Automation that ships, for specialty insurance and MGAs.
Elevate Working helps mid-market specialty insurance brokers, MGAs, and retail P&C firms identify the right automation bets — and ships the first production workflow. Two decades of experience building and commercializing enterprise software inside professional services.
The gap we solve
The submission inbox is overflowing. Producers are doing five hours of admin a day. Three different vendors are pitching submission AI. Internal IT is fully booked on AMS upgrades. The COO knows automation is the answer — but doesn't have time to evaluate vendors objectively, doesn't have a CTO to lean on, and can't afford a $400K Big Four engagement. That gap is what we solve.
Three phases, three separate decisions
Operations review
8-week diagnostic. Identify the 2–3 highest-ROI workflows, evaluate vendors, build the financial model. Fixed price. Output: a roadmap leadership can act on.
One workflow, in production
8–12 week build of one workflow, end-to-end, in production. Milestone-priced. Output: live automation, measured before/after, training and runbook.
Fractional automation lead
Ongoing fractional automation lead, 1–2 days per week. Monthly retainer, six-month minimum. Output: continuous expansion of the roadmap.
Why this practice exists
Elevate Working was built on two decades of enterprise software experience inside professional services — from end-to-end product commercialization to leading a data engineering and data science practice. The lens is engineering-first: systems and throughput before features, measured ROI before novelty. That perspective is what mid-market specialty insurance firms are missing when they're caught between vendor pitches and bandwidth-constrained IT.
If automation is on your desk, let's talk.
If you're a COO or operations leader at a specialty broker, MGA, or retail P&C firm and you're trying to figure out where to start with automation, we'd like to hear about your situation. Initial conversations are free and useful regardless of whether we end up working together.
Schedule a 30-minute call →