Custom CRM
A CRM built for the agency, as part of a system designed around its client information and operational work.
CASE STUDY / INSURANCE AGENCY
A bigger agency.
A lighter workload.
Over $6B in current policies
$100k+saved annually
Fewer costly mistakes.
Fewer costly mistakes.
The business.
The opportunity.
For an insurance agency managing over $6 billion in current policies, FourthEye’s work spanned the customer-facing website and the internal systems behind it. The project brought a custom CRM, AI-powered application creation, and a new intake experience into one broader operational improvement.
What FourthEye built.
AI-powered application creation
Application creation supported by AI to reduce repetitive preparation work and help avoid costly mistakes.
Website and client intake
A new website, client intake form, and intake process—extending the project from internal software to the first client interaction.
THE BUSINESS IMPACT
Real work.
Measurable value.
Over $100,000 in annual savings and fewer costly mistakes across the business. The value came from improving the connected operation, rather than treating the website, applications, and client records as separate projects.
Client identity withheld. Figures reflect the reported project results; outcomes depend on the business and scope.
CONNECTED CAPABILITIES
Build beyond one task.
BUILT FOR YOUR BUSINESS. SUPPORTED BY OUR TEAM.
Let’s change
what’s possible.
Book a free discovery call 15 minutes. Let’s find your opportunity.