ANCHOR

The name

Why we call it ANCHOR

An anchor keeps a boat steady and in place when conditions get rough. That's the job here: hold the day to day steady so nothing drifts. No follow up gets lost, no renewal slips by, and no customer waits a week, while Matt and Kevin are out with clients.

It's also a nod to how KeelPoint works. A keel keeps a boat on course, and an anchor keeps it secure.

It's your assistant, so the name is yours too. If you'd rather call it something else, we'll change it.

What we heard

Servicing is crowding out sales

ICG brokers business across about 20 carriers, and the work behind every policy is spread across Partner (your Zywave agency management system), carrier websites, paper notes and daily downloads that someone has to compile by hand.

80%of an agent's time spent servicing instead of selling

~20small tasks a day, like policy changes, that fill the day and push quotes back

Up to 5 daysto get a customer quotes from multiple carriers, with hours of staff time spent shopping each one

Papernotes passed between desks, with reports compiled by hand from carrier downloads

The goal is simple: agents talk to clients, and ANCHOR takes care of what needs to be done.

How it works

Talk to it like a great assistant. It does the rest.

ANCHOR runs on its own dedicated Mac mini at your office, on your network. It doesn't replace Partner. It works alongside it and your other tools wherever it can connect: Partner, Outlook, carrier reports and email. Where a system can't connect directly, it works from emailed reports, downloads or even a photo of a marked up page.

You talk to it in plain language through a private messenger. Finish a client call, drop in a quick recap, and it logs the notes, drafts the follow up, creates the tasks and tells the right person what's next.

It isn't a fixed app. We build it with you around the way ICG works, starting with your biggest time drains, and it keeps learning new workflows as you show it what to do.

Example · ANCHOR Messenger

Matt, after a client call

Just talked to Jessica. She's replacing her Oldsmobile with a 2026 Jeep. Swap the vehicle, keep the same coverage, send her new ID cards. She also mentioned she's buying a house in the spring.

ANCHOR

Got it. Here's what I've set up:

Vehicle change prepped for your approval, then queued for your team to submit
New ID cards ready to send once the change is confirmed
Call notes saved to Jessica's account in Partner
Homeowners quote reminder set for March, with the top 3 carriers to quote

A licensed person signs off before any change goes out.

What it takes off your plate

Built around ICG's real workload

Practical ways ANCHOR hands time back, across servicing, quoting, revenue and the team.

Servicing

Endorsements and ID cards

Add or replace a vehicle, remove a mortgagee, add a lienholder. ANCHOR preps the change, a licensed person approves it, and the customer gets updated documents.

Servicing

Call recaps into Partner

Leave a quick recap after any client conversation. Notes land on the client's record and follow ups get scheduled automatically.

Servicing

Payment and cancellation follow up

Pending cancellations and late payments from carrier downloads become friendly reminders and a clear call list, before a policy lapses.

Servicing

Claim check ins

A steady follow up schedule after a claim: days 2, 3, 5 and 7, then six months out. Polite emails or texts customers actually notice.

Quoting

Quote prep in minutes

Give it a customer's details and it builds good, better and best options. Staff submit where a carrier portal requires it, mark it done, and the agent is alerted right away.

Quoting

Top 3 carriers to quote

Carrier Intelligence matches each customer to the carriers most likely to want the business and price it well.

Quoting

Renewal watch

Any renewal that jumps in price gets flagged with the carriers most likely to beat it, and queued for remarketing about a month before it renews.

Revenue

Cross sell lists

Every customer with auto but no home, home but no umbrella, and so on, turned into call, email or text lists. New business from customers you already have.

Revenue

Production and marketing tracking

Quotes, closed sales and premium written by person, plus where your marketing dollars, like paid search, are actually producing.

Team

Daily work queues

Each staff member starts the day with a clear, prioritized list instead of paper passed between desks.

Team

Certificates of insurance

Simple certificates handled start to finish, with more complex ones prepped for review.

