THE LOBBI
BUSINESS PROCESS AUTOMATION
We automate the manual processes that slow down insurance agencies, mortgage companies, and financial services firms. Workflow automation, system integrations, RPA, AI document handling - whatever the problem calls for. You tell us what's broken. We make it run.
What We See Every Day
Someone built it three years ago. Now twenty people depend on it, nobody fully understands it, and every handoff is a risk. This isn't a technology problem - it's an operations problem wearing a technology disguise.
When the only way to know how the business is performing is to ask someone, you're always a day late. The waste isn't dramatic - it's the slow accumulation of good people making reasonable guesses.
Your AMS says one thing, your CRM says another, and the carrier portal needs it in a different format. Your team is the integration layer - and they have better things to do.
Power Automate handled the simple stuff. Then the exceptions started. Then the workarounds. Now you have a fragile system that requires as much maintenance as the manual process it replaced.
What We Automate
We don't sell a product. We look at what's slowing your operation down and build the automation that fixes it - whatever form that takes.
When your CRM, accounting platform, and management system don't talk to each other, your people become the integration layer. We connect the systems so data moves once and stays accurate.
Requests get buried in email. Escalation rules don't exist. Nobody knows where a pending approval actually is. We build workflow automation that routes, reminds, and escalates - without anyone chasing it.
If the only way to know how the business is performing is to ask someone or open a spreadsheet, you're always behind. We build live dashboards connected to your source systems - not a copy-paste report.
Document sorting, data extraction, form filling, status updates - repetitive work that eats your team's day. We use RPA and AI to handle the volume so your people handle the exceptions.
You're paying for Teams, SharePoint, and Power Automate but using them like standalone apps. We wire them into real operational workflows - approval chains, notifications, audit trails - that actually run your processes.
You've looked at every SaaS tool in the category and none of them handle your compliance rules, your approval logic, or your data structure. When the platform isn't enough, we build what fits.
0%
of daily tasks are automatable
McKinsey
0%
of revenue lost to operational waste
IDC
$0K
annual admin labor cost per knowledge worker
BLS
These aren't abstract numbers. For a 10-person operations team, that's $620K a year in labor spent on work that machines should be doing. The question isn't whether to automate - it's which process to fix first.
Our Services
Every engagement starts with understanding your problem. The automation type follows from the diagnosis - not the other way around.
Turn manual processes into governed workflows.
Approval chains, routing logic, notifications, and escalation rules - built on the tools you already use or on custom infrastructure when complexity demands it.
Common use cases
Flagship Work
Insurance / FMO
Reconciliation cycle reduced from 2 weeks to 2 days. Staff time on reconciliation reduced by 80%.
Financial Services
Average onboarding time reduced from 11 business days to 3. Compliance documentation completeness improved from 78% to 99%.
Insurance
Eliminated 15 hours of manual data entry per week. Error rate on policy records dropped from ~4% to under 0.2%.
Wondering what this would look like for your business?
We'll tell you which process to automate first and what it's worth. No pitch - just an honest assessment.
Insights
Start Here
In 2 - 3 weeks, we map your manual workflows, identify the biggest automation opportunities, and deliver a prioritized roadmap with ROI estimates. No commitment beyond discovery. If the numbers don't make sense, we'll tell you that too.
Tell us what's not working. We respond within one business day.
Stay Sharp
Short reads on workflow automation, RPA, AI, and operational efficiency for regulated industries. We send these when we have something worth saying.
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