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Currently available for select engagements

Hire Software Developer for Insurance Agencies
Senior, direct, no layers

Practical software developer help for insurance agencies: policy servicing, renewals, and new-business follow-up done properly, on the systems you already run.

Direct
Working Relationship
Senior-only
Delivery
Fixed scope
Agreed Upfront
No layers
Communication
Insurance Agencies — Development & Engineering

A senior software developer for insurance agencies

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 software developer builds and maintains the custom systems behind policy servicing, renewals, and new-business follow-up: integrations, internal tools, and product features, written to last and documented so the next developer can pick them up. 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.

What you get

What this engagement covers for insurance agencies

  • Custom features and integrations — The capabilities your off-the-shelf tools do not cover, built against Applied Epic and Vertafore AMS360 APIs.
  • Internal tools — Staff-facing tools for policy servicing, renewals, and new-business follow-up that replace spreadsheets and manual workarounds.
  • API design and documentation — Clean, documented APIs, so future systems and partners can connect without reverse-engineering.
  • Legacy system rescue — Untangling and modernising the system nobody wants to touch, in safe, incremental steps.
  • Testing and code quality — Automated tests for critical paths, so changes stop breaking what already works.
  • Maintenance and handover — Documentation, monitoring, and a handover standard, so the software outlives any one developer.
Systems that insurance agencies actually run

Built for the stack you already pay for

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.

Software work here is built on your existing stack — Applied Epic, Vertafore AMS360, your CRM, and your product platform — with version control, staging, and deployment discipline as standard, not as extras.

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.

How it works

From kickoff to delivery for insurance agencies

  1. Map the system and the pain

    Review the current tools, code, and where policy servicing, renewals, and new-business follow-up breaks today.

  2. Agree scope in slices

    Small, shippable pieces, each valuable on its own, instead of a big-bang rewrite.

  3. Build with tests

    Features delivered with tests on the critical paths and documentation as standard.

  4. Hand over properly

    Monitoring, docs, and a walkthrough, so your team is not dependent on one person.

Realistic outcomes

What success looks like, honestly

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.

  • Outcome 1 — Custom capabilities your off-the-shelf tools cannot provide, built in shippable slices.
  • Outcome 2 — Internal tools that replace spreadsheets for policy servicing, renewals, and new-business follow-up, with proper access control.
  • Outcome 3 — Code your next developer can understand, because tests and documentation are part of delivery.

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.

Why Omer

Why hire Omer

  • Senior-only delivery: You work directly with Omer on your insurance agencies engagement, not through account managers or a handover chain.
  • Built on your stack: Applied Epic, Vertafore AMS360, and your CRM — not a parallel tool nobody maintains.
  • Measured on outcomes: Success is judged on policy servicing, renewals, and new-business follow-up improving in your own numbers, not on activity delivered.
  • No lock-in theatre: Your systems, data, and documentation are handed over in full, so you are never held hostage by one engagement.
  • Direct communication: A core overlap window agreed before kickoff, with launches and incidents covered in your business day.
FAQ

Questions, answered

What does a software developer actually do for insurance agencies?
A software developer builds and maintains the custom systems behind policy servicing, renewals, and new-business follow-up: integrations, internal tools, and product features, written to last and documented so the next developer can pick them up. In practice, that means help with policy servicing, renewals, and new-business follow-up, working with agency owners and producers directly.
Will this work with Applied Epic and Vertafore AMS360?
Work is built around your existing stack. Applied Epic and Vertafore AMS360 are treated as systems of record: new work reads from them where possible and writes back cleanly, rather than creating a parallel copy of your policy, claims, and client records. Where an integration is not available or not justified, the workflow is designed so staff are not left doing double entry.
What about regulation and compliance for insurance agencies?
Insurance is regulated state by state, and producer licensing, carrier appointment rules, and advertising requirements vary. Nothing on this page is legal or compliance advice; regulated wording, disclosures, and producer-facing claims are checked against your state's rules and your carriers' guidelines before anything goes live.
Should we build custom software or buy a tool?
Buy when a tool covers the job well; build when the job is your differentiator or no tool fits how policy servicing, renewals, and new-business follow-up actually works. The honest answer comes from mapping the job first, not from a preference for building.
How do we start?
With a discovery conversation about the work, the systems involved, and the outcome you want measured. Scope is agreed before any build starts — book a free discovery call, email omermuneer@gmail.com, or message on WhatsApp.
Currently available for select engagements

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