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SHIPPING Q1 · 3 AI-NATIVE SaaS PRODUCTS300+ SALESFORCE PROJECTS DELIVERED15+ YEARS · TRUSTED IMPLEMENTATION PARTNERAI AGENTS · LLM · RAG · MLOPS · NOW HIRINGLIVE IN PRODUCTION ACROSS 3 INDUSTRIESSHIPPING Q1 · 3 AI-NATIVE SaaS PRODUCTS300+ SALESFORCE PROJECTS DELIVERED15+ YEARS · TRUSTED IMPLEMENTATION PARTNERAI AGENTS · LLM · RAG · MLOPS · NOW HIRINGLIVE IN PRODUCTION ACROSS 3 INDUSTRIES
Industries · Insurance

AI-Native CRM systems for mid-market insurance

Custom claims, underwriting, and carrier workflows for mid-market carriers, MGAs, and agencies that have outgrown what Salesforce or Guidewire ships out of the box.

Two of our shipped products live in this space: Logan (trucking insurance CRM with multi-LLM carrier matching) and ClaimDeck (AI-assisted claims management). We bring the same engineering depth to your stack.

Book a 30-min AI auditSee the Logan case study
01Who this is for

We're a fit for some teams. Not others.

Built for

  • Insurance carriers, MGAs, and agencies between $50M and $500M in GWP
  • Teams running Salesforce / Guidewire / Duck Creek / homegrown stacks
  • Operations that depend on ACORD forms, carrier matching, claims triage, or underwriting workflows
  • Leaders who've heard "you can't do that in our platform" one too many times

Not built for

  • Pre-revenue insurtechs. We're not your first build
  • Personal lines direct-to-consumer. We focus on commercial + specialty
  • Carriers above $1B GWP. You have an in-house team
02What we build

From custom AI agents to full CRM rebuilds.

01

AI agents that earn their keep

Multi-LLM systems (Claude + Gemini) for claims triage, underwriter copilots, ACORD pre-fill, and carrier matching. Production-grade with explainable reject paths so your underwriters stay in control.

02

CRMs built for your data model

When Salesforce or Guidewire's data model fights your workflow, we build on Frappe with Vue. White-labeled, deployable on your infra, no per-seat tax.

03

Or extend Salesforce smartly

Sometimes the right answer is keeping Salesforce and bolting on the AI layer. We've shipped custom Apex with AI-assisted workflows on production Salesforce orgs. We know when to extend vs. replace.

03Proof

Shipped, not slideware.

Featured product
Logan
Featured product

Logan: Multi-LLM AI agent system for trucking insurance

A productized vertical CRM for trucking insurance MGAs and carriers. Built on Frappe + Vue with a multi-LLM agent architecture (Claude for narrative, Gemini for structured extraction). Matches 16 carriers in real-time. Generates ACORD 25 and 101 forms from agent-extracted data. Integrated e-signature (ZeboSign).

<200ms
Carrier matching p95
16+
Carriers integrated
ACORD 25 + 101
Native form generation
Read the Logan case study
In production
ClaimDeck
In production

ClaimDeck: AI-assisted claims management

Claims management platform with AI-assisted triage for mid-market carriers. Designed to keep the adjuster in control: every AI suggestion is reviewable, every reject explainable. Integrates with existing policy systems via API.

100%
Audit trail on every AI-assisted decision
FNOL→Settlement
End-to-end workflow
API-first
Slots into existing policy systems
See the FullServicePro case study
04How we engage

We don't sell time. We sell shipped outcomes.

01

Discovery (Free, 30 min)

A 30-min audit of your current stack and pain. We tell you honestly whether what you need is a Salesforce extension, a custom build, or a problem you should just live with.

02

Architecture sprint (1–2 weeks, paid)

If we're a fit, we run a 1–2 week paid sprint to lock the data model, integrations, and AI patterns. You get a written architecture doc and an implementation estimate. If you walk away, the doc is yours.

03

Build (6–16 weeks)

We ship in 2-week sprints with weekly demos. Your team sees working software on Day 14. Deployments are blue-green; you can always roll back.

04

Handoff (or ongoing)

We can hand off to your in-house team with full documentation, or we keep running it as managed services. No lock-in either way.

05FAQ

Common questions.

Most Salesforce agencies optimize the platform. We optimize the outcome. When Salesforce is the right answer, we say so, and we've shipped $1M+ Salesforce builds. When it isn't, we say that too. Logan and FullServicePro are both NOT on Salesforce, and that's intentional.
No. Frappe is what Logan and FullServicePro happened to use because it fit. We've also shipped custom on Vue + Python, Next.js + Postgres, and Apex on Salesforce. We pick the stack for the problem, not the other way around.
Yes. Every production AI agent we ship has a reject path and an audit log. If an underwriter or auditor asks "why did the model pick X?", we can show them. We don't ship black-box AI to regulated industries.
Logan generates ACORD 25 and ACORD 101 forms directly from agent-extracted data. We know the data model and the field-level requirements. If you need other ACORD forms, we can usually add them in 1–2 sprints.
Range: $80k for a focused 8-week agent build, to $400k+ for a full CRM rebuild. Architecture sprints are $15–25k. We don't take projects under $60k total. You'd be better served by a freelancer at that size.
India-based team, US-EU-aligned working hours. We do daily standups in the relevant time zone.
06Next step

Ready to talk?

Tell us about your stack. We'll do a free 30-min review of where AI and custom workflows could compound results.