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Solutions by Industry

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Planned or in development

Title and Registration Desk

We take in the document package for each sale, run a state-by-state checklist, flag what is missing and return a complete file.

For Dealership with 1 to 3 locations handling 60 to 400 units a month, and independent lots.

AutomotiveReturned title packagesDocument deskSetup plus monthly
Estimate: setup 2,500–6,000 USD + 400–1,500 USD/month, with a published anchor of 3,000–6,000 USD for setupnot a firm price Add to the cart
Planned or in development

First Response and Follow-Up

We answer new leads within minutes with the listed price and photos from your inventory, then follow up for up to 90 days.

For Dealership that gets new leads every day and cannot answer within the hour.

AutomotiveLeads going coldContact deskMonthly plus results
Estimate: setup 1,500–4,500 USD + 600–2,500 USD/month (market anchors: outside BDC 399–999 USD/month)not a firm price Add to the cart
Planned or in development

Certificate of Insurance Desk

We read the request, build the draft with endorsements, record who reviewed it and warn you before the expiry date.

For Commercial lines agency issuing 100 or more certificates a month.

InsuranceCertificate riskDocument deskMonthly plan
Estimate: setup 2,500–6,000 USD + 400–1,500 USD/month in certificate tiersnot a firm price Add to the cart
Planned or in development

Renewal Desk

A renewal calendar by expiry date, a file assembled from what is already in your system, stepped reminders and a dashboard.

For Agency with a steady flow of annual renewals and a team of 3 to 15 people.

InsuranceRenewals lostRenewals deskMonthly plan
Estimate: setup 2,500–6,000 USD + 600–2,500 USD/month (anchor: agency remote assistant 897–2,500 USD/month)not a firm price Add to the cart
Planned or in development

Document Intake and Classification

We classify each document by type, extract the fields, check them against your records and flag anything doubtful for a person to review.

For Agency or brokerage that handles a high volume of intake forms.

InsuranceForms typed manuallyDocument intakeMonthly plan
Estimate: setup 3,000–6,000 USD + 400–1,200 USD/month in document tiersnot a firm price Add to the cart
Planned or in development

Quotation Follow-Up Desk

One list of open quotes sorted by age and value, a 3/7/14-day cadence with a ready draft, and a weekly dashboard.

For Contractor or home service with many open quotes each month.

Local servicesConstructionUnfollowed quotesFollow-up deskMonthly plus results
Estimate: setup 500–2,000 USD + 200–700 USD/month, or a fee per job won that had stallednot a firm price Add to the cart
Planned or in development

Complete Local Presence

A bilingual website, an approved listing, review replies, an appointment schedule with reminders and a dashboard.

For Single-location local service business with an outdated site and phone-only booking.

Local servicesBe found, respondPer-location packageSetup plus monthly
Estimate: setup 1,000–3,500 USD + 300–1,500 USD/monthnot a firm price Add to the cart
Planned or in development

Invoice Intake and Payables Desk

We take in and classify invoices, extract the fields, check them against purchase orders, route them for approval and export to accounting. No money is moved.

For Company with 20 to 300 employees and 200 to 5,000 invoices a month.

AdministrationAccountingTyped invoices, approvalsDocument deskPer document
Estimate: setup 2,000–5,000 USD + 300–1,500 USD/month plus a per-document charge (1.50–3.00 USD per invoice, published anchor)not a firm price Add to the cart
Planned or in development

Vendor Insurance Compliance

We receive the certificate, check it against your requirements, flag what is missing, chase expiries and log who reviewed it and when.

For Property manager, general contractor, HOA or company with many vendors.

Real estateConstructionAdministrationVendors without certificatesComplianceTiered monthly
Estimate: setup 1,500–5,000 USD + 300–1,200 USD/month (managed anchor in the trade: minimums of 7,500–10,000 USD/year)not a firm price Add to the cart
Planned or in development

Freight Document Package

We split the documents that arrive in one email, classify them, extract the fields, spot what is missing and chase it with a per-load cycle board.

For Broker or carrier of 10 to 60 people moving 200 to 1,500 loads a month.

LogisticsLoads typed manuallyDocument deskPer load
Estimate: setup 2,000–5,000 USD + 400–1,500 USD/month, or a price per load (automated cost 2–8 USD per load, as anchor)not a firm price Add to the cart
Planned or in development

Declined Service and Maintenance Recovery

We pull declined services and overdue maintenance from your system, write the message with the vehicle details and log every attempt.

For Service department handling 150 to 800 repair orders a month.

AutomotiveClients who leaveWin-back campaignMonthly plan
Estimate: setup 1,500–4,000 USD + 500–2,000 USD/month, or a fee per recovered ordernot a firm price Add to the cart
Planned or in development

Bilingual Site and Document Capture

A bilingual website plus document and photo intake from the buyer's phone, with a missing-items list and a filed record.

For Independent lot or neighborhood dealership selling to the Hispanic community in Maryland.

AutomotiveReach Hispanic buyersSite plus captureIn stages
Estimate: setup 800–3,000 USD + 60–250 USD/month (anchor: bilingual site 800–3,000 USD)not a firm price Add to the cart
Planned or in development

Bilingual Agency Front Desk

A bilingual website, a quote form with the data your agency needs, draft review replies for your approval and alerts to the producer.

For Neighborhood agency with a Hispanic market and reviews left unanswered.

InsuranceReviews left unansweredSite plus reviewsSetup plus monthly
Estimate: setup 800–3,000 USD + 150–600 USD/monthnot a firm price Add to the cart
Planned or in development

Bid Watching and Proposal File

Daily monitoring of bid portals with alerts, a reusable base file and a reminder for every deadline.

For Company in services, construction, cleaning, logistics or technology that already sells to government.

GovernmentConstructionLogisticsMiss bid deadlinesMonitoringMonthly plan
Quote on requestanswered in writing Add to the cart
Planned or in development

Compliance and Cost-per-Mile Diagnosis

A compliance matrix by platform, a list of expired and expiring documents, a driver file with 12-month verification, and cost per mile with the formula in view.

For Carrier or owner-operator who needs to know what is missing to stay compliant.

LogisticsUnknown money leaksDiagnosisOne-time payment
Estimate: 300–900 USD per filenot a firm price Add to the cart
Planned or in development

On-Time Scorecard Dashboard

We record and calculate the five scorecard metrics, send a weekly report and warn you early when a metric is at risk.

For Carrier working for platforms that measure on-time performance.

LogisticsMetrics fail silentlyDashboardMonthly plan
Estimate: 200–600 USD/monthnot a firm price Add to the cart
Planned or in development

Driver Recruiting and Onboarding

A job description, a recruiting script and an onboarding sheet with a verified document list and a file per driver with alerts.

For Carrier that needs drivers with their paperwork in order.

LogisticsDrivers missing paperworkOnboardingPer driver
Estimate: 200–600 USD per driver, or 300–1,000 USD/monthnot a firm price Add to the cart
Planned or in development

Incident, Detention and Claims File

A file per case with an index of attachments, a written claim, the money impact worked out and a log of detentions.

For Carrier that loses money on detentions and claims it never collects.

LogisticsClaims without filesCase filePer case
Estimate: 150–800 USD per case, or 15–25 % of what is recoverednot a firm price Add to the cart
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