The centerpiece

Carrier Intelligence

Your carriers already publish what they're offering, what they want to write, and which renewals went up or down. ANCHOR keeps a running picture of all of it, so when a customer comes in it can say: these are the three carriers to quote first.

Know who to quote first

Appetite, guideline changes and rate movement for each carrier, matched to the customer in front of you. Days of shopping become a short list.

Prep and hand off

ANCHOR gathers what each carrier needs and prepares the submission. Where a portal requires a person, staff click through and mark it done.

Proposal out in minutes

ANCHOR pulls rates from the carrier data it already has and sends the client a good, better and best proposal, with the agent copied. Minutes, not days.

Carrier datarates, appetite, renewals

›

Good, better, bestproposal to the client in minutes

›

Client picks oneagent notified

›

Task to your teamthey make the change

›

Donelogged in Partner

Once the client chooses an option, ANCHOR sends a clear task to the right team member, who makes the change on the carrier's system. A licensed person stays in the loop, so you stay compliant. Your team spends its time clicking through ready to go action items instead of spending all week pulling quotes together.

How we connect each carrier

A direct carrier connection (API), where one exists
Carrier emails and bulletins, read automatically from ANCHOR's own inbox
The daily carrier downloads already coming into Partner
Carrier websites using ICG's own login, where that carrier's terms allow it

Tested, carrier by carrier

During setup we find the best route for each of your carriers. Some carriers limit outside connections. For those we use reports, emails or photos instead, and we test each carrier's workflow before relying on it.

The plan

Start with the biggest time drain, then keep building

We roll out in phases so you see time come back early, and every phase builds on the last.

Phase 1 · Servicing

Get the agents' time back

Install and secure ANCHOR at your office
Connect Partner, Outlook and your first carriers
Call recaps, simple endorsements and ID cards
Payment, cancellation and claim follow ups
Quote prep with the staff handoff and "done" button

Phase 2 · Reporting and revenue

See everything, sell more

Daily carrier report compiled automatically, morning and afternoon
Live dashboard of open and closed items
Cross sell lists and outreach campaigns
Production and marketing spend tracking

Phase 3 · Intelligence and team

Quote smarter, work as one office

Carrier Intelligence across all of your carriers
Renewal watch and remarketing
Daily work queues, with access limited to each person's tasks
Certificates of insurance

Ongoing · Grows with you

New workflows as you need them

As new ideas and pain points come up, we add them. Scott works alongside your team in person and remotely the whole way, and every week ANCHOR learns another workflow, gets faster and needs less handholding.

ANCHOR gets better every week. Each workflow your team shows it becomes one less thing on their plate. Scott reviews what's working, tunes what isn't, and adds the next workflow, so the system you have in month six does far more than the one you start with.

Your dashboard

Everything open, everything closed, in one place

Matt and Kevin see who is working on what and where every item stands, from first quote to finished change. It's private, protected by two factor login, available from any computer or phone, and ANCHOR keeps it current all day.

ANCHOR DashboardSample view

Open servicing items

6 waiting on approval

Quotes in progress

3 ready to send

Renewals flagged

Up 10% or more, next 45 days

Cross sell list

112

Auto customers with no home policy

Pending cancellations

Reminders sent today

Closed this week

Changes, quotes and follow ups

TaskAssigned toStatus

Vehicle swap, ID cardsTeam member 1Done

Homeowners, good / better / bestANCHORSent to client

Client chose "better" optionTeam member 2In progress

Renewal up 14%, remarketMattNeeds review

Illustration only. Numbers and tasks are examples, not ICG data.

Guardrails

Built for an insurance agency

A licensed person signs off

ANCHOR prepares, drafts and tracks. It never gives coverage advice or binds a policy. Changes go out only after your approval.

Client data stays with you

Client records live on ANCHOR's own computer at your office. Only what a task needs is sent to the AI for processing, and sensitive details like SSNs are kept out of it wherever possible.

Access by person

We start with the principals. When staff are added, each person can only reach the tasks and information they need.

A spending cap you set

AI usage is billed to ICG's own account with a monthly limit you choose, so there are no surprises.

Respectful outreach

Cross sell texts and emails follow customer consent and opt outs.

Tested before trusted

Each workflow and each carrier connection is tested with your team before it runs on its own.

The payback

Measured in households, not hours

About 3 new households a month covers the monthly fee

Counting the setup and AI usage, year one is about 3 to 4 a month. That's less than one new household a week. And because personal lines renew, every household written this year keeps paying commission next year. By year two, the renewals from what you sell in year one largely carry the cost.

That's before counting the time saved. Quotes that take up to 5 days today go out in minutes. If even five quotes a week each save half a day of staff time, that's 20 or more hours a week back for selling.

Typical Cleveland home and auto bundle	~$3,500 to $4,000
Agency commission at ~13%	~$450 to $500 / yr
ANCHOR monthly fee	$1,250 / mo
Households to cover the monthly fee	~30 a year, ~3 a month
Including setup and AI usage, year one	~3 to 4 a month

How these numbers are set up: premiums use published 2026 averages for Ohio auto and Cleveland homeowners coverage. Commission uses a blended ~13%, the middle of typical independent agency ranges for new personal lines business (roughly 10% to 15% for auto, 12% to 20% for home). A "household" means one home and one auto policy. The math counts only new commission. It leaves out renewals, carrier bonuses and the value of time saved, so it is conservative. With ICG's actual commission schedule, we'll rerun it on your real numbers.

~$70Ka year for each staff member, by Matt's estimate

Severalstaff members' worth of servicing, quoting and follow up handled by ANCHOR

~$19Kfor ANCHOR in year one, setup and AI usage included

ANCHOR adds the capacity of several full time staff, so your team can take on more clients and get back to selling, without adding headcount.

Investment

Simple, transparent pricing

No per seat licenses and no surprise line items. One setup, one partnership.

Setup

$2,500

one time

We specify the exact Mac mini for ICG to purchase (hardware not included)
Installation, security and network setup
Initial connections to Partner and Outlook
Operating rules built from our discovery sessions

The partnership

$1,250

per month, 12 month partnership

Ongoing build out of every phase in this plan
New workflows added as your needs change
Private dashboard, hosted and maintained
A playbook for your team on using ANCHOR
Scott with you the whole way, in person and remote
Weekly improvements as ANCHOR learns your office

AI usage

~$100 to $200

per month, estimated

Billed directly to ICG's own AI account
Monthly cap set by you
Tuned to keep usage efficient

Year two pricing is set together at the 12 month review, based on what's been built, and will not go above the year one rate.

Who you're working with

Scott Sherman, KeelPoint Consulting

Local, hands on help, not a help desk ticket. I'm with you the whole way as we grow ANCHOR together, and it gets better every week.

How I work

Built around your workflows, not a one size fits all app
Start with your biggest time drain and add from there
On site in Rocky River when it helps, remote when it's faster
A 12 month partnership, so ANCHOR keeps improving

(216) 202-0827 · [email protected]

What KeelPoint does

AI operations assistants, installed on site for small businesses
Websites and technology consulting
Deep roots in operations, logistics and business development

Based in Cleveland, Ohio. Currently running AI operations builds for other Northeast Ohio businesses, including a specialty retailer.

Next steps

Getting started

Five straightforward steps from today to your first workflow live.

Approve the proposal. Reply to Scott and we'll schedule setup.

Confirm your systems. Partner access and any Zywave connection options, your Outlook setup, and your top carriers.

Purchase the Mac mini. We'll send the exact model to order.

Install at your office. We set up ANCHOR and your secure dashboard.

Pick the first workflow together. We start with the task that gives your agents the most time back.

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