Empower & Grow

Equip your agency with services that help you build stronger client relationships, streamline processes, and unlock new revenue opportunities.

Streamline & Connect

Enhance your agency’s operational efficiency with reduced redundancies, improve data flow, and create a cohesive, connected workflow across your entire agency.

Insights & Intelligence

Gives your agency the resources you need so that your agency can make smarter, data-backed decisions that drive growth and innovation.

Innovative
Solutions Hub

From strategic consulting to seamless execution, we're your partners in unlocking unparalleled success. Elevate your business experience with our dynamic services.

CRM Buildout

$5,500 - $30,100

Custom Pipelines for Every Stage of the Client Journey
Our CRM buildout includes tailored pipelines designed to streamline your agency’s workflow. Each pipeline is optimized to help you track progress, close deals faster, and retain satisfied clients.

Smart Automation to Save Time and Eliminate Repetition
Automate your day-to-day tasks with built-in email sequences, texting capabilities, and two custom Zaps.

Pre-Built Forms and Advanced Tagging System
Capture and organize client information effortlessly with ready-to-use Forms and Tags. Segment and prioritize your client base with over 50 pre-configured tags.

Full CRM System Setup
We handle everything—customizing your pipelines, configuring automation, and fine-tuning every system setting to perfection. Delivered in a seamless, one-time implementation.

Ongoing Support
After the initial build you receive 3 months of support for edits and optimizations, ensuring your system works exactly how you need it to.

AMs buildout

$7,500 - $32,100

Custom AMS Configuration and Integration
From data migration and user role setup to carrier integrations and API connections, we ensure your system is optimized for your unique needs.

Workflow Automation and Efficiency
Our automation services simplify your daily tasks, from policy renewals and claims processing to proposal generation.
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Training and Support
We provide comprehensive training to ensure your team is fully equipped to utilize your AMS effectively.

Reporting and Analytics
We provide actionable insights into your agency’s performance, including profitability tracking, compliance reporting, and renewal analysis.

Security and Compliance
Protecting your data and maintaining regulatory compliance are critical priorities. We implement robust cybersecurity measures, secure backup systems, and user access controls to safeguard your operations.

Proven Expertise, Trusted Results

100%
Satisfaction Guarantee
135+
Delivered projects
8
Years of experience
Book a Discovery Call

A Deep Dive into Our Collaborative Work Methodology

Step 1: Discovery call

The journey begins with a quick and focused 30-minute discovery call. Here, we dive into understanding your unique business challenges, goals, and current processes. We’ll discuss your vision for the CRM and identify key areas where we can add value. This call ensures we’re aligned and sets the foundation for a successful partnership.

Step 2: onboarding calls

Over the course of a week, we schedule two in-depth onboarding sessions (totaling 2 hours). These sessions are designed to map out your CRM requirements, workflows, and integrations. We’ll collaborate to finalize a roadmap, define key deliverables, and ensure everyone involved understands the process and objectives.

Step 3: buildout of the system

With a clear plan in place, we move into the buildout phase. Over the next month, our team works diligently to craft a custom CRM tailored to your needs. This includes setting up workflows, integrations, automations, and data structures. You’ll receive periodic updates to ensure transparency and alignment.

Step 4: Review of system and edits

Once the initial buildout is complete, we review the system together. During this two-week period, you’ll have the chance to test-drive your new CRM, identify any necessary adjustments, and provide feedback. We’ll fine-tune everything to ensure it operates seamlessly and meets your expectations.

Last step: Post-Support

To ensure long-term success, we provide robust post-launch support over the next 2.5 months. This includes addressing any technical issues, implementing additional edits, and delivering comprehensive training for your team. By the end of this phase, you’ll feel confident and empowered to maximize your CRM’s potential.

Frequently Asked Questions

We address common queries, demystify intricacies, and provide insights to guide you through our services.

What is a CRM or AMS?

Agency Management System (AMS)
An AMS (Agency Management System) is a software platform designed specifically for insurance agencies to manage their operations. It helps agencies organize and streamline key business functions like policy management, claims tracking, carrier communication, and reporting. An AMS provides tools to handle commissions, renewals, and client information while offering insights into the agency’s performance.
In short, an AMS focuses on internal operations and efficiency, ensuring that the agency runs smoothly and profitably.

Customer Relationship Management (CRM)
A CRM (Customer Relationship Management) system, on the other hand, is designed to manage and enhance interactions with clients and prospects. It helps agencies track leads, automate follow-ups, send personalized communications, and retain customers through targeted engagement. CRMs are powerful tools for improving sales and client retention by ensuring no opportunity or customer interaction is missed.
In summary, a CRM focuses on external interactions and client relationships, helping agencies grow their book of business and maintain long-term relationships.

Key Difference

An AMS is for managing agency operations (internal).

A CRM is for managing client relationships (external).

Can I customize the CRM to fit my specific workflows?

Absolutely. We tailor each CRM to match your agency’s operations and unique requirements.

Do you have any guarantees?

Every single project that we bring on includes a "Project Guarantee."

What that means:
If you wish to cancel and get your money back, you can! All that we ask for is for you to return all of our Intellectual property and let us go back into your system to return it to the place it was before we started working with you.

This is only viable during the project and can no longer be refunded once the project timeline is finished.

This guarantee is not included in hourly work or in after project training and edits.

What kind of companies do you support, and do you work exclusively with Property & Casualty Insurance agents?

Yes, our products are designed specifically for P&C insurance agencies to address their unique workflows and challenges.

We work with industry-leading CRMs and AMS platforms and can recommend the best option for your agency if you’re unsure.

Success Stories from Our Clients

Explore the firsthand experiences of those who chose to partner with us and witness the transformative power of our innovative solutions.

Scott Morgan

Collin's services and
insights have helped me have
a better agency and helped
my productivity. I always get
something of value from each
of our meetings. He is a
highly-organized and
motivated resource for my
growing agency. I could not
recommend him more!

Megan Mills

I have been working with
Collin for a few months and I
have been so impressed with
his professionalism, work
ethic and attention to detail.
If you are an insurance
agency looking for process
improvement, tech stack or
employee organization help -
Collin is your guy.

Armen Tovmasyan

Took my agency
from the Stone Age to
the digital age"

Adam Urbania

Collin and Rev-Box continue to exceed expectations in this current insurance landscape. In a time when technology is inescapable and efficiency needs to be at an all time high, Rev-Box has become the perfect solution for agents of all sizes and experience. Looking to maximize revenue, processes and most importantly, time! Rev-Box needs to be the solution for your agency. 10/10

Proven Expertise, Trusted Results

100%
Satisfaction Guarantee
135+
Delivered projects
8
Years of experience
Book a Discovery Call