Back-office automation for independent agencies

Stop paying people to copy-paste between your systems.

Your team re-keys the same data into a carrier portal, then your AMS, then a spreadsheet. They chase commission statements that never quite match. I build the pipeline that does that work for them, with an audit trail so nothing slips.

Book a free back-office audit No pitch, no cost — I find where the time is going.
How it works

First we find the workflow that's actually bleeding time. Then I automate that one before touching anything else.

01

Free audit

I sit with your process, map where staff are re-keying and reconciling by hand, and show you exactly where the hours go.

No cost
02

Pilot

We pick the single most painful workflow and I build a working automation for it — proof on your real data, not a slide deck.

03

Automate

Once it's proven, we expand to the next workflow. You keep the audit trail and governance the whole way through.

Track record
31 → 1

Collapsed a 31-step manual reporting process into a single automated pipeline.

99%

Reconciled millions in financial data to 99% accuracy across disparate systems.

6 → 1

Orchestrated six separate data sources into one reliable command.

73 → 97%

Rebuilt a forecasting model from 73% to 97% accuracy.

James Bruning — data engineer, Chicago. I walk into a messy, multi-system process and replace the human copy-paste with one pipeline that holds up. With agencies, I go straight at the part the big tools handle worst: regional-carrier statements and the portals with no real integration.

Get in touch

Curious where your team is losing hours? The audit's free. Worst case, you learn something.

didaxisgroupllc@gmail.com