Insurance and surety IT in Dallas-Fort Worth

Certificate due by five. One carrier login has to work. The client is already in the lobby.Certificate due by five. One carrier login has to work.

Carrier access, client financial data and deadlines that will not move. We find which login failed and work with the carrier.

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 the agency system opens and the carrier login fails, the clock doesn’t care whose fault it is.

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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. Jack, your BDunn tech, on the phone with the carrier about her login
We handle the carrier. You handle the client.
Billy Dunn, illustrated

Billy Dunn

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

on Google

Your software, connected to the rest of the office.

The application is one part of the setup. We look after the computers, connections, access and recovery it depends on. When a problem crosses into the application, we work with its vendor to get the right people involved.

  • Applied Epic
  • AMS360
  • HawkSoft
  • PL Rating
  • Vertafore

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. And once activated, AMS360 and PL Rating accounts share one Vertafore Single Sign-On login. We find which login actually failed.

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.

AI at an insurance agency

The commission check that ate 30 hours a month

About $41,000 in commissions confirmed and paid by carriers. The monthly check dropped to about eight hours.

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.

More examples of AI at work

What clients say

BDunn and Company has been an invaluable partner for our business over the years. Billy and his son Trevor are fantastic to work with. Prompt, attentive, and genuinely invested in our growth. They've supported us through every milestone, and their dedication has made a tangible difference in our success. Highly recommended to anyone looking for top-tier service and trustworthy support.

Steven T., Google review

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

Roberta E., Google review

Every review on Google: five stars.

More reviews

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

Switching IT companies without losing a carrier login? Ask anyway.Switching to usFree check. How well is your technology really covered? Twelve plain questions, about two minutes.

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