$100K
Annual savings: operational overhead reduced by the equivalent of a full-time employee
How we helped an InsurTech startup eliminate 90% of manual work and unlock $1M+ in revenue per agent
Results
Outcomes that moved the business
90%
Manual Work Eliminated
Repetitive agent workflows automated end-to-end, from onboarding to application tracking.
$100K
Annual Savings
Automation reduced operational overhead by the equivalent of a full-time employee every year.
$1M+
Revenue Unlocked Per Agent
The platform gave each agent the capacity to handle significantly more policies without adding headcount.
Client Context
InsurTech startup scaling independent agents
Aspire is a Canadian InsurTech company building a digital platform for independent insurance agents. Their goal was to give agents the tools to work faster, manage more clients, and close more policies, without hiring more staff. When they came to us, they were manually running processes that should have been automated, and had no internal tooling to support their growing agent network.
Challenge
Manual operations were capping growth
- - Agents spent hours on repetitive onboarding tasks that should have been automated
- - No internal tooling: workflows lived in spreadsheets and manual follow-ups
- - No automation layer, meaning every new agent added proportional operational overhead
- - Data scattered across multiple insurance portals with no unified view
Solution
An automation-first platform built for scale
We designed and built the Aspire platform from the ground up with one goal: let agents do more without working more. Every feature was scoped around eliminating manual effort and consolidating fragmented workflows into a single, reliable system.
End-to-End Automation Engine
Built automated workflows for repetitive agent tasks, from client onboarding to application status updates, achieving a sub-1% production error rate.
Internal Tooling Suite
Created custom internal tools that replaced spreadsheets with real-time dashboards, automated notifications, and centralized data across insurance portals.
Unified Agent Workspace
Consolidated policy tracking, client management, and portal credentials into one interface, giving agents everything they need in a single workflow.
Outcomes
Four metrics that tell the full story
90%
Manual work eliminated by automating repetitive agent workflows for InsurTech.
$1M+
Revenue capacity unlocked per agent without adding headcount.
<1%
Production error rate: automation ran reliably at scale without manual oversight
Why this matters for startups
Scale your operations without scaling headcount
Aspire's challenge is one of the most common growth blockers early-stage startups face: every new customer or team member adds proportional operational cost. The answer isn't hiring faster. It's automating smarter. We built a system that let Aspire grow their agent network without growing their support burden. If your startup is hitting the same ceiling, this is exactly the kind of work we do.
Tech Stack
Tools used in this build
Ruby on Rails
PostgreSQL
AWS
Automation Systems
Background Jobs
REST APIs
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