fort Wayne, IN One office · 7 people Two weeks of watching before it sent a thing. Casey Pfeiffer had turned down two automation products because neither would show its work. Review mode let a seven-person agency approve every run until it had seen enough. 25 approvals in a row before the first certificate went out untouched 0 certificates corrected after the fact in six months 2.4 hrs a day back for each of two CSRs Read the story

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

Your agency, two weeks from now.

Connect the AMS read-only and approve the first 25 certificates yourself. If you would not have sent one of them, it never leaves.

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Sheet
1 of 1
Revision
Sep 2026
Drawn by
Bevel
Checked by
A person, every time