In development · P&C agencies
Run the agency.
Not the chase.
Software for running an independent P&C agency. Renewals, service, carriers, agents, and commissions in one system, with AI built into the work itself. Built by Dickey Insurance Solutions from how its own agency runs.
For agencies, by an agency. Not a place to buy insurance.
The system covers renewals, service, quoting, commissions, carriers, and agents, with AI built into the repeat steps.
01 — The work
One system for the whole floor.
Quoting, service, renewals, carriers, agents, and commissions are one operation, not six tools and a spreadsheet. AI is built into the handoffs between them, where work usually stalls.
- 01
Work that moves itself
AI handles the repeat steps on renewals, service requests, and statements. People make the calls.
- 02
One record
Every account, policy, and contact in one place, so nobody has to ask who has the file.
- 03
Entered once
Quote, bind, service, renew on the same account. No re-keying between steps.
- 04
Commissions that tie out
Carrier statements in, splits out, and the differences flagged before month-end instead of after.
- 05
Carrier answers at the desk
Appointments, appetite, and carrier details next to the account, not behind another portal login.
- 06
Clear ownership
Who writes, who services, and who owns each account, so a request never sits because nobody knew it was theirs.
02 — The operation
The old system was a person.
Carrier portals, commission spreadsheets, exports, and the CSR who remembers where the endorsement went. That is how most independent agencies run.
Before it is software, Agency Tech OS is a map of how an agency actually operates: where a renewal waits, who touches a service request, when a commission statement stops tying out. The software is built to close those gaps, with AI doing the repeat steps in between.
03 — Origin
For agencies, by an agency.
Built inside a working agency.
Dickey Insurance Solutions is an independent P&C agency in The Woodlands and Austin, Texas. Agency Tech OS is built from how that agency runs day to day: the renewals, the service desk, the carrier relationships, the commission close. Software made by people who still do the work it automates.
- 01
AI in the work, not beside it
AI handles the repeat steps inside each workflow. It isn’t a chat window off to the side.
- 02
The agency stays the brand
The client should see the agency they called, not the software behind the screen.
- 03
Shaped by daily operations
Every workflow comes from an agency that quotes, services, and renews on its own book every day.