Insurance operations platform
ThreadWise reads what arrives, kicks off the work, and hands your team reviewable results attached to the right account. On your data, inside the systems you already run.
01 · Work arrives
ThreadWise reads the message and attachments, identifies the account and tasks, and cross-references related internal info. What used to just be an unread email is now structured work.
02 · The right workflows kick off
In this case, triage and handoff, certificate drafting, and account context all kick off. Which workflows run is decided by strict rules and email intent, not by whether or not someone remembered to push a button.
03 · Full audit trail
No workflow is a black box. You can see when it started, the instructions and tools it used, and what was produced. Plus, every field is tied to the source it came from.
04 · Ready for review
Nothing leaves the agency until a licensed reviewer says so. Attach the output to a draft reply, file it away to an account, push it to an AMS, or hand it to a colleague or new workflow. Or, chain together multiple workflows, and watch your email work for you, not against you.
Today
Yesterday
COI needed today, additional insured
General Servicing · servicing@ridgelinebuilders.com
Sarah, we need a cert for the Riverside job by end of day, additional insured, primary & noncontributory. Same wording as the last one.
Workflow activity
Execution details · COI drafting · completed
Ready for review
source · GL-77-2291 declarations
wording · carried from cert issued 04/18
flagged · 1 field · project description needs confirmation
Representative interface · account and carrier names are fictional
How it starts
Before anything gets built, ThreadWise examines how work moves through your agency and hands you a ranked view of where time and money are going, all within our first week working together. Technology is only as good as the process that it's a part of.
| Rank | Work | Frequency | Friction | Licensed-staff involvement | Readiness | Recommended next step |
|---|---|---|---|---|---|---|
| 01 | Inbox triage and request classification | Continuous | High | High | Ready now | Classify and route inbound work with account context attached |
| 02 | Renewal preparation | Cyclical, monthly peaks | High | High | Ready now | Assemble workups and first-draft submissions for review |
| 03 | Document rekeying | Daily | High | Moderate | Ready now | Prefill forms and applications from policy and email sources |
| 04 | Sales and service handoffs | Daily | High | Moderate | Needs ownership defined | Agree routing rules, then automate the handoff and its record |
| 05 | Client follow-up | Daily | Moderate | Low | Ready now | Draft and schedule status updates against open items |
| 06 | Internal knowledge requests | Continuous | Moderate | High | Needs sources consolidated | Make recurring answers available to the whole team |
Illustrative format only. Your Capacity Map reflects your own agency's work.
What makes it different
One-size-fits-all software is a thing of the past. Certificates, policy checking, quote comparison, proposal generation, we run all of them and dozens more, and so do nearly all insurtechs now. The question is, what happens when you encounter new challenges as your book grows?
We have hundreds of ready-made workflow templates across the policy lifecycle, ready to handle common daily tasks.
Workflows are rebuilt around your people, processes, and data. If you have employees that are AI-native, they can build directly on top of this secure foundation just like they would with a generic AI.
Your teams get workflows that are grounded in your own accounts, policies, and history. We periodically run our diagnostic reports with you to get ahead of the new challenges that new opportunities present.
The workflows we ship are just the starting point. As you find new challenges at new revenue bands, we find and solve them with you proactively.
The outcome
Four things move once the repetitive work stops landing on your people.
Add accounts without licensed service headcount growing at the same rate. Producers spend their time on relationships instead of admin, and the book grows faster than the payroll.
Repetitive rekeying, chasing, rereading, and document handling moves away from the people whose judgment clients depend on, and away from the vendors you were paying to absorb it.
Requests are triaged and drafted on arrival, so routine work stops depending on who happens to be at their desk, or who remembers the process.
Recurring answers and operational know-how stay available, so senior staff field fewer repeat questions and new hires ramp faster.
Measured over three months. Measured at a $4.5m in revenue agency, 50/50 book split.
The platform
Where agency workflows get built and run.
The multi-book layer for M&A focused brokerages.
Your team stays in control
ThreadWise works inside the agency's operating context. All workflows have human review steps by default, activities are fully auditable, and work stays connected to the account and the task it belongs to.
SOC 2® Type II report
ADA CASA Tier 2 certified
Microsoft integration partner
Google integration partnerThirty minutes, your own examples, and a straight answer about what we would build first.
For independent P&C agencies and acquisitive brokerages · liam@threadwise.ai
Built for independent P&C agencies
ThreadWise analyzes the real work flowing through your agency: requests, handoffs, rekeying, follow-up, and document handling. You get back a ranked Capacity Map showing what is holding your team back and what to automate first.
A roadmap for your book, not a generic product tour.
Start with your operation. Build against what the data shows.
Choose a time to walk through the work currently creating the most friction for your team.
Having trouble with the scheduler?Open Cal.com in a new tab.
The deliverable
Know what to automate first. The Capacity Map turns a broad goal, such as 'use more AI', into a ranked set of operational opportunities tied to the work already flowing through the agency.
| Rank | Work | Frequency | Friction | Licensed-staff involvement | Readiness | Recommended next step |
|---|---|---|---|---|---|---|
| 01 | Inbox triage and request classification | Continuous | High | High | Ready now | Classify and route inbound work with account context attached |
| 02 | Renewal preparation | Cyclical, monthly peaks | High | High | Ready now | Assemble workups and first-draft submissions for review |
| 03 | Document rekeying | Daily | High | Moderate | Ready now | Prefill forms and applications from policy and email sources |
| 04 | Sales and service handoffs | Daily | High | Moderate | Needs ownership defined | Agree routing rules, then automate the handoff and its record |
| 05 | Client follow-up | Daily | Moderate | Low | Ready now | Draft and schedule status updates against open items |
| 06 | Internal knowledge requests | Continuous | Moderate | High | Needs sources consolidated | Make recurring answers available to the whole team |
Swipe to see all columns →
Illustrative example. Rows, ratings, and next steps are representative of the format only. Your Capacity Map reflects your own agency's work.
Why capacity disappears
Work arrives by email. Context lives in the AMS. Documents live somewhere else. Trackers live in spreadsheets. Licensed staff spend the day moving information between systems instead of servicing accounts. The only lever left is hiring.
ThreadWise helps the agency identify which parts of that work should stay with people, which can move to agents, and where the change will matter most.
How it starts
Most vendors start with a demo. ThreadWise starts with your operation.
Together, we define the representative email and workflow traffic to examine. The assessment is based on the work your team actually handles, not only interviews or a survey about it.
ThreadWise identifies recurring request types, repetitive handling, unclear ownership, rekeying, handoffs, and work landing on licensed staff who should be doing something else.
You receive a Capacity Map showing what is slowing the agency down, where it occurs, and which opportunities are the best candidates for automation.
The Capacity Map becomes the implementation plan. ThreadWise starts with the workflow that can return the most useful capacity to the agency.
The first deliverable is not a product tour. It is a prioritized view of your own operation.
Diagnose before you automate
Fixed-product approach
Review a list of available automations, choose the closest match, and adapt the agency's process around the product.
ThreadWise approach
Examine the work, identify the highest-value bottlenecks, and reshape the workflows around the agency's data, process, language, and exceptions.
The workflows ThreadWise ships are the starting point. The value comes from fitting them to the way your agency actually works.
What happens after the map
A request arrives and ThreadWise identifies what it actually is. The relevant agents begin work: drafting, checking, retrieving context, or preparing the next step. Your team can review the activity, tools, and output before deciding where the work goes next.
COI needed today, additional insured
General Servicing · servicing@ridgelinebuilders.com
Workflow activity
Execution details · COI drafting · completed
Ready for review
source · GL-77-2291 declarations
wording · carried from cert issued 04/18
flagged · 1 field · project description needs confirmation
Representative product interface. Account and carrier names are fictional.
Open an agent to see when it started, the instructions it used, the tools it selected, and the output it produced.
Attach the result to a reply, file it to the account, push it to another system, or hand it to the next agent.
The work remains associated with the account, task, and record instead of becoming an isolated answer with no operational history.
A common agency bottleneck
Inbound work arrives undifferentiated. Some of it is a sales opportunity, some is a service request, and some is both. Misrouting can cost the agency either the opportunity or the relationship.
ThreadWise reads what each message is, routes it to the right person with the relevant account context attached, drafts the next step, and supports a clean handoff when the work changes hands.
The result is not just an answer. It is routed agency work with ownership, context, and a record.
The operational outcome
Add accounts without requiring licensed service headcount to grow at the same rate.
Move repetitive rekeying, chasing, rereading, and document handling away from the people whose judgment clients depend on.
Make routine work less dependent on who happens to be at their desk or who remembers the process.
Keep routine answers and operational know-how available so senior staff answer fewer repeated questions and new hires ramp faster.
Your team stays in control
ThreadWise is designed to work inside the agency's operating context, not outside it. Drafts and outputs remain reviewable, activity remains traceable, and work stays connected to the relevant account and task.
Designed around the systems already carrying the work: inbox, AMS, CRM, documents, and agency workflows.
Epic · AMS360 · HawkSoft · EZLynx · CRM · Inbox
SOC 2® Type II reportADA CASA Tier 2 certifiedMicrosoft integration partnerGoogle integration partnerRequest a Capacity Map to see where your team's capacity is going, what to solve first, and where ThreadWise can help.
For independent P&C agencies and brokerages.
Built for acquisitive insurance brokerage platforms
Atlas creates a portfolio control layer above the systems your acquired agencies already use. It brings account, policy, carrier, commission, producer, and workflow data into one operating view while each agency continues using its current systems during integration.
Build a clear post-close operating view from day one.
Start with the acquisition, system estate, and operating model you have now.
Choose a time to review an acquisition, your current M&A process, and where reconciliation or post-close visibility is slowing the platform down.
Having trouble with the scheduler?Open Cal.com in a new tab.
Why integration stalls
Account and policy records use different structures. Carrier and producer relationships are represented differently. Commission data lives somewhere else. Service work follows local conventions that sit outside the platform's view.
Atlas reconciles the operating picture across acquired agencies so integration leaders can see what is consistent, what is missing, and what needs action after close.
How it starts
The first engagement turns the acquired operating environment into a practical integration plan. The four steps below take place within weeks, not over quarters and years. The agency team, their clients, your team, and your LPs can now all see value rapidly.
We document the AMS, CRM, commission, document, and workflow systems in the acquired book, along with how the team operates between them today. In addition, you get a recommendation for where standardized automation can be leveraged while necessary exception scenarios are preserved, keeping the secret sauce intact.
Align account, policy, carrier, producer, commission, and activity records so the platform can distinguish matches, gaps, duplicates, and conflicting ownership. This lays the foundation for scalable automation and analytics both you and the team will love.
Surface the exceptions that obstruct reporting, service, compensation, carrier management, and a dependable post-close operating view.
Define shared workflows and controls above the systems already in place, then prioritize migrations or deeper integrations where they will matter most.
The result is operational control across the portfolio, with migrations planned around business priorities.
The deliverable
The Atlas Integration View gives platform leadership a shared operating picture across the acquired book, with clear ownership and next actions.
| Workstream | Current state | Primary risk | Readiness | Recommended next step |
|---|---|---|---|---|
| Book and account reconciliation | Multiple account keys across AMS and CRM | Duplicate ownership | Ready now | Create the master account crosswalk and exception queue |
| Carrier and appointment records | Agency-level naming and status conventions | Incomplete view | Ready now | Normalize carrier entities and validate appointments |
| Commission and producer mapping | Producer codes vary by system and entity | Payment exceptions | Needs validation | Reconcile producer identity, splits, and ownership rules |
| Service workflow standardization | Local processes and inbox conventions | Uneven service | Ready now | Define common routing, review, and escalation controls |
| Cross-sell opportunity detection | Relationships split across agency records | Hidden opportunity | After reconciliation | Build a household and account opportunity view |
| Integration reporting | Manual status updates across workstreams | Slow decisions | Ready now | Publish a shared exception, owner, and progress view |
Swipe to see all columns →
Illustrative example. Your review reflects the agencies, systems, data, and post-close priorities in your transaction or portfolio.
A control layer above the portfolio
Immediate migration
This approach concentrates the integration effort in a system conversion and relies on manual workarounds until reporting stabilizes.
Phased reconciliation
Atlas reconciles current systems, surfaces exceptions, and supports shared workflows while the broader migration roadmap progresses.
Atlas gives integration leaders a dependable operating view while the broader technology roadmap continues.
The post-close outcome
See the book, systems, exceptions, and owners as migrations progress.
Reconcile core entities and definitions so leadership can compare agencies on a consistent basis.
Apply common routing, review, escalation, and audit controls above local operating systems.
Expose household, coverage, and relationship opportunities hidden across acquired books.
Governed by design
Atlas is designed for controlled integration work. Reconciliation decisions remain reviewable, activity stays traceable, and each exception remains connected to its source system and responsible owner.
SOC 2® Type II reportADA CASA Tier 2 certifiedMicrosoft integration partnerGoogle integration partnerBook an Atlas integration review to identify the reconciliation, visibility, and workflow priorities that should come first.
For insurance brokerage platforms, integration leaders, and portfolio operations teams.
You're booked
You'll receive a Cal.com confirmation with the meeting details. Bring the workflow or source of friction you want to examine first.
Need to make a change? Use the reschedule link in your calendar confirmation.
You're booked
You'll receive a Cal.com confirmation with the meeting details. Bring the acquisition, current M&A process, or reconciliation challenge you'd like to discuss.
Need to make a change? Use the reschedule link in your calendar confirmation.
