Confidential Briefing

Insurance Scout Partners

Strategic Technology Assessment · brewa.tech

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Prepared by brewa.tech · Parker Pryce, Managing Consultant
brewa.tech
Insurance Scout Partners · Strategic Assessment
Confidential
Strategic Technology Briefing

Your agency is three years
from $10 million.

One afternoon of honest conversation revealed five operational constraints costing you real time, real money, and the producers you need to get there. This briefing names them — and maps the path forward.

Prepared for Damon Rigetta, Insurance Scout Partners LLC
Date May 31, 2026
Prepared by Parker Pryce, brewa.tech
Section 01

What We Found

Five pain points. Three critical, meaning they are costing you revenue today or structurally limiting your growth. All five are solvable.

Critical · Growth Lever
The Commission Ceiling
You can't hire 1099-only producers — your stated growth model — because commission calculation across carriers is too complex to run manually. That's the structural reason you're capped at $4M.
$10M
Your 3-year goal. Currently blocked by a solvable calculation problem.
Critical · Daily Drain
The Email Tax
625 owner-hours per year consumed by manually triaging your inbox. You've built a sophisticated mental model for this work — and you're the only one who can run it. Until now.
$93,750
Annual value of owner time consumed by email triage alone (at $150/hr).
Critical · Client Trust
The 30-Day Window
Between bind and the 30-60 day underwriting review, documentation gaps are reaching clients as adverse action letters — before your team catches it. Each one is a credibility event you can't get back.
60+
Estimated incidents per year where the client gets the letter before you do.
High · Revenue Leak
Calls Going to Voicemail
After hours, weekends, peak hold — leads and service requests are going to voicemail when an AI agent could capture, triage, and respond in real time. You said it yourself: "game changer."
$0
Revenue currently captured from after-hours and overflow calls.
High · People Risk
The Turnover Drag
Each turnover event costs $27-35K in ramp-period payroll, lost production, and diverted owner time. Donovan took 6 months to get there. Better onboarding tools can cut that in half.
6 mo
New hire ramp time to full productivity. A compression target.

"There is so much fragmented information that we have to keep trying to collect in different systems. It leads to a tech stack that is duplicity in many areas — and a lot of additional cost to buy 20% of something to complete your 100%."

Damon Rigetta, May 31, 2026
Section 02

The Revenue Math

What solving these problems is actually worth, in dollars, not buzzwords.

Commission Calculator Enables 1099-only hiring. One producer writing $600K/year = $54K gross commission to the agency at near-zero incremental cost. Three such producers gets you to $10M. $54K per producer
Email Triage AI Reclaims 65% of your daily email time. More than 400 owner-hours per year returned to production, relationship-building, and strategy. $60,000
AI Phone Agent Captures after-hours and overflow calls. Even 2-3 additional policies per month from previously missed leads represents meaningful annual premium and renewals. $25K or more
Turnover Reduction AI-assisted onboarding and call recording training. One fewer turnover event over two years: $30K saved, along with the opportunity cost of the ramp period. $15,000
Year 1 Opportunity Conservative estimates based on current operational data. Actual results scale with execution speed and production volume. $154,000 or more
Section 03

The Path Forward

A phased approach built around your priorities, not a big-bang implementation that disrupts a running operation.

1
Now → 10 Days
The Diagnostic: Blueprint First
A series of focused microengagements, typically a half day here and a half day there, spanning 7 to 10 days. I audit the tech stack, document actual workflows, calculate the true cost of each pain point, and deliver a concrete implementation roadmap. Not a pitch deck. You own the blueprint regardless of what comes next.
Tech Stack Audit Time-Value Analysis Commission Feasibility Priority Roadmap ROI Projections
2
30 – 60 Days
Phase 1: Revenue Unlock
Build the two tools that directly attack your growth ceiling: the commission calculator that makes 1099 hiring viable, and the email triage system that gives you your mornings back.
Commission Calculator Email Triage AI QQ Email Matching
3
60 – 120 Days
Phase 2: Protection & Growth
Stop the leaks. The post-bind documentation tracker catches underwriting gaps before clients see them. The AI phone agent captures after-hours leads. Call recordings get wired into a training system that compresses your next hire's ramp time.
Post-Bind Tracker AI Phone Agent Call Recording Intelligence Monthly Report Automation
The Starting Point

The Diagnostic

A focused series of working sessions spanning 7 to 10 days. A blueprint you own. The most important thing we can do before building anything is to understand exactly what is there and what it is costing you.

7 to 10 days · Full implementation roadmap delivered

Meeting Recording

Brewa & Damon, May 31, 2026 →