Case studies
Each case study follows one small business through its hardest night: the seven agents, the tools they work in, the rules they keep, the results before and after, a short video and a free implementation guide you can read or download.
A family closes on a house Friday and the lender wants proof of insurance by noon. Quotes and paperwork are ready by morning; the licensed agent advises and binds.
A crash at 11:40 PM. The call is answered, the facts and conflicts are checked, and a one-page memo waits for the attorney at 8 AM.
One van and the first hard freeze. Missed calls answered, nine invoices sent from the van, quotes followed up, warranties registered.
Water through a ceiling at 2 AM. The tenant is kept safe, the plumber is on his way, and the $640 repair waits for the owner.
Hail at 9 PM, sixty calls by morning. Leaks first, 41 inspections booked, nine claim packets ready for the owner.
Two days before April 15. A blurry W-2 fixed at 11 PM, a missing 1099 caught, 31 files keyed for the preparer.
Free guides
Every case study comes with its implementation guide: the agents and their build specs, the rules, the rollout, the templates and the sources. Free to read and to download.
Case studies
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