Intake
- New business lands in one place, with an owner
- The information already provided travels with it
- Nobody re-asks the client for what they already sent
For independent agencies with a growing commercial book
Get commercial accounts to market faster, without burying your team in admin.
We fix the intake, document chasing, rekeying and follow-up that slows new business down, so producers get more time with prospects and account managers get cleaner handoffs.
- More capacity from the team you already have
- A faster path to a complete submission
- A clear view of what is slowing new business down
Your best people are doing work the process should handle.
New business comes in, however it reaches you. Then the real work begins.
Someone tracks down the details. Someone decides who owns it. Someone copies information into another system, chases the missing documents, updates the AMS, and remembers when to follow up. By the time the account is ready to market, the producer and account manager may have touched the same information several times.
- ProducerWhat needs my attention today?
- Account managerWhat is still missing before this can go to market?
- Sales leaderWhich account is stuck, and why?
- OwnerDo we need more people, or less manual work?
If those answers require a meeting, an inbox search, or asking around, the agency is paying for that delay.
Your team stops holding new business together.
New business comes in, the same as today. Here is what is different by the time it reaches market.
Submission
- Missing items show up early instead of late
- Existing information gets reused instead of retyped
- Routine requests arrive drafted, ready for review
Follow-through
- Every live account has a next step
- The team sees what needs attention today
- No one keeps a separate list to track it
The system prepares the work. Your people make the decisions.
What runs without a person
- Collecting and organizing documents
- Moving work to the right person
- Reminders and follow-up
- Preparing information for forms and submissions
- Making stalled work visible
What your people decide
- Coverage analysis
- Which markets to approach
- Risk advice
- Client conversations
- Exceptions and final approval
We set this up in the tools you already own, adding AI only where it takes work off the team’s plate.
What changes for each role
- Producers spend more time advising and selling
- Account managers receive cleaner handoffs and chase fewer loose ends
- Sales leaders can see what is waiting before it becomes a fire drill
- Owners can see whether the process is creating a capacity problem
We fix one costly bottleneck first.
We do not begin with a six-month transformation or a new platform. We begin with recent commercial accounts and find one repeated problem worth fixing.
1
Follow the work
We trace recent accounts from inquiry to submission, noting every wait, handoff, follow-up and repeated entry.
2
Pick the bottleneck
We find the step consuming the most avoidable time: intake, missing information, assignment, rekeying, follow-up or status work.
3
Simplify, then automate
We remove the steps that should not exist, configure what is left in your existing tools, and test it with the people who do the work.
4
Measure what changed
We compare new against old. If it saves no meaningful time or fails in real use, it is not finished.
What we measure
- Staff time per account
- Inquiry to complete submission
- Manual touches and repeated entry
- Missing-information follow-ups
- Rework and correction rate
- Active accounts without an owner or next step
You probably have enough software. We make it do more of the work.
Your AMS records the policy. Your CRM tracks activity. Other tools can draft and summarize. None of them decides how commercial new business should run, or gets the team to work that way after launch.
- The processWe fix the process before adding another tool.
- The tools you already ownWe configure the forms, inboxes, AMS, CRM and approved automation around that process.
- The teamWe test the change with real work, train the team and stay through adoption.
This works best when the manual work is happening every week
Good fit
- Independent retail P&C agency with a meaningful commercial book
- Roughly 5 to 30 employees, with more than one person touching new business
- Regular intake, document collection, rekeying, follow-up or status work
- An owner willing to assign an internal point person and measure the current process
Not the right fit
- You want a software license or a stand-alone chatbot
- You want more opportunities coming in, not a faster path for the ones you already have
- Commercial opportunities are too occasional for the manual work to matter
- You want the tools set up without changing how the work is done today
- No one inside the agency can take part in testing and adoption
You work directly with Jonathan.
Jonathan has spent 11 years building software and AI tools that remove manual work in audit, accounting and financial services, where the job is collecting documents, chasing whoever owes them, and keeping a qualified person on every decision that matters. Commercial insurance is where he works now.
He maps the work with your team, builds the first fix, runs the test, and stays through adoption. There is no handoff to a junior implementation team.
Clearline is working with a small founding group of independent commercial agencies. They get direct founder involvement and preferred terms in exchange for candid feedback, and results are documented only with permission.
What you can hold us to
- One bottleneck first
- Direct founder involvement
- A measured before and after
- No platform replacement without a clear reason
If the website is part of the problem
A weak site or intake form can create poor-fit inquiries and incomplete handoffs before the internal process even begins. If the current site works, we leave it alone. If it is contributing to the problem, we fix only what needs fixing.
The commercial new-business bottleneck map
Find the first new-business bottleneck worth fixing.
We review your public intake and ask you to walk us through a few recent commercial accounts. Then we send you a one-page map showing where time is being lost and the first change worth testing.
What you receive
- The current path from inquiry to a complete submission
- The handoff or manual step consuming the most avoidable time
- The first change we would test
- One measure that would show whether it worked