Right now somebody does. Conduit takes that morning off their desk. It files the submissions, brings back what each carrier said, gets certificates out, and tells you which policies quietly failed to renew. Your management system stays exactly where it is.
| Carrier | Client | Work | Where it stands | Waiting |
|---|---|---|---|---|
| HARTFORD | Alderman Freight Co | Renewal application | Bound | 08:05 |
| NATIONWIDE | Kestrel Property Mgmt | Certificate, 3 holders | Issued | 08:40 |
| PROGRESSIVE | Vasquez Landscaping LLC | Add 2021 F–250 to the policy | Filed | 09:12 |
| TRAVELERS | Bright Line Dental PC | New business | With underwriting | 4d 02h |
| CHUBB | Redwood Cabinetry Inc | New business | Needs loss runs | 1d 06h |
| CNA | Pell & Sons Electric | Renewal, expires 09/01 | No answer yet | 11d 04h |
The bottom three rows are the whole point. Those are the ones that lose you the account while everyone assumes somebody else is watching.
You enter the account once. Conduit puts it into each carrier's site, attaches the paperwork, and holds it for your review before anything is sent. Your producer looks it over and says go.
Today: open the site, retype the insured, the address, the payroll, upload, do it again for the next carrier
Business sits with underwriting for a week because nobody had time to check that carrier on Thursday. Conduit checks all of them every night, and hands your team one short list: what moved, what stalled, what needs a phone call today.
Today: 22 tabs, Tuesday and Friday, if the morning allows it
A request comes in at 4:40 on a Friday and gets answered from whatever copy is closest to hand. Conduit checks the coverage as it stands today, sends the certificate, and remembers the holder so next year's goes out without anyone asking.
Today: search the inbox, find last year's, hope the limits did not change
A policy falls off and you learn about it two months later when the money is short. Conduit knows what was due to renew, sees what actually came back, and tells you the same week so you can still save the client.
Today: found out in the quarterly numbers, too late to call
Nothing moves and nothing is rebuilt. Your staff work the same way on Monday as they did on Friday, with the portal work already done when they sit down.
We connect the carriers you write, starting with your busiest five. Where a carrier already sends your agency its policy information, we use that. Where it does not, we work the site the way your team does.
Everything happens under your agency, and anything binding waits for a person to approve it. Every step is written down, so you can see who did what and when.
Your client and policy information is yours to take out whenever you want, including the day you decide to leave. No support ticket, no exit fee.
Switching costs you months of retraining and puts your book in the middle of a move. No agency should go through that to get the portal work handled.
Statements land weeks after the money does, and adjustments are a permanent fact of this business. Conduit shows you where the deposit and the expected commission disagree, and hands you a short list to look at. Someone in your office still signs off. Anyone promising you more than that has never closed an agency's books.
Keep your rater. Conduit picks up after you have decided where the business is going.
Anything going to an insured stays with your staff, in your voice. Conduit deals with carriers, where the other side is a form.
We are an early team and we would rather turn you away honestly than take a deposit and go quiet.
Agencies work somewhere between 15 and 30 carrier sites, and a producer can lose around two hours a day to entering and chasing.
Vendor estimate Published by a staffing firm selling against this same problem, citing surveys it never names. virtualnexgen.com. The $50,000 per producer figure comes from assuming a $100 an hour rate. It matches what agents describe, so we use the hours and leave the dollar total alone.
Getting your own systems to talk to each other is priced out of reach for smaller agencies.
One agency owner An owner of 20 years, writing publicly: that access is sold separately, "outlandishly priced," and starts in five figures, which the poster passes on as hearsay. The same discussion says HawkSoft and Zywave are more open about it. Discussion
Commission reconciliation stays a manual job, and paying to automate it only makes sense past roughly $2M in revenue.
Load-bearing A consultant who does the books for agencies of every size: "Everyone, even big agencies, live with the friction," and even automated imports need spot checks, because adjustments happen "regardless of what tech companies say they can automate." This is exactly why we flag differences instead of promising to balance your commissions. Discussion
The big systems are considered too much for a small agency, and owning your own data is something agents actively check for.
Several agents An Applied Epic user calls it "severe overkill" for a smaller or newer agency. Another agent, advising a buyer: "Make sure you own your data on any of these platforms." Discussion
One thing we found that changed how we talk to you.
Read this one In July 2026 the moderators of the largest agent forum online banned people from posting software and AI ideas for agents to vet, after a flood of them. Tens of thousands of agents had decided that anyone showing up with a product was there to take their time. We started from that assumption about ourselves, which is why this page tells you what we cannot do.