Find the hours your team loses every week. Then get them back.
We spend two weeks learning what each person at your agency actually does, then we automate the repetitive parts. Your current team gets those hours back, and your next hire can wait.
0hrs back this week
Where the week goes
Where your team's week goes
Most of it is real work. Some of it is the same five minutes, repeated until it fills a day.
Calling the carrier
Sitting on hold to check an application, fix a payment, or find out where a contract stands.
Agent inquiries
Answering the same questions from agents about status, pay dates, and paperwork.
Recruiting tasks
Follow-ups, scheduling, and onboarding paperwork for every recruit, done by hand.
Contracting
Walking each agent's contracting packet through the carriers and chasing what's missing.
Carrier portals
Logging into a dozen portals to download the same reports every week.
Commissions and payroll
Matching statements to policies and building agent payouts in spreadsheets.
Anything that can be automated... should be.
We learn how each person at your agency actually spends the week, then automate the calls, follow-ups, and paperwork that eat it — one person at a time.
Your tools. Your process. Your people.
Minus the repetitive parts.
Because nobody joined your agency
to sit on hold with a carrier.
How it works
Two weeks of looking closely, then we build what saves the most
Three steps, in order. We do the work at every step. Your team's part is showing us what their week actually looks like.
- 1
Evaluation
about 2 weeks- Kickoff call with the agency owner on goals and systems.
- One week of task logs and short screen recordings from each staff member.
- A 45-minute interview with each staff member.
Delivered
A ranked plan with hours saved and yearly value, and one fixed price to build it all. - 2
Implementation
one fixed price- Say yes to the plan and we build all of it for one fixed price, with no hourly billing. Pay within 30 days of the evaluation and your evaluation fee counts toward it.
- We build, test, and roll out each automation with your team. Nobody has to learn a new tool.
- 180-day warranty on everything we build.
- 3
Maintenance
monthly- If an automation ever breaks, we fix it.
- One flat monthly fee covers every automation we build.
- Required for the first 6 months on anything we build.
Step one is a 30-minute discovery call. No prep needed on your side.
Book Discovery CallWhat the plan looks like
You get a plan with the hours on every line
Each item shows who it helps, the hours it gives back each week and over a year, and what that time is worth.
Swipe sideways for hours and dollars
| Automation | Who it helps | Hours saved / week | Hours saved / year | Yearly value |
|---|---|---|---|---|
| Carrier status calls automated, with the answer posted to the agent's file | Service team | 8 | 400 | $10,000 |
| Agent inquiries about status, pay dates, and paperwork answered from your own data | Agent support | 6 | 300 | $7,500 |
| Contracting packets submitted through carrier portals and chased until approved | Contracting | 5 | 250 | $6,250 |
| Weekly agent payroll and override report | Owner / ops | 4 | 200 | $5,000 |
| Recruit follow-ups, scheduling, and onboarding paperwork handled automatically | Recruiting | 3 | 150 | $3,750 |
| Totals | 26 | 1,300 | $32,500 | |
Curious what a plan like this would find at your agency? Start with a call.
Book Discovery CallPricing
One price for each step, and nothing billed by the hour
Evaluation
- Every staff member counts, not just agents. $3,000 minimum.
- Billed 50% at kickoff, 50% when the plan is delivered.
Implementation
- One price for the full build, quoted with your plan.
- No hourly billing. 180-day warranty.
Maintenance
- One fee covers everything we build. Quoted in your plan.
- Required for the first 6 months on anything we build.
Build with us and the evaluation pays for itself
Pay for your build within 30 days of the evaluation finishing and the full evaluation fee counts toward the build price.
- Your plan is one build at one fixed price. It is not split into pieces to sign separately.
- The credit applies to the build, not maintenance, and is never paid out as cash.
- Decide not to build and you keep the plan. The evaluation is all you have paid.
$5,000 evaluation (5 × $1,000)
A sizing estimate. The real price is set by the team in your plan.
- Estimated build price
- $12,000
- Evaluation fee, paid within 30 days
- −$5,000
- Left to pay for the build
- $7,000
Total spent: $12,000, the price of the build. The evaluation cost nothing extra.
Not sure the numbers work for your team? Walk through them with us on the call.
Book Discovery CallOur guarantee
A 3× ROI on the evaluation, or it's free
The plan has to show at least 3 times your evaluation fee in yearly staff time we can automate. If it can't, you pay nothing for the evaluation.
Your numbers
Set your team size. Everything below updates.
- Evaluation fee
- 10 × $1,000
- $10,000
- Guaranteed ROI threshold
- 3 × fee
- $30,000
Your data
Your data stays your data
We sign a BAA before we see any client data.
ComTrack is SOC 2 Type II and HIPAA compliant.
We sign a strict NDA, so your agency's numbers, agents, and carrier relationships stay private.
FAQ
Questions owners ask before they book
Still have a question? Bring it to the call. There's no commitment on either side.
Book Discovery Call