Hire Fractional CTO for Insurance Agencies
Senior, direct, no layers

An insurance agency lives or dies on follow-up. Quotes go out, renewals come due, endorsements pile up, and every one of those moments is a chance to keep a client or lose one to a competitor who called back first. Most agencies know this, yet the work still runs on memory, spreadsheets, and inboxes, because the agency management system was set up years ago and nobody has owned it since.

That gap shows up in very specific places: renewal lists worked too late, cross-sell opportunities nobody noticed, certificates and documents chased by email, and producers spending their day on admin instead of conversations. The agency does not need more software. It needs someone who can make the systems it already pays for do the follow-up work, and build the missing pieces around them without breaking how producers actually work.

A fractional CTO gives policy servicing, renewals, and new-business follow-up senior technology leadership without a full-time hire: setting direction, choosing the stack, managing vendors and engineers, and making sure technology spending serves the business plan. The engagement is senior-only and direct: you work with Omer, the scope is agreed before build, and the work is judged on what changes in policy servicing, renewals, and new-business follow-up — not on hours logged or deliverables counted. Book a free discovery call and we will test the fit before any scope is agreed.

Agencies in this market typically run on an agency management system such as Applied Epic or Vertafore AMS360, with EZLynx for comparative rating, plus a CRM or marketing tool such as Salesforce, HubSpot, or AgencyZoom for follow-up. Documents move through DocuSign, phones through RingCentral or a similar VoIP system, and carrier downloads arrive through IVANS. Any new build has to respect that stack: it reads from the management system where possible, writes back cleanly, and never creates a second, conflicting copy of client data.

Fractional CTO work covers your whole stack — Applied Epic, Vertafore AMS360, your CRM, and the product platform — with decisions documented so leadership can see why a choice was made, not just what it cost.

That discipline matters because the failure mode of outside help is usually a new tool nobody maintains. Work that lives inside Applied Epic and your CRM survives the engagement; work that lives in a separate spreadsheet or dashboard dies the week the engagement ends. Every build here is therefore judged on whether your team can run it afterwards without the person who built it.

For an agency, a realistic outcome is not a vague promise of growth. It is renewals worked on time, quotes followed up within a day, documents collected without chasing, and producers spending more of their week on conversations that close. Those are the results worth measuring, and they are measured in the agency's own numbers: renewal retention, quote-to-bind time, and hours returned to producers each week.

No prices, guarantees, or client results are promised on this page, because the honest answer depends on your starting point: the state of your systems, the quality of your data, and how much of policy servicing, renewals, and new-business follow-up is actually broken today. The discovery conversation exists to establish that baseline before any commitment is made.