Operations Management Software Agency Operations Software

AGENCY OPERATIONS

Agency operations software

Q: What is agency operations software?

Agency operations software runs the recurring work an insurance agency does every day, producer onboarding, AMS data handoffs, commission tracking, E&O compliance, renewal cycles, and audit reporting, as governed workflows instead of email threads and spreadsheets.

Q: Does Process Street replace my AMS?

No. Process Street is the workflow control layer above your AMS. Your Applied, Vertafore, EZLynx, or HawkSoft system stays the source of policy and customer data. Process Street drives the steps, owners, approvals, and evidence around it.

Q: Which agency workflows should I automate first?

Start with producer onboarding and renewal cycles. Both are repeatable, both involve multiple handoffs, and both carry compliance consequences when a step gets missed. Commission reconciliation and E&O documentation are strong second targets.

Q: How is this different from a CRM or a project management tool?

A CRM tracks contacts and pipeline. A project management tool tracks one-off projects. Process Street runs the recurring agency processes themselves with conditional logic, approvals, integrations, and audit history that hold up under E&O carrier review.

Q: Can it work with my AMS, carrier portals, and accounting tools?

Yes. Process Street integrates with thousands of systems through native connectors, webhooks, and an AI integration agent. It coordinates work across AMS platforms, carrier portals, e-signature, accounting, and email without forcing a system replacement.

Q: What proof does it give my E&O carrier or auditor?

Every workflow run produces a timestamped record of who completed which step, when approvals fired, what evidence was attached, and how exceptions resolved. That record is the audit trail E&O carriers and state regulators expect.

Run producer onboarding, AMS handoffs, commission tracking, E&O compliance, and renewal cycles as governed workflows your insurance agency can track, improve, and prove.

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An insurance agency operations manager arranges labeled workflow cards for producer onboarding, AMS handoffs, renewals, and E&O checks.

Trusted by more than 3000 companies

WHY AGENCIES PICK PROCESS STREET

Agency work stalls between systems and handoffs

Independent agencies, brokers, and MGAs lose hours every week to producer ramp-up, missed renewals, commission reconciliation errors, and E&O gaps that nobody catches until audit. Process Street gives every recurring agency step an owner, due date, approval path, and audit trail that sits above your AMS, CRM, and carrier portals.

How Process Street supports agency operations

Ops

Run agency workflows with assigned owners, due dates, conditional logic, integrations to AMS and carrier portals, and live status tracking across every recurring process.

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Docs

Govern producer policies, E&O procedures, carrier appointment paperwork, and renewal SOPs with version control, approvals, and a single source of truth.

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Cora

Cora, our AI compliance agent, monitors agency workflows for missed steps, late renewals, and compliance gaps before they trigger an audit finding.

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Built for insurance agency operations

Producer onboarding

Standardize ramp-up workflows from offer through carrier appointments, E&O proof, and first-policy bind so new producers contribute faster.

AMS handoffs

Govern data entry, policy issuance, endorsement, and renewal steps across Applied, Vertafore, EZLynx, HawkSoft, NowCerts, and other agency systems.

Commission tracking

Reconcile commission statements, surface variances, and route disputes through assigned owners with evidence captured at every step.

E&O compliance

Enforce documentation, approvals, and evidence capture for every customer-facing workflow so your file holds up under E&O carrier review.

Renewal cycles

Drive 30, 60, and 90 day renewal touchpoints with reminders, conditional logic, and clean handoffs between producers and account managers.

Audit history

Every step, approval, and exception logged for E&O carrier reviews, state insurance regulator inquiries, and internal compliance checks.

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Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results