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Software built around how the agency works.

Bar H Insurance is a family-owned agency in Atoka, Oklahoma, writing specialized coverage. Frontier is building its quoting, client and policy tracking, and renewal follow-ups into software made for the way the office actually runs. An ongoing engagement.

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Bar H Insurance
Client
Bar H Insurance, Atoka, Oklahoma
Status
In build. Outcomes, numbers, and screens will be published once the agency signs off on them.
Work
Custom agency software and a stronger digital footprint

The situation

Nothing unusual for an independent agency, which is the point: the hours were going to the gaps between tools, not to writing business.

The lines
Specialized coverage: animal mortality, livestock transit, farm and ranch, and events, each quoted through its own carriers.
The office
A small, family-owned team in Atoka, Oklahoma, where the people who quote also bind, service, and renew.
The tools
An agency management system, several carrier portals, email, spreadsheets, paper files, and a website that explained the agency but did not capture requests.
The cost
What that costs any agency: details typed more than once, follow-ups that depend on memory, and technology nobody owns once whoever set it up moves on.
Your tools
YouragencyManagement systemQuote requestsEmailCarrier portalsRenewalsSpreadsheetsPaper filesWebsite

Client details re-keyed per carrierPolicy details split across emailRenewal dates kept in a spreadsheetThe same details typed into several places, then checked by hand.

How the engagement runs

The same three steps every client gets. The assessment came first and was quoted fixed-fee; the build is scoped piece by piece; support starts once the software is in daily use.

  1. Fixed fee

    1Assessment

    We walked the quote-to-bind-to-renewal workflow with the people who do it, looked at the systems and carrier portals in use, and found where hours and follow-ups were lost.

    1. Workflow walkthrough
    2. Systems and portals in use
    3. Where hours go
    4. Scope and fixed quote
    You get

    A written, prioritized plan with scope and a fixed-fee quote for the first piece of software.

  2. Scoped and quoted first

    2Implementation

    Custom agency software, built in pieces the office can start using before the whole is done, alongside the management system rather than replacing it.

    1. Quote intake and routing
    2. Client and policy tracking
    3. Renewals and follow-ups
    4. Website and local presence
    You get

    Quote intake and routing, client and policy tracking, renewal follow-ups, and a stronger digital footprint.

  3. Monthly · in writing

    3Ongoing support

    Once the software is in daily use, a monthly plan with the people who built it: fixes, small changes, and a check-in as the book changes.

    1. Fixes and small changes
    2. Monthly check-in
    3. Response time in writing
    You get

    Business-hours support with a response time agreed in writing, plus a monthly check-in.

Run an agency like this one?

Every agency writes different lines with different carriers. The assessment decides which of these pieces matter for yours.

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