OpsRev automates quoting, ACORD form assembly, and carrier portal data entry for commercial insurance brokerages — so your producers can manage a larger book of business without adding back-office headcount.
Verticals We Serve
100–1,000 employees. Commercial Lines, Benefits, and Specialty Risk.
Your agency's growth is bottlenecked by account manager capacity. You need producer scale without linearly increasing payroll.
Your top producers spend half their day keying the same client data into 10 different carrier portals instead of selling. There's a better way.
Swivel-chair data entry between Salesforce and your Agency Management System (AMS) is causing costly E&O risks and data silos.
Renewals are a nightmare of spreadsheets and manual emails. Your team is burning out on admin work and missing cross-sell opportunities.
For brokerages, the leverage usually comes from reducing account service admin, carrier portal work, renewal chasing, and document handling.
Stages AMS updates, ACORD details, client document requests, and routine service tasks so producers and account managers stay focused.
Tracks renewal dates, missing exposure data, payroll updates, schedules of values, loss runs, and follow-up tasks across the book.
Prepares carrier submissions, rekeys approved data into portals, flags missing fields, and keeps quote status visible to the team.
Handles routine certificate requests, policy evidence, endorsement follow-up, and document routing without pulling account managers off client work.
Every manual carrier submission slows down your speed-to-quote. Every data entry error in your AMS is an E&O liability.
Your producers collect client data, but then your CSRs have to manually type that exact same data into Applied Epic or Vertafore (AMS360), generate manual ACORD forms, and re-key it into a dozen different carrier portals to get quotes.
Tracking trailing documents, requesting updated payroll numbers, and formatting massive Excel schedules of values takes hours of manual work. Renewals get delayed because paperwork slips through the cracks.
When highly-paid producers and account managers act as data-entry clerks, your cost-per-policy skyrockets. You are paying sales salaries for administrative output.
Your account managers can only handle so many renewals per month. If you want to grow your book, you are forced to hire more back-office CSRs, which crushes your profit margins.
Meanwhile, your back-office team spends hours on document formatting, carrier portal entry, and compliance checklists that add zero value to the client relationship. That's not an operations cost — it's wasted payroll.
This isn't a software subscription. It replaces 2–3 back-office admin hires. The math is simple: process automation costs less than headcount and scales without HR overhead.
Process automation replaces the equivalent of 2–3 full-time CSR or Account Admin hires — without benefits, PTO, or turnover risk.
10 Account Managers x 2 hrs/day on manual carrier entry x $45/hr = $180,000 per year in wasted payroll on tasks that should be automated.
Brokerages that automate AMS data entry and document assembly can manage 30% more premium volume without adding a single CSR.
We don't sell you software and walk away. We embed into your quoting process, automate the manual work, and scale your capacity.
OpsRev isn't another clunky dashboard to learn. It lives directly inside your Microsoft Teams or Slack as an intelligent agent. Just upload a client's risk profile, tell the agent what you need, and watch it work.
State-specific ACORD forms, loss run summaries, and custom 50-page proposal decks get assembled automatically from your CRM data and carrier quotes.
OpsRev reads your structured data and prepares it for your Agency Management System (Applied Epic, Vertafore) and carrier quoting portals to eliminate double-entry.
OpsRev is a high-speed preparer, not a rogue submitter. The AI stages the AMS updates and drafts the proposals, but absolutely nothing is pushed live to the client or carrier until your broker clicks 'Approve'.
Two pillars: eliminate manual process overhead and prevent the errors that erode your profitability.
Auto-populate state-specific ACORD forms instantly from CRM data and messy intake PDFs.
Eliminate swivel-chair entry between front-end CRMs (Salesforce/HubSpot) and back-office systems (Applied Epic/Vertafore).
Instantly extract and structure loss run data from messy 50-page carrier PDFs.
Automatically track missing loss runs, payroll updates, and trailing compliance docs 90 days out.
Pull data from multiple carrier quotes into a single, beautifully formatted client presentation.
Automate the manual processing, verification, and delivery of standard COIs for clients.
Instantly aggregate and format quotes from multiple carriers into a single side-by-side matrix.
Automated validation catches missing data fields and typos before policies are bound.
Get a custom demo of OpsRev. We'll show you exactly where automation can increase your book size and protect your margins — no commitment required.
No interview calls. No lengthy walkthroughs. Your people record themselves doing the work and narrate as they go — OpsRev's AI turns each recording into a step-by-step SOP and a map of the systems you touch, then scopes the skills and integrations your teammate needs.
macOS · Apple Silicon (M-series) · v0.1.0 · ~97 MB. Windows coming soon.
Ivy
OpsRev assistant · online