Insurance
Custom Software for Insurance
Most of our software work moves aging Microsoft Access databases and spreadsheet sprawl onto modern cloud systems. Your team keeps the workflow it already knows while we swap out what sits underneath. Policies and claims sit in separate systems while renewals live in someone's head.
Does Imagi-Tech do Custom Software for independent agencies?
Yes. Imagi-Tech provides custom software development to independent agencies across ten Ohio markets, from our office in Marietta, Ohio. We scope and quote each project after a free audit. The problem it addresses: policies and claims sit in separate systems while renewals live in someone's head.
Sound familiar?
Where independent agencies usually get stuck
- The real system is a spreadsheet emailed around with numbers in the filename
- Two people have to re-key the same order into two places
- Reporting means someone stays late with a pivot table
- The software you bought does 40% of the job and blocks the other 60%
What's included
What you get
- Business process review and documentation
- System blueprint with diagrams and user cases
- Prototype checkpoints before anything ships
- Cloud storage with desktop, tablet, and phone access
- Training and ongoing support
One system your team opens every day, from a desk or from a phone.
Insurance
The systems we end up in
Most independent agencies run some version of these four. Our Custom Software work usually starts with getting them to share data.
Agency management and policy records
Carrier portals and downloads
Claims tracking and documentation
Renewal and commission reporting
What changes
- Renewals flagged early, well before they can lapse
- Client history in one place when the phone rings
- Commission numbers that reconcile without a spreadsheet
How we work
Custom Software, cut into four pieces
Review
We sit with the people doing the work and write down how the job runs from one day to the next.
Blueprint
You get diagrams, user cases and a written scope to approve before anyone writes code, so month three holds no surprises.
Prototype
At every checkpoint you click through a working version, and we catch wrong turns early while they cost little.
Launch and support
We migrate your data and train your staff, then stay on for support. The system belongs to you, documentation included.
Proof
Work like this, written up
Each write-up explains what the client was up against and how our fix turned out.
United Bank
The bank has its own IT team and wanted specialists on call for the web side. We have handled their scheduled maintenance and controlled updates for seven years, and we take ad hoc escalations as they come.
7+ yrs continuous maintenance contract, still running
Website Redesign & MaintenanceUnited Bank
We rebuilt a bank website from scratch on a secure CMS and documented it well enough that staff with no web coding background now make their own content edits.
Website RedesignIntra-State Insurance Corporation
The agency had a static HTML site, years old, with feathered image borders and a post-it yellow background. We rebuilt it around the agency’s people.
9 states of agency clients the new site serves
Get a clear read on your technology
We'll run a free audit and explain what we find in plain language. You keep the report whatever you decide.
Get Free Audit →Where we work
Custom Software for Insurance, by market
Pick the market closest to you. We send the same people and follow the same process everywhere we work.
Mid-Ohio Valley
Central Ohio
Southwest Ohio
Questions we get asked
About Custom Software for Insurance
How long does a custom software project take?
It depends on scope. Once the blueprint is done, you get a timeline in writing. The order of work stays the same on every project: we review how you work, you approve a blueprint and click through prototypes, and then we launch and support it.
Do we own the software when it is finished?
Yes. The source code, the data, the documentation and every login belong to you, and we keep none of it back to hang on to you as a client.
What if our requirements change halfway through?
The prototype checkpoints handle that. You click through a working version at each one, so we catch a wrong turn early, while it costs little to fix.
Can it work with the systems we already have?
Usually, yes. Most of our projects hook into something you already run, such as an accounting package, a carrier portal or a machine on the shop floor, and we replace only the parts that need replacing.
What if the person who built our current setup has left?
That is the normal case, and we handle it often. We document what you have from the outside, based on what it does, and the people who use it every day are usually the best source.
Do you work with independent agencies?
Yes. Independent agencies across Ohio are a big part of our client list. The process stays the same whatever the sector: an audit, a written scope you approve, prototype checkpoints where they fit, and then launch and support.
Are we too small for custom software development?
Almost certainly not. Most of our clients are businesses where the person in charge of technology is in charge of three other things too, and we built the process around that person.
What does Custom Software cost?
Scope decides it, so the free audit comes before any number. You get a fixed written quote before anything is billed, and you keep the audit whether or not you hire us. Digital Marketing is the one exception, sold at a published monthly price.
Free audit
Let's get started
Tell us what's giving you trouble, in your own words. "Our Access database is dying" is plenty to go on.