FBSPL

Free Your Team from Repetition! Explore Workflow Automation at Applied, Booth #617

Quick question: if you pulled a report of your active clients today, would you trust the number? Duplicates. Outdated addresses. Incomplete records. Every bad record means a wrong renewal notice, a missed follow-up, or a report you can't act on. FBSPL cleans it up: ✔ Data checks across all your systems ✔ Duplicate removal and record correction ✔ Clean database consolidation ✔ Regular audits to keep it accurate Clean data. Confident decisions.

Limits. Deductibles. Forms. Endorsements. One small error on a policy can turn into a lost client, or worse, an E&O headache. FBSPL builds structured policy checking and endorsement workflows, so coverage details are reviewed before they reach clients and policy changes are processed faster and more accurately. 99.7% work accuracy. Zero guesswork.

Agency growth rarely stalls because of one big failure. It stalls because of small leaks: a skipped follow-up, a duplicate record, a renewal reviewed too late, a new hire doing it "their way." Each one is small. Together, they cap how far your agency can grow. FBSPL finds the leaks and seals them, so you get 100% structured workflows and zero operational guesswork. Start with a free workflow audit.

When one CSR knows how everything gets done, every sick day and vacation lands on the owner’s desk. We document how your agency actually works, so anyone on the team can pick up a renewal, a policy change, or a certificate request: → Step-by-step workflows for core servicing tasks → AMS task prompts that show the next step → Client email templates so service stays consistent Book a free 30-minute discovery call to find out which processes live in just one person’s head.

If your renewal list lives on sticky notes, a desk calendar, or one person’s memory, something will eventually slip. We help small independent P&C agencies set up one renewal workflow inside the AMS you already use: → A clean list of everything renewing in the next 90 days → Automatic task reminders so the next step never gets missed → Ready-to-send client emails for each stage Book a free 30-minute discovery call. We’ll walk through how your renewals run today and show you where the gaps are.