Pacific Shield Insurance Cancelled 6 SaaS Subscriptions in One Week
The Challenge
Pacific Shield Insurance, an independent agency with 18 agents across personal and commercial lines, was spending $11,200/month on a fragmented tech stack. Their biggest pain: policy renewal tracking lived in Google Sheets, client communications in Salesforce, policy data in Applied Epic, and scheduling in Calendly. During renewal season, agents spent 60% of their time on administrative tasks instead of selling. The agency owner was particularly frustrated that Applied Epic charged $300/user/month but couldn't automate basic renewal reminders.
The Platform We Built
A unified custom solution tailored to Pacific Shield Insurance's exact workflow.
The Solution
AltStack built a custom insurance agency management platform in 36 hours. Core modules: a unified client CRM with policy timeline (every policy, claim, and communication in one view), automated renewal workflows (90/60/30-day reminders with personalized outreach), integrated scheduling with client self-booking, e-signature for applications and policy documents, commission tracking dashboard, and a carrier quoting integration. The system automates 95% of renewal touchpoints that agents previously handled manually.
The Results
Pacific Shield cancelled 6 SaaS subscriptions within one week of launch, dropping monthly software costs from $11,200 to $800 (AltStack maintenance). Annual savings: $124,800 gross, $112,000 net. Policy renewal rate improved from 78% to 91% thanks to automated multi-touch renewal campaigns. Agent productivity increased 45%: measured by policies written per agent per month, because administrative overhead dropped dramatically. The owner noted the biggest surprise was how much better the custom system handled commission tracking compared to the spreadsheet system they'd been using for years.
Tools Replaced
“I was skeptical about the 7-day claim. They actually delivered a working CRM with automated policy renewals in 5 days. We cancelled 6 SaaS subscriptions the same week.”
36 hours to working demo, 1 week of agent testing, full rollout in 2 weeks
Frequently Asked Questions
Common questions about Pacific Shield Insurance's custom software project.
Yes. AltStack built Pacific Shield's replacement in 36 hours with features Applied Epic charges $300/user/month for: policy management, renewal automation, client CRM, and commission tracking. The custom system added capabilities Epic doesn't offer, like integrated e-signature and client self-service scheduling.
Pacific Shield's custom platform automates 95% of renewal touchpoints with personalized 90/60/30-day reminder sequences via email and SMS. The system tracks policy expiration dates, generates renewal quotes, and triggers agent follow-up tasks only when manual intervention is needed.
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