Hope drives discovery, picks the carriers that will actually write the risk, drafts the ACORD package, and hands you a copy-paste-ready email. You do the relationship. We do everything else.
Hope owns the boring half of the producer’s week. You stay where the relationship lives.
Lead
Inbound email or one sentence from you.
Discovery
Hope runs the questionnaire and reads the docs.
Risk assessment
Structured, reusable, attached to the risk.
Carrier shortlist
Eligibility-first, not comparative-rater.
ACORD package
Quote-ready, plus the carrier email — drafted.
$750,000
of stuck revenue at one agency — sitting in 8 unsubmitted ACORD applications nobody had time to type.
2.5 hours
to type a single ACORD by hand today. Hope drafts the same package while you grab coffee.
12 months
of structured pre-engagement data, then full AOS migration is trivial. The trojan horse pays off.
“The way of the future. The legacy AMSs are dying or dead. This is the way.”
— Jason McKinley
Forth Insurance is the first. If you’re a producer or principal at a 10–100 person agency and you’d like to be next, tell us.
Hope drafts. Nothing sends without you.