Selected work

Proof, not promises

Most of our work runs behind logins, moving real money and real client data, so we describe client work without naming names. Active Agent is our own product, so it gets its name. Every number below is real.

Insurance / Medicare

Active Agent

See the product

The problem

A fast-growing Medicare field marketing organization was onboarding hundreds of agents with spreadsheets, email chains, and institutional memory. Contracts, certifications, and licensing lived in five places and agreed in none of them.

What we built

A full operations platform: guided onboarding, contract and certification tracking, license management, org hierarchy down to every downline, and two-way sync with their CRM. Invitation campaigns, review queues, and staff scoping included.

The result

More than 800 agents are on the platform as of 2026. In August 2026 one invitation campaign sent 736 personalized invites in a single afternoon, and every one went out without an error. Each agent's onboarding now lives in one record instead of five places.

Insurance / Group benefits

Group benefits intake automation

The problem

An agency was collecting group applications through a generic form vendor, then re-keying everything: the group record, the census spreadsheet, the follow-up emails.

What we built

A branded intake flow that creates the CRM group record the moment a submission lands, parses the census, attaches the documents, emails the client a welcome packet with pre-filled paperwork, and gives the agency principal a live status board.

The result

Re-keying eliminated. Submissions appear in the CRM with documents attached before anyone has opened an email.

Healthcare / Pharmacy benefits

Claims analytics engine

The problem

Renewal proposals for employer pharmacy plans were assembled by hand from raw claims exports: thousands of rows, dozens of figures, and no way to be sure a number on the final deck traced back to the data.

What we built

An analysis engine that ingests raw claims files and reproduces every headline figure from source data, with guardrails that refuse to assert anything the data does not support. When information is missing, the engine generates the data request instead of guessing.

The result

Every figure in the reference deliverable reproduced to the cent from raw data. The guardrails caught a calculation error in the original hand-built deck.

Healthcare / Enrollment

Benefits enrollment portal

The problem

Employee benefits enrollment ran on PDFs and email attachments, with sensitive personal information scattered across inboxes.

What we built

A guided enrollment wizard with census upload, an admin portal for the group, and an architecture designed for HIPAA obligations from day one: scoped access, audit trails, and encrypted storage.

The result

Enrollment data lives in one governed system instead of forty inboxes. Staff correct records in the portal instead of over email.

Insurance / Sales operations

Broker proposal automation

The problem

Producing a client-ready proposal meant hours in spreadsheets and slide decks for every prospect, and every broker did it differently.

What we built

A proposal platform that turns carrier data and plan selections into polished, consistent, client-ready output from one system.

The result

Proposals that were assembled by hand now come out of one system, and every document leaves the shop looking like it came from the same firm.

Our own shop runs on this

We automate our own operations the same way: invoicing, voice-memo transcription pipelines, scheduled reconciliations, deployment checks, and the reporting that keeps projects honest. We would not ship a pipeline we would not run our own business on.

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