Certificates out before the caller hangs up.
Bevel watches your agency management system and routes quotes, renewals and certificates of insurance to the carrier the moment they are ready. No re-keying, no portal logins, no Friday backlog.
- Works with the AMS you already have
- Review mode for the first 25 runs of anything
Bevel
01
Quote request
from intake form
02
Renewal due
45 days out
03
COI request
parsed from email
04
Endorsement
to carrier portal
05
Payment posted
matched to policy
06
Certificate issued
9:42 AM CT
212 independent agencies across Iowa, Nebraska, Illinois and Indiana route their carrier work through Bevel
- Ackerman Agency
- Voss & Tillman
- Thornbury Group
- Ostrowski Insurance
- Cedarhurst Risk
- Pfeiffer & Ruhl
Six operations. Zero re-keying.
Each one is switched on per carrier and starts in review mode. The numbers are the same nodes on the sheet above.
See each one drawn out- 01 Quote request
- A submission from the website form or a producer’s inbox is rated with every appointed carrier and the comparison lands in the AMS.
- 02 Renewal due
- Policies 45 days from expiry are pulled, re-rated and queued for the carrier with the current schedule attached.
- 03 COI request
- A certificate holder’s email is parsed for the insured, the holder and the wording they need, then matched to the policy.
- 04 Endorsement
- Vehicle, driver and location changes are keyed to the carrier portal once and the confirmation is filed back.
- 05 Payment posted
- Down payments and installments are matched to the policy, receipted, and the trust ledger is updated.
- 06 Certificate issued
- The ACORD 25 is generated, checked against the policy, e-signed and emailed to the holder, with a copy in the file.
Intake
Tue, Sep 8 · 14 new since 7:00 AM CT
-
COI for the Ankeny site
City of Ankeny
GL-20481-07
Heartland Assurance
Routed
-
BOP renewal · 45 days
renewals@bevel
Ostrowski Insurance
BOP-4471-20
Cornbelt Mutual
Rated
-
Add a 2024 Freightliner
Prairieline Trucking
CA-90310-02
Ozark Casualty
Needs review
-
New submission · roofing
quotes@bevel
Mattern Roofing
Q-2026-0912
3 carriers
Rated
-
COI · additional insured
Lindquist Foods
GL-18822-11
Heartland Assurance
Routed
Showing 5 of 14 · 9 routed, 4 rated, 1 held for review
One inbox becomes a routed queue.
Forward the agency inbox once. Bevel reads every request, finds the policy, picks the carrier and files the result back where your CSRs already look.
- Certificate holders, limits and wording pulled from plain-English emails
- Policy and carrier matched from the AMS, not guessed
- Anything it is not sure about waits in Needs review, never in a carrier portal
Across 212 agencies · Jan 1 – Aug 31, 2026
What eight months of routing adds up to
- 11,406
- certificates issued without a person touching them
- 52 sec
- median time from a holder’s email to the certificate going out
- 38
- carriers connected through their portals and APIs
- 2.6 hrs
- saved per CSR per day, measured across 212 agencies
Live in two weeks, with your hands on it the whole way.
Nothing goes to a carrier until a person has approved that operation 25 times in a row. Then it goes every time.
Read the review-mode guide-
01
Connect the AMS
Read-only at first. Bevel indexes policies, contacts and carrier logins in about twenty minutes, and nothing is sent anywhere.
20 minutes
-
02
Turn on one operation
Start with certificates. Every run lands in review mode, where a CSR approves each one with a single click for the first 25.
Day 1
-
03
Take your hands off
After 25 clean runs the operation goes live. Anything unusual — a holder Bevel has never seen, a limit above the policy — is held for a person and never sent.
Week 2
Agencies that stopped typing into portals
Principals, owners and operations leads on the first season with their hands off.
Read their storiesContractors used to call twice for the same certificate. Now the holder has it before they’ve put the phone down, and my CSRs are quoting instead of typing.
Morgan Ostrowski
Principal, Ostrowski Insurance, Cedar Rapids, IA
Renewals went from a wall of sticky notes to a list that empties itself. We rated 312 policies in August and touched 19.
Devin Thornbury
Operations lead, Thornbury Group, Omaha, NE
Review mode is what sold me. I watched it work for two weeks before I let it send a single thing to a carrier.
Casey Pfeiffer
Agency owner, Pfeiffer & Ruhl, Fort Wayne, IN
Priced by the office, not the operation.
Every plan starts with fourteen days free and no card. Switch operations on one at a time; the price does not move.
-
Solo
One office, up to three users.
$149 per month
- 400 operations a month
- Certificates and renewals
- 4 carrier connections
- Email support, same day
-
Agency
Most agencies
Up to twelve users, every operation.
$349 per month
- Unlimited operations
- All six operations
- 12 carrier connections
- Review mode with approvals
- Phone support, 7 AM–7 PM CT
-
Group
Multi-office, up to forty users.
$890 per month
- Everything in Agency
- Every appointed carrier
- Office-level trust ledgers
- Dedicated onboarding
- Audit export for E&O
Prices in US dollars, billed monthly. Annual billing takes two months off.
Compare every planPut the sheet to work on Monday.
Connect the AMS this afternoon, watch review mode for two weeks, and stop typing into portals.
- Sheet
- 1 of 1
- Revision
- Sep 2026
- Drawn by
- Bevel
- Checked by
- A person, every time