Chimzee builds and runs the operations side of an independent agency: renewals that never get forgotten, cross-sell surfaced out of the AMS, and quiet policyholders re-engaged without anyone rebuilding a spreadsheet.
Renewal chasing that lives in spreadsheets and inboxes is the first busywork to kill in an agency. Every renewal that slips is revenue you already earned walking out on a technicality of attention.
Most agencies are carrying policyholders with one product who qualify for three. That list exists in the AMS today. It does not get worked because working it is manual, repetitive, and never urgent until it is too late.
New names matter once renewals are automatic. Pick the niche, own it locally, and let every new policyholder land in a renewal machine that does not forget.
Reporting, invoicing, re-entry between systems, and the handoffs nobody owns. Same people, cleaner week.
Renewals, win-backs, and follow-ups that sound human and still send when the day is loud. The book you already paid for works again.
Positioning, a site that converts, and AI search that cites you, so new demand lands in a system that can catch it.
We map the week you actually run, then pick the pillar that pays first. You get the map and the order of work whether or not you continue.
$3K to $8KWe stand up only what changes the week. It runs next to the tools you already pay for, so nothing gets ripped out.
$8K to $35KWe keep it healthy and expand what works. The parts that stop earning get cut, not carried.
$1.5K to $6K per monthMarketing runs on its own meter. Attract work is priced per review handled, per update published, or as a managed budget up to an agreed monthly spend, so you are never paying a flat retainer for a month that did not need one. Process and Engage sit inside the bands above.
Chimzee