Billy Dunn

Book 15 minutes with me. You leave with my cell.

Insurance and surety IT in Dallas-Fort Worth

Certificate due by five. One carrier login has to work. Most IT companies? ‘Not our login.’

Applied Epic · AMS360 · HawkSoft · PL Rating · Vertafore

We find which login failed and why, and we get the carrier on it.

Client financial data, carrier access and deadlines that will not move. When a carrier login fails, we find which login failed and why.

Book 15 minutes with Billy

We’re accepting new clients.

Server down? Locked out? Call (817) 265-5000.

Or ask about your agency first. One question is free.

An insurance agent hands a contractor his certificate across her desk while Jack, at his kitchen table, is on the phone with the carrier about her portal login. — We handle the carrier. You handle the client.

Billy Dunn

Founder since 1989. Book 15 minutes with me and you leave with my cell.

We resell nothing.
So nobody pays us to recommend anything.
Their own logins.
Producers, account managers and service staff each get access that fits.
The bond file, backed up too.
Proved with real restores.

What we check first before the certificate is due.

The agency system opens. The carrier login fails.

A carrier password change can leave something downstream still trying the old one. Separately, activated AMS360 and PL Rating accounts share Vertafore Single Sign-On credentials. We check which login actually failed.

“Cloud” still leaves software on the desk.

HawkSoft 6 is a desktop app that runs on your office PC. Applied’s own Epic browser extension needs the Applied Epic Desktop Connector installed before it works. So the laptop nobody set up is how a quote stalls on a Tuesday.

Give people their own logins.

Producers, account managers and service staff need different access. Write down who owns each account and what changes when somebody joins or leaves. The password on a note beside the monitor already enjoys excellent availability.

The bond file needs a backup too.

Submissions, certificates, bond forms, powers of attorney and scanned financials can live outside the agency system. We keep backups isolated from what they protect and prove them with real restores.

The carrier’s security questionnaire.

Carriers and surety companies often send an agency a security questionnaire. We answer the technical part from what is actually set up, not from what a template says.

Very responsive, always available, friendly to work with, extremely knowledgeable in their field!

Roberta E., Google review

Worked with these guys through my employer for the last 6 years. Always very professional.

Brandi H., Google review

Every review on Google: five stars.

More reviews

Switching IT companies without losing a carrier login? How we take over

AI at an insurance agency

2025The commission check nobody had time to do

The result

About $41,000 in commissions confirmed and paid by carriers.

How it worked

An independent commercial agency got commission statements from a pile of carriers, every one with its own layout, abbreviations and way of handling adjustments. Checking them properly took about 30 hours a month. We connected the carrier statements, Applied Epic records and agency accounting. AI cleaned up the inconsistent descriptions so they could be compared, and reconciliation rules checked policy numbers, premiums, commission rates, endorsements, cancellations and payments. Across 12 months of transactions it found about $67,000 in disputed commission differences. Carriers investigated, then confirmed and paid about $41,000. The monthly reconciliation dropped from about 30 hours to about eight.

How we build it

We get the carrier on the phone.

Which login keeps holding up certificates, quotes or bond submissions?

Free check. How well is your business really covered? Twelve plain questions, about two minutes.

Book 15 minutes with Billy or call (817) 265-5000

Or send one question. No charge, no pitch.

Already have someone doing your IT? Ask anyway.