We've already automated reconciliation for insurance agencies.
Before Materiality Partners, our founder built Orion, AI calling and CRM software for insurance agencies. The problems it solved look a lot like the ones in your firm.
$4M+
annualized premium added to agencies' books of business1
6 mo
to reach that result
Case study
Orion for insurance agencies.
- Client type
- Independent insurance agencies.
- The problem
- Agents spent their days dialing and following up, and staff reconciled the agency's book of business against carrier records by hand.
- What was built
- AI calling that worked leads and booked appointments for agents, a CRM that tracked every policy, and automated book-of-business reconciliation that matched carrier records to the agency's policies.
- Results
- $4M+ in annualized premium added to agencies' books of business in six months.1 Reconciliation that had been done by hand ran automatically, and agencies ran with leaner teams.
Why it matters for your firm
Different profession. The same kind of work.
Agencies and accounting firms both spend staff hours matching records, chasing people for information, and tracking work across systems. Here's how the work Orion automated lines up with yours.
| In an insurance agency | In your firm |
|---|---|
| Matching carrier records to the agency's policies | Bank reconciliation and AP/AR matching |
| Following up with every lead and client | Document requests, reminders and status updates |
| Tracking every policy across carriers | Tracking every engagement through close and filing |
See where your firm's hours go.
The audit is free, and you keep the report whether or not you hire us.
1. Annualized premium on policies attributed to Orion across its insurance agency customers over a six-month period. Premium is the policyholders' annual premium, not agency revenue. Source: Orion system records